Member Financial Advisor & Loan Specialist

Apple-Federal-Credit-Union; Falls Church (VA); Vor Ort; USD 33.000 - 41.000; Vollzeit

Zusammenfassung

Apple Federal Credit Union is seeking a Branch Teller at the Baileys Crossroads/Falls Church location. Under supervision, you will deepen member relationships by assessing financial needs, processing deposits and withdrawals, and initiating loan applications within underwriting guidelines.

You will open accounts, input data, and provide friendly service. The role emphasizes cross-selling, accuracy in data entry, and adherence to security and policy procedures.

Qualifikationen

• Minimum two (2) years' experience in lending or branch operations.
• High school diploma required.
• Excellent customer service and interpersonal skills.

Aufgaben

• Greet members and assist with branch visits.
• Process deposits, withdrawals, and transfers; balance cash.
• Input loan applications and prepare required documents for underwriting.
• Recommend products and services based on member needs.
• Cross-sell credit union products and services.
• Maintain accurate records in branch systems and CTR/SAR compliant.

Kenntnisse

Math aptitude

Customer service

Communication skills

Interpersonal skills

Attention to detail

Ausbildung

High school diploma

Tools

Symitar

Akcelerant

Synapsys MRM

Jobbeschreibung

Apple Federal Credit Union is seeking a Branch Teller at the Baileys Crossroads/Falls Church location. Under supervision, you will deepen member relationships by assessing financial needs, processing deposits and withdrawals, and initiating loan applications within underwriting guidelines.

You will open accounts, input data, and provide friendly service. The role emphasizes cross-selling, accuracy in data entry, and adherence to security and policy procedures.