Member Services Associate — Transactions & Cross-Sell

Apple-Federal-Credit-Union; Chantilly (VA); On-site; USD 27,000 - 34,000; Full time

Job summary

Apple Federal Credit Union in Chantilly, VA is hiring a Member Service Representative I. Under supervision, you will handle teller transactions, assist members in person or by phone, and uphold The Apple Way customer service standards.

You should have at least 12 months cash handling experience, a high school diploma, and strong communication and math skills. Proficiency with Symitar and Synapsys MRM is a plus.

Qualifications

• Minimum (12) twelve months financial institution or cash handling experience.
• High school diploma or equivalent (GED).
• Excellent interpersonal and member/customer service skills.
• Excellent oral and written communication skills.
• Ability to learn and cross-sell credit union products and services.
• Excellent math ability and attention to detail.
• Proficient in Symitar for posting teller transactions and inquiry on deposit accounts and loan accounts.
• Proficient in Synapsys MRM, to act on PSO’s, create and input to events, and retrieve and read My Sales reports.
• PC proficient.

Responsibilities

• Represents the credit union to the member, 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.
• 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 via PC.
• Processes mail transactions, replies to member correspondence by form letter regarding transactions affecting their accounts.
• Provides member basic account info on Loans and Shares products or existing accounts as needed.
• Under the direction of branch management, contacts member in regards to deposit accounts, loan applications, and other products as directed.
• Inputs comments and records member activity in the Synapsys MRM as needed.
• Incorporates the “Pillars of Member service” into daily activities, including providing friendly, professional service to internal and external members.
• Stays abreast of and follows all Apple FCU products, services, policies, and procedures.
• Meets all internal training requirements for this position.
• Identifies opportunities for cross-selling and offers PSOs as presented in Synapsys and refers members accordingly.
• Processes member requests for share withdrawals.
• Adheres to Apple FCU Security Policy, CTR and SAR reporting, negotiable items procedures.

Skills

Interpersonal skills

Customer service

Communication skills

Mathematical ability

Education

High school diploma or equivalent

Tools

Symitar

Synapsys MRM

Job description

Apple Federal Credit Union in Chantilly, VA is hiring a Member Service Representative I. Under supervision, you will handle teller transactions, assist members in person or by phone, and uphold The Apple Way customer service standards.

You should have at least 12 months cash handling experience, a high school diploma, and strong communication and math skills. Proficiency with Symitar and Synapsys MRM is a plus.