Member Banking Advisor & Loan Specialist

Apple Federal Credit Union; Woodbridge (VA); On-site; USD 42,000 - 48,000; Full time

Benefits offered by this job

Competitive benefits

Paid time off

Tuition reimbursement

Ongoing training opportunities

Annual TEAM Bonus plan

Job summary

Apple Federal Credit Union in Lake Ridge, VA, seeks a customer-focused teller with a strong commitment to member service. You will process deposits, loans, and daily transactions while applying The Apple Way principles to build trusted relationships.

This role emphasizes cross-selling financial products, accuracy in data entry, and adherence to policies. We offer comprehensive benefits, career development, and a collaborative team environment designed to help you grow.

Qualifications

• Experience - Minimum two (2) years' experience in lending or branch operations area.
• Education - High school diploma.
• Interpersonal Skills - Excellent positive member/customer service and interpersonal skills.

Responsibilities

• Proactively greets members, assesses reasons for branch visit, and assists members accordingly.
• Processes transactions such as deposits, withdrawals, and account transfers. Balances checks and cash to daily cash received vouchers.
• Inputs all required loan application data into the computer systems, promptly and accurately, to include generation and correct completion of all required loan documents.
• Provides product and service recommendations to members based on thorough needs assessment.
• Cross-sells other products as identified through the needs assessment.
• Adheres to Apple FCU policy and procedures, and ensures proper documentation and compliance.

Skills

Lending/branch operations experience

Interpersonal skills

Excellent math skills

Excellent communication

Attention to detail

Keyboarding 40 w.p.m.

Proficient in PC applications

Education

High school diploma

Tools

Symitar

Akcelerant

Synapsys MRM

Job description

Apple Federal Credit Union in Lake Ridge, VA, seeks a customer-focused teller with a strong commitment to member service. You will process deposits, loans, and daily transactions while applying The Apple Way principles to build trusted relationships.

This role emphasizes cross-selling financial products, accuracy in data entry, and adherence to policies. We offer comprehensive benefits, career development, and a collaborative team environment designed to help you grow.