Member Advisor — Financial Wellness & Lending

Apple-Federal-Credit-Union; Woodbridge (VA); On-site; USD 33,000 - 41,000; Full time

Benefits offered by this job

Top workplace awards

Medical benefits

401k match

Paid time off

Tuition reimbursement

Job summary

Apple Federal Credit Union in Lake Ridge is seeking a Member Advisor to deepen member relationships through proactive sales and service activities. You will handle teller transactions, underwriting-supported loan processing, and open deposit accounts while delivering friendly, professional service to members.

The role requires at least two years in lending or branch operations, strong math and communication skills, and adherence to credit union policies.

Qualifications

• Minimum two years' experience in lending or branch operations.
• High school diploma.
• Excellent customer service and interpersonal skills.
• Proficient in teller transactions and related systems.

Responsibilities

• Greet members and assess branch visit reasons.
• Process deposits, withdrawals, and transfers accurately.
• Input loan applications and related data for underwriting.
• Advise members on products and services to meet needs.
• Cross-sell credit union products based on needs assessment.
• Maintain accurate records and comply with policies.

Skills

Customer service

Sales experience

Cash handling

Cross-selling

Education

High school diploma

Tools

Symitar

Synapsys MRM

Job description

Apple Federal Credit Union in Lake Ridge is seeking a Member Advisor to deepen member relationships through proactive sales and service activities. You will handle teller transactions, underwriting-supported loan processing, and open deposit accounts while delivering friendly, professional service to members.

The role requires at least two years in lending or branch operations, strong math and communication skills, and adherence to credit union policies.