Interactive Teller Representative I (part time)

Apple Federal Credit Union; Virginia, Fairfax (MN, VA); On-site; USD 30,000 - 40,000; Part time

Job summary

Apple Federal Credit Union is seeking a part-time Member Service Representative to provide excellent customer service through various communication channels. The role involves processing transactions, assisting members with inquiries, and promoting credit union products. Ideal candidates will have strong interpersonal skills and a high school diploma. Join a diverse workplace committed to professional development and community service.

Benefits

Health Insurance

Vision Insurance

Dental Insurance

401(k) Contribution Match

Tuition Reimbursement

Paid Time Off

Paid Volunteer Time

TEAM Bonus Plan

Qualifications

• Must possess excellent interpersonal communication skills.
• Ability to project a friendly, positive attitude through video.
• Proficient in PC usage and standard office equipment.

Responsibilities

• Represents the credit union to members through various communication channels.
• Processes transactions like deposits and withdrawals efficiently.
• Identifies opportunities for cross-selling credit union products.

Skills

Interpersonal Communication

Customer Service

Multi-tasking

Attention to Detail

Oral Communication

Written Communication

Education

High School Diploma or GED

Tools

Symitar

Synapsys CRM

Job description

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 2024
• Named Top Workplace USA 2024
• Named American Banker Best Credit Unions to Work For 2024
• Diverse, friendly work environment, progressive management staff
• 24 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, 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.

*** Candidates who meet the minimum requirements of the position may be sent a required online assessment to the email address listed in the application. **

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

Qualifications-all required unless otherwise noted:

• High school diploma or equivalent (GED)
• Ability to project friendly, positive attitude through video. Including positive facial expressions and posture. Excellent interpersonal and member/customer service 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
• The ability to lift 25 lbs. and utilize standard office equipment including but not limited to: PC, fax, copier, telephone, postage machine, etc
• Ability to function in a financial institution video and/or branch center environment

Employment Type: Part-Time

Location: 4097 Monument Corner Drive, Fairfax, VA 22030

*** 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. ***