Woodbridge Member Service Representative I (Part-time)

Apple Federal Credit Union
Woodbridge, VA
Sep 25, 2021
Sep 28, 2021
Accountant, IT
Full Time
Why Join Apple? Named 2021 Washington Post Top Workplace Named 2021 Best-In-State Credit Union and Best Credit Union in Northern Virginia by Forbes Named a 2020 Best Credit Union to work for by the Credit Union Journal State-of-the-art facilities Headquarters Facility Competitive Compensation package (5% 401 k Match / Pension Plan/ Tuition Reimbursement) Internal Career Development opportunities Diverse, friendly work environment, progressive management staff 20 branches in Northern Virginia with easy commuting distance Job Duties: 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 while quickly and efficiently processing transactions. Must possess excellent interpersonal communication skills and the ability to represent the credit union in a courteous, professional manner. Candidates who meet the minimum requirements of the position will be sent a required online assessment to the email address listed in the application. Responsibilities: Represents the credit union to the member, in person, by mail or by telephone in a courteous, professional manner. Gives prompt efficient and accurate service in the processing of all transactions such as deposits, withdrawals, and account transfers. Balances checks and cash to daily cash received vouchers. Receives loan payments, checks and cash for deposit into members savings and/or checking accounts, verifies amount, and examines checks for proper endorsement, negotiability, and inputs information into the computer system via PC. Processes mail transactions replies to member correspondence by form letter regarding transactions affecting their accounts. Provides member basic account information on Loans and Shares products or existing accounts as needed. Under the direction of branch management, contacts member in regard to deposit accounts, loan applications, and other products as directed. Inputs comments and records member activity in the Synapsys MRM as needed. Incorporates the Pillars of Member service into daily activities, including providing friendly, professional service to internal and external members. Stays abreast of and follows all Apple FCU products, services, policies, and procedures. Meets all internal training requirements for this position. Identifies opportunities for cross-selling and offers Potential Sales Opportunities (PSOs) as presented in Synapsys and refers members accordingly. Processes member requests for share withdrawals. Adheres to Apple FCU Security Policy, CTR and SAR reporting, negotiable items procedures. Refers questionable transactions to immediate supervisor. Remains cognizant of and adheres to credit union policies and procedures, and regulations pertaining to the Bank Secrecy Act. Performs other Member Services and clerical duties as assigned by the Branch Manager or Assistant Branch Manager. Qualifications-all required unless otherwise noted: High school diploma or equivalent (GED). Minimum (12) twelve months financial institution or cash handling experience. Must have the ability to multi-task. Excellent oral and written communication skills. Excellent interpersonal and member/customer service skills. Ability to learn and cross-sell credit union products and services. Excellent math ability and attention to detail. Proficient in the use of Symitar for posting teller transactions and inquiry on deposit accounts and loan accounts. Proficient in Synapsys MRM, to act on PSOs, create and input to events, and retrieve and read My Sales reports. PC proficient. Ability to function in a financial institution branch environment and utilize standard office equipment including but not limited to: PC, fax, copier, telephone, postage machine, etc. Hours : Mondays - 10am-6pm Tuesdays - OFF Wednesdays - 10am-6pm Thursdays - 10am-6pm Fridays - OFF Saturdays - 8:45am-1pm Location: 14229 Potomac Mills Road, Woodbridge, VA 22192 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.

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