Research and Records Generalist

Apple Federal Credit Union; Fairfax (VA); On-site; USD 29,000 - 37,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) with employer match

Paid time off and 11 federal holidays

Tuition reimbursement and ongoing培训

Job summary

Apple Federal Credit Union in Fairfax, VA is hiring a Research and Records Generalist for our Headquarters location. This full-time role offers an hourly wage range of $21.35 to $26.69 and requires thorough mail handling, records input, and document retention duties.

Under supervision, you will process mailed deposits, sort mail, balance general ledger entries, and assist with secure storage and processing for the Federal Reserve.

Qualifications

• Minimum twelve months financial institution or cash handling experience
• High school education or GED
• Excellent oral and written communication skills
• Excellent interpersonal and member/customer service skills
• Analytical, research and problem-solving skills; ability to manage multiple tasks
• Ability to lift 50 lbs and sit for long periods; able to use standard office equipment; some travel; not remote

Responsibilities

• Support mailroom operations and deliver mail to branches; process packages and apply correct postage
• Issue office supplies following procedures
• Process mailed member deposits, loan payments and deposits via Remote Deposit Capture; balance general ledger entries
• Perform quality assurance of account documentation for regulatory compliance
• Process USPS returned mail and update member addresses
• Input records into imaging systems via scanning or data entry
• Facilitate research requests for document retrieval and nightly settlements
• Reconcile branch/department settlement files with core processing results and submit to Federal Reserve
• Organize daily work from branches; assist in labeling, shipping and cold storage records
• Escort document destruction vendor and log destruction at Headquarters
• Direct visitors to appropriate locations at Headquarters

Skills

Oral and written communication

Interpersonal & customer service

Analytical & problem solving

Multitasking

Physical capability (lift 50 lbs)

General office equipment familiarity

Education

High school diploma or GED

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Research and Records Generalist

Document Imaging Regular Full-Time Headquarters, Fairfax, VA, US

Salary Range: $21.35 To $26.69 Hourly

Why Join Apple?

At Apple Federal Credit Union, we’re more than a financial institution; we’re a community-focused organization powered by passionate people. With 24 branches across Northern Virginia and a proud legacy of service, we’re committed to improving the lives of our members and the communities we serve.

We believe our employees are our greatest asset. That’s why we foster a supportive workplace culture that values inclusiveness, innovation and growth. Whether you’re just starting out or advancing your career, you’ll find opportunities for professional development, mentorship and meaningful impact.

Why Work at Apple FCU

• Recognized as a WTOP Top Workplaces (2026)
• Collaborative, welcoming environment with forward-thinking leadership
• Medical, dental and vision coverage
• 401(k) with employer match
• Paid time off and 11 paid federal holidays
• Tuition reimbursement and ongoing training opportunities

Job Duties:

Under general supervision, but following established policies and procedures, the Research and Records Generalist delivers & sorts incoming and interdepartmental mail, issues office supplies, escorts approved vendors through the Headquarters facility and observes onsite document destruction. Processes mailed member, scanned and remote deposit transactions and inputs records into corporate document retention system. Receives, sorts, and files daily work from the branch locations and processes returned mail. Prepares records for secured storage at cold storage facility and receives/balances the transmittal of branch/department settlement files to the Federal Reserve in a timely manner. Performs duties and responsibilities in accordance with The Apple Way principles, of Team Up, Serve With Purpose, Challenge Yourself and Own It. Remains cognizant of and adheres to credit union policies and procedures, and regulations pertaining to the Bank Secrecy Act. Performs other duties as assigned appropriate by the Document Imaging and Records Manager

Responsibilities:

• Supports mailroom operations by sorting incoming and outgoing interdepartmental mail, delivering mail to credit union branches, receiving, and recording expedited delivery packages and affixing appropriate postage to items using a postage meter
• Issues office supplies to credit union personnel and departments following established procedures
• Processes mailed member deposits, loan payments and deposits received through Remote Deposit Capture mobile applications or scanners while ensuring that personal teller activity and applicable general ledger entries are balanced
• Performs quality assurance of account documentation to ensure compliance with member identification regulation
• Processes USPS returned mail to ensure member addresses are up to date across applicable platforms
• Inputs records into corporate imaging systems via scanning devices or imported electronic documentation and classifies results by type through data entry and filed form indexing
• F acilitates research requests for document retrieval, scanning and nightly settlement at the branch level
• Reconciles submitted branch/department settlement files with core processing results and submits finished product to the Federal Reserve by the established deadline
• Receives, sorts and files daily work from the branches and departments and assists in the labeling, shipping, and maintaining of accurate records for cold storage
• Escorts document destruction vendor during bin retrieval and logs onsite check destruction at Headquarters facility
• Directs visitors to the appropriate location and/or notifies credit union personnel of their arrival at the Headquarters facility

Qualifications-all required unless otherwise noted:

• Minimum (12) twelve months financial institution or cash handling experience is helpful
• A high school education or GED
• Excellent oral and written communication skills. Excellent interpersonal and member/customer service skills
• Excellent analytical, research and problem-solving skills. Ability to manage multiple tasks
• Ability to lift 50 lbs, sit for long periods of time. Able to utilize standard office equipment including, but not limited to, PC, fax, copier, telephone, etc. Some travel is required to Post Office. This position is not eligible for a remote work environment
• Ability to function in a financial institution branch environment

Employment Type: Full-Time

Location: 4097 Monument Corner Drive, Fairfax, VA 22030

*** Apple Federal Credit Union values, encourages, and implements diversity in the workplace.

As an equal opportunity employer, Apple Federal Credit Union does not discriminate in employment with regard to race, color, religion, national origin, citizenship status, ancestry, age, sex (including sexual harassment), sexual orientation, marital status, physical or mental disability, military status or unfavorable discharge from military service or any other characteristic protected by law.

All selected candidates will be subject to credit and background checks to determine employment eligibility. ***