Floating MSR I

Apple Federal Credit Union; Falls Church, Merrifield (VA, VA); On-site; USD 27,000 - 34,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Tuition reimbursement

Job summary

Apple Federal Credit Union seeks a Floating Member Service Representative I to support branches across Northern Virginia, including Falls Church and Merrifield. Under supervision, you handle in-person, mail, and phone member service, process transactions, and represent the credit union with courtesy and professionalism.

The role emphasizes cross-selling, accuracy, and adherence to policies. Requirements include minimum 12 months in a financial institution or cash handling, a high school diploma,

Qualifications

• Minimum 12 months financial institution or cash handling experience.
• Excellent interpersonal and member/customer service skills.
• Ability to multi-task and learn cross-sell credit union products and services.

Responsibilities

• Handle in-person, mail, and phone member service transactions.
• Process deposits, withdrawals, and transfers with accuracy.
• Balance cash and verify checks against vouchers.
• Identify cross-selling opportunities and refer members accordingly.
• Follow Bank Secrecy Act policies and security procedures.

Skills

Customer service

Cash handling

Communication

Multi-tasking

Cross-selling

Education

High school diploma or GED

Tools

PC proficiency

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Floating MSR I

Service Delivery Operations Regular Full-Time Merrifield, Falls Church, VA, US

2 days ago Requisition ID: 3175

Salary Range: $19.54 To $24.43 Hourly

Why Join Apple?

At Apple FCU, we take pride in our strong community ties and our commitment to workplace diversity. Our employees are at the heart of our success, and we actively support their professional development and career journeys. As part of our comprehensive benefits package, we offer: health; vision; dental; 401(k) contribution match; tuition reimbursement; guaranteed 11 federal holidays; paid time off; paid volunteer time; TEAM Bonus plan and much more.

Additional Workplace Highlights:

• Named Top Workplaces by the Washington Post 2023
• Named American Banker Best Credit Unions to Work For 2022
• Diverse, friendly work environment, progressive management staff
• 21 branches in Northern Virginia with easy commuting distance

Role:

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. Performs duties and responsibilities in accordance with The Apple Way principles, of Team Up, Serve with Purpose, Challenge Yourself and Own It. 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. Provides support to various Branch locations as needed and performs other duties as assigned by the Branch Manager or Director of Branch Operations.

Essential Functions & Responsibilities:

E

20%

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.

E

20%

Receives loan payments, checks and cash for deposit into members savings and/or checking accounts, verifies amount, 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.

E

10%

Incorporates the "Pillars of Member service" into daily activities, including providing friendly, professional service to internal and external members.

E

15%

Stays abreast of and follows all Apple FCU products, services, policies, and procedures. Meets all internal training requirements for this position.

E

15%

Identifies opportunities for cross-selling and refers members accordingly.

E

10%

Processes member requests for share withdrawals.

E

10%

Adheres to Apple FCU Security Policy, CTR and SAR reporting, negotiable items procedures. Refers questionable transactions to immediate supervisor.

Performance Measurements:

1.

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

2.

This position will be assessed against annual goals.

Knowledge and Skills:

Experience

Minimum (12) twelve months financial institution or cash handling experience.

Education

High school diploma or equivalent (GED).

Interpersonal Skills

Excellent interpersonal and member/customer service skills.

Other Skills

Must have the ability to multi-task. Excellent oral and written communication skills. Ability to learn and cross-sell credit union products and services. Ability to learn and cross-sell credit union products and services. PC proficient.

Physical Requirements

Travel may be required, and will be reimbursed at the rate published on the Apple Federal Credit Union intranet. Ability to utilize standard office equipment including but not limited to: PC, fax, copier, telephone, postage machine, etc.

Ability to function in a financial institution branch environment.

Employment Type: Full -Time

Hours : Mon - Sat (based on business needs)

Location: The Floating Member Service Representative I will be assigned to branches within the Northern Virginia area such as Bailey's Crossroads, Burke, Chantilly, Fairfax, Fairfax Corner, Falls Church, Kingstowne, Merrifield, Mt. Vernon, Springfield, Stafford, and more.

*** 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. ***