Manassas Financial Services Representative

7 days ago

Manassas, Virginia, United States Apple Federal Credit Union Full time
Job Summary

We are seeking a highly skilled Member Services Representative I to join our team at Apple Federal Credit Union. This part-time role is based in Manassas, VA and offers a rewarding opportunity to work with a diverse group of individuals while providing exceptional service to our members.

Responsibilities
  • Member Engagement:
    • Deliver outstanding member experiences through courteous and professional interactions, both in-person and over the phone.
    • Process transactions efficiently, including deposits, withdrawals, and account transfers.
    • Ensure accurate balancing and cash handling, adhering to daily cash received vouchers.
  • Loan and Account Services:
    • Receive loan payments, checks, and cash for deposit into members' 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.
    • Contact members regarding deposit accounts, loan applications, and other relevant products under the guidance of branch management.
    • Record member activity in the Synapsys MRM system.
  • Service Excellence:
    • Elevate member satisfaction by consistently delivering friendly and professional interactions.
    • 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
  • At least 12 months of experience in a financial institution or cash handling role.
  • High school diploma or equivalent (GED).
  • Strong interpersonal skills and a commitment to exceptional member/customer service.
  • Effective oral and written communication abilities.
  • Willingness to learn and promote credit union products.
  • Proficiency with basic math and attention to detail.
  • Ability to navigate PC-based systems.
  • Comfort working in a financial institution environment.
Compensation

The estimated annual salary for this position is $45,000 - $60,000 depending on experience.

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