Interactive Teller Representative I

Apple Federal Credit Union; Fair Oaks (VA); On-site; USD 34,000 - 42,000; Full time

Benefits offered by this job

Medical coverage

401(k) with employer match

Paid time off

11 paid federal holidays

Paid volunteer time

Tuition reimbursement

Annual TEAM Bonus

Job summary

Apple Federal Credit Union seeks an enthusiastic Member Service One to deliver high-quality service across in-branch, video, mail, or phone channels. You will process transactions, assist with deposits and withdrawals, and help members with loans and product inquiries.

The role emphasizes accurate cash handling, strong interpersonal skills, and the ability to cross-sell PSOs while adhering to Apple FCU policies. Training includes Interactive Teller and CRM usage.

Qualifications

• Minimum (12) months financial institution or cash handling experience.
• Excellent interpersonal and member/customer service skills.
• Ability to multi-task and work in a remote teller environment.
• Proficient in Symitar for posting teller transactions and inquiries.

Responsibilities

• Represent the credit union to members in person, via video, mail, or telephone with courteous, professional service.
• Process deposits, withdrawals, and account transfers accurately; balance cash daily.
• Receive loan payments and verify endorsements and negotiability.
• Provide basic information on loans and share products; cross-sell opportunities through PSO referrals.
• Enter and track member activity in the Synapsys CRM and coordinate with branch staff.
• Maintain knowledge of ITM and remote ATM operations; assist members remotely as needed.
• Follow all Apple FCU policies and complete required training including Interactive Teller and branch training.

Skills

Customer service

Multi-tasking

Interpersonal skills

Cash handling

Professional communication

Education

High school diploma or GED

Tools

Symitar

Synapsys CRM

Job description

At Apple Federal Credit Union, we're more than a financial institution; we're a community-focused organization powered by passionate people. With 24 branches across Northern Virginia and a proud legacy of service, we're committed to improving the lives of our members and the communities we serve.

We believe our employees are our greatest asset. That's why we foster a supportive workplace culture that values inclusiveness, innovation and growth. Whether you're just starting out or advancing your career, you'll find opportunities for professional development, mentorship and meaningful impact.

Why Work at Apple FCU

• Recognized as a WTOP Top Workplaces (2026)
• Collaborative, welcoming environment with forward-thinking leadership
• Competitive, comprehensive benefits package, including:
  • Medical, dental and vision coverage
  • 401(k) with employer match
  • Paid time off and 11 paid federal holidays
  • Paid volunteer time to give back
  • Tuition reimbursement and ongoing training opportunities
  • Annual TEAM Bonus plan.

Role:

Under general supervision, but following established policies and procedures performs a broad range of member service activities in person, through video, 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. Ability to engage with members, begin a conversation, build rapport, and handle objections. 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 ITM Branch Manager.

Essential Functions & Responsibilities:

• Represents the credit union to the member, through remote video access, or when required represent 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.
• Maintains a working knowledge of all ITM and remote ATM machines. Effectively helps members when requested remotely by for assistance.
• 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.
• Provides member's basic account information on loans and share products or existing accounts as needed.
• Under the direction of branch operations, contacts members in regard to deposit accounts, loan applications, and other products as directed.
• Inputs comments and records member activity in the Synapsys CRM as needed. Refers members to other branch staff as appropriate.
• Stays abreast of and follows all Apple FCU products, services, policies, and procedures. Meets all internal training requirements for this position, including Interactive Teller and branch training.
• Identifies opportunities for cross-selling and offers Potential Sales Opportunities (PSO's) as presented in Synapsys and refers members accordingly.
• Able to work as a interactive teller with the ability to instruct members on how to use the interactive teller and remote ATM machines. This includes a general knowledge of branch layouts where this technology is present.

Experience:

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

Education:

High school diploma or equivalent (GED).

Interpersonal Skills:

Ability to project friendly, positive attitude through video. Including positive facial expressions and posture. Excellent interpersonal and member/customer service skills.

Other Skills:

Must have the ability to multi-task. Excellent oral and written communication skills. Must be able to perform the role of a ITM, & Teller. Ability to learn and cross-sell credit union products and services. Excellent math ability and attention to detail. Ability to work in a remote teller environment and displays self professionally through video. Proficient in the use of Symitar for posting teller transactions and inquiries on deposit and loan accounts. Proficient in Synapsys CRM, to act on PSO's, create and input to events, and retrieve and read My Sales reports. PC proficient.

Physcial Requirements:

The ability to lift 25 lbs. and utilize standard office equipment including but not limited to: PC, fax, copier, telephone, postage machine, etc.

*** 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. ***