Burke Centre - Member Advisor PT

Apple Federal Credit Union
Fairfax Station, VA
Jan 12, 2022
Jan 22, 2022
Accountant, IT
Full Time
Why Join Apple?Names 2021 Washington Post Top WorkplaceNamed 2021 Best-In-State Credit Union and Best Credit Union in Northern Virginia by Forbes MagazineNamed a 2020 Best Credit Union to work for by The Credit Union JournalHeadquarters state of the art facilitiesCompetitive Compensation package (5% 401 k Match / Pension Plan/ Tuition Reimbursement)Internal Career Development opportunitiesDiverse, friendly work environment, progressive management staff20 branches in Northern Virginia with easy commuting distanceBurke Centre -Member AdvisorJob Duties:Under general supervision, deepen member relationships by assessing financial needs through proactive sales and service activities. Perform teller transactions using TCR, originate consumer loans within the underwriting guidelines; this includes application input, data input, compiling necessary statistics, and loan disbursal. Incorporates The Apple Way into daily activities, providing friendly, courteous, and professional service to external and internal members. The staff member will qualify potential members, complete all required steps to open deposit accounts and online/mobile services. Additionally, the staff member will gather information to complete consumer applications, member requests for information, and/or account maintenance. The staff member will use established Apple Federal Credit Union sales techniques to assist in achieving individual and related sales goals. 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:Proactively greets members, assesses reasons for branch visits, and assists members accordingly.Processes transactions such as deposits, withdrawals, and account transfers. Balances checks and cash to daily cash received vouchers.Provides basic account information on Loans and Shares products or existing accounts as needed to members.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.Adheres to Apple FCU Security Policy, CTR and SAR reporting, negotiable items procedures. Refers questionable transactions to the immediate supervisor.Provides product and/or service recommendations to members based on thorough needs assessment.Responsible for cross-selling credit union products and services to members. Cross-sells other products as identified through the needs assessment.Provides information to members via face-to-face or telephone. This information may include but is not limited to, alternative loan products. For example, rates, terms, and collateral requirements.In compliance with Apple Federal Credit Union policy and procedure, accurately completes all required paperwork and data input for new deposit account openings, initiation of other credit union services, and application for membership.Researches and investigates queries and concerns regarding activity on any member-held accounts, services, or products. Ensures member satisfaction by setting expectations for a timely response. Performs adjustments, corrections, or refunds fees within their authority, or seeks approval from proper parties to do so.Performs other duties as assigned by the Branch Manager.Qualifications-all required unless otherwise noted:1. High school diploma. Excellent positive member/customer service and interpersonal skills. Excellent math skills and the ability to effectively communicate with members.2. Familiarity with teller loan documents, lending regulations, and credit union policies and procedures.3. Proficient in the use of Symitar for posting teller transactions and inquiry on deposit accounts and loan accounts.4. Proficient in the Akcelerant to perform a basic inquiry on loan applications in process, input loan applications, and disburse approved loans.5. Proficient in Synapsys MRM, to act on PSO's, create and input events, and retrieve and read My Sales reports.6. Minimum two (2) years experience in lending or branch operations area.7. Excellent oral, written, and telephone communication skills. Attention to detail and accuracy.8. Keyboarding 40 wpm PC applications 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.#IND21Equal Opportunity: Apple Federal Credit Union values, encourages and implements diversity in the workplace.Employment Type: Part-TimeHours: TBD in the interview processLocation: 6025-E, Burke Centre Pkwy, Burke, VA 22015 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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