Member Service Rep II - Chantilly

Overview

Member Service Rep II — Chantilly

Location:

Chantilly, VA

Salary Range: $21.35 To $26.69 Hourly

Why Join Apple?

At Apple Federal Credit Union, we’re a community-focused organization powered by passionate people. We’re committed to improving the lives of our members and the communities we serve.

We believe our employees are our greatest asset and foster a workplace culture that values inclusiveness, innovation and growth. You’ll find opportunities for professional development, mentorship and meaningful impact.

Under general supervision, but following established policies and procedures, performs a broad range of member service activities in person, by mail, and/or by telephone. Answers questions concerning services provided by the credit union from members and staff. Represents the credit union in a courteous, professional manner. Adheres to The Apple Way principles:
Team Up, Serve with Purpose, Challenge Yourself and Own It. Follows credit union policies, procedures, and Bank Secrecy Act regulations. Performs other member services and clerical duties as assigned by the Branch Manager, including basic loan transactions.

• Represent the credit union to members in person, by mail or by telephone, providing courteous, professional service and processing transactions such as deposits, withdrawals, opening of new checking/savings accounts, direct deposits, IRAs, ATM cards, and loan rates. May place stop payments on checks and provide copies of canceled checks.
• Receive loan payments and cash for deposit into members’ savings and/or checking accounts; verify amounts, examine checks for endorsement and negotiability; input information into the computer system. Process mail transactions and respond to member correspondence by form letter.
• Provide basic information on Loans and Shares products or existing accounts as needed.
• Under direction of branch management, contact members regarding deposit accounts, loan applications, and other products. May process consumer loan applications as directed by manager.
• Input comments and record member activity in the Synapsys MRM system as needed.
• Identify opportunities for cross-selling and offer Potential Sales Opportunities (PSOs) as presented in Synapsys; refer members accordingly.
• Learn and cross-sell credit union products and services; maintain knowledge to assist members effectively.
• Process member requests for share withdrawals.
• Disburse loan and share withdrawal checks as needed; follow up on work left at desk by members.

• This position will be assessed against the following performance competencies:
  Challenging Yourself, Communications, Serving with Purpose, Owning It, Teaming Up.
• This position will be assessed against annual goals.

• Experience
  Minimum twenty-four (24) months of financial institution experience. Previous teller or customer service experience preferred.
• Education
  High school diploma or equivalent (GED).
• Interpersonal Skills
  Excellent oral and written communication skills.
• Other Skills
  Ability to learn and cross-sell credit union products and services. Excellent math ability and attention to detail. Proficient in Symitar for posting teller transactions and inquiries on deposit and loan accounts. Proficient in Akcelerant to perform basic inquiries on loan applications in process and input basic loan application information. Proficient in Synapsys MRM to act on PSOs, create and input events, and retrieve and read My Sales reports.
  
  PC proficient.
• Physical Requirements
  The ability to lift 25 lbs and utilize standard office equipment including PC, fax, copier, and telephone. Ability to function in a financial institution environment.

Employment Type: Full-Time

Location: Chantilly Branch

Apple Federal Credit Union values, encourages, and implements diversity in the workplace.

As an equal opportunity employer, Apple Federal Credit Union does not discriminate in employment with regard to race, color, religion, national origin, citizenship status, ancestry, age, sex (including sexual harassment), sexual orientation, marital status, physical or mental disability, military status or unfavorable discharge from military service or any other characteristic protected by law.

All selected candidates will be subject to credit and background checks to determine employment eligibility.