Winchester Customer Service Associate
5 days ago
We are seeking a highly skilled and customer-focused Customer Support Specialist to join our team in Winchester, VA. As a Member Services Representative I at Apple Federal Credit Union, you will play a vital role in delivering exceptional service to our members, processing transactions, and promoting our products.
Key Responsibilities:
- Member Engagement:
- Represent the credit union with courtesy and professionalism to members in person, by mail, or over the phone.
- Efficiently process transactions, including deposits, withdrawals, and account transfers.
- Balance checks and cash accurately, ensuring compliance with daily cash received vouchers.
- Loan and Account Services:
- Receive loan payments, checks, and cash for deposit into members' savings and checking accounts.
- Verify amounts and examine checks for proper endorsement and negotiability.
- Input transaction information into our computer system via PC.
- Respond to member correspondence regarding account transactions.
- Information and Outreach:
- Provide basic account information on loans and share products to members as needed.
- Under the guidance of branch management, contact members regarding deposit accounts, loan applications, and other relevant products.
- Record member activity in the Synapsys MRM system.
- Service Excellence:
- Embody the 'Pillars of Member Service' by consistently delivering friendly and professional interactions to internal and external members.
- Stay informed about all Apple FCU products, services, policies, and procedures.
- Complete internal training requirements promptly.
- Sales and Compliance:
- Identify cross-selling opportunities based on Synapsys recommendations and refer members accordingly.
- Process member requests for share withdrawals.
- Adhere to Apple FCU Security Policy, CTR, and SAR reporting, and negotiable items procedures.
- Refer any questionable transactions to your immediate supervisor.
Requirements:
- A minimum of 12 months of experience in a financial institution or cash handling role.
- A high school diploma or equivalent (GED).
- Strong interpersonal skills and a commitment to exceptional member/customer service.
- Effective oral and written communication abilities.
- A willingness to learn and promote credit union products.
- Proficiency with basic math and attention to detail.
- The ability to navigate PC-based systems.
- A comfort working in a financial institution environment.
- Bilingual is preferred.
Benefits:
Apple Federal Credit Union offers a competitive salary of approximately $40,000 per year, plus additional benefits, including health, vision, dental, 401(k) contribution match, tuition reimbursement, guaranteed 11 federal holidays, paid time off, paid volunteer time, TEAM Bonus plan, and more.
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