Member Advisor & Financial Guidance

Apple Federal Credit Union; Ashburn, Northern (VA, KY); Hybrid; USD 33,000 - 39,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) with employer match

Paid time off

Holidays (11)

Job summary

Apple Federal Credit Union in Ashburn, VA is seeking a Regular Full-Time Teller to deepen member relationships by assessing financial needs, handling deposits and withdrawals, and processing loan applications under underwriting guidelines.

You will act as a trusted advisor, cross-sell credit union products, enter data accurately, and follow Apple Way principles while ensuring compliance with Bank Secrecy Act and internal policies.

Qualifications

• High school diploma required.
• Minimum 2 years in lending or branch operations.
• Excellent math and interpersonal skills.
• Ability to input data accurately and use teller/loan systems.

Responsibilities

• Greet members and assess needs at the branch.
• Process deposits, withdrawals, transfers, and loan documents.
• Input loan data and ensure underwriting readiness.
• Offer products and services to meet customer needs.
• Cross-sell products and reference PSOs per policy.

Skills

Customer service

Cross-selling

Communication skills

Cash handling

Financial products knowledge

Education

High school diploma

Tools

Symitar

Akcelerant

Synapsys MRM

Job description

Apple Federal Credit Union in Ashburn, VA is seeking a Regular Full-Time Teller to deepen member relationships by assessing financial needs, handling deposits and withdrawals, and processing loan applications under underwriting guidelines.

You will act as a trusted advisor, cross-sell credit union products, enter data accurately, and follow Apple Way principles while ensuring compliance with Bank Secrecy Act and internal policies.