Floating MSR I

Posted Yesterday
Be an Early Applicant
Falls Church, VA, USA
In-Office
20-24 Hourly
Junior
Financial Services
The Role
Provides member service at multiple credit union branches by processing deposits, withdrawals, transfers, loan payments, and other account transactions. Answers member questions, handles correspondence, balances cash and checks, follows security and regulatory procedures, and identifies cross-selling opportunities. Requires strong communication, customer service, multitasking, cash-handling, and computer skills. The role is full-time, may require travel among Northern Virginia branches, and operates Monday through Saturday based on business needs.
Summary Generated by Built In

Why Join Apple?

At Apple FCU, we take pride in our strong community ties and our commitment to workplace diversity. Our employees are at the heart of our success, and we actively support their professional development and career journeys. As part of our comprehensive benefits package, we offer: health; vision; dental; 401(k) contribution match; tuition reimbursement; guaranteed 11 federal holidays; paid time off; paid volunteer time; TEAM Bonus plan and much more.

Additional Workplace Highlights:

  • Named Top Workplaces by the Washington Post 2023
  • Named Top Workplace USA 2023
  • Named American Banker Best Credit Unions to Work For 2022
  • Diverse, friendly work environment, progressive management staff
  • 21 branches in Northern Virginia with easy commuting distance

Role:

Under general supervision, but following established policies and procedures performs a broad range of member service activities in person, by mail, and/or by telephone. Answers questions concerning services provided by the credit union from members while quickly and efficiently processing transactions. Must possess excellent interpersonal communication skills and the ability to represent the credit union in a courteous, professional 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 Member Services and clerical duties as assigned by the Branch Manager or Assistant Branch Manager. Provides support to various Branch locations as needed and performs other duties as assigned by the Branch Manager or Director of Branch Operations.

Essential Functions & Responsibilities:

E

20%

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.

E

20%

Receives loan payments, checks and cash for deposit into members savings and/or checking accounts, verifies amount, 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.

E

10%

Incorporates the “Pillars of Member service” into daily activities, including providing friendly, professional service to internal and external members.

E

15%

Stays abreast of and follows all Apple FCU products, services, policies, and procedures. Meets all internal training requirements for this position.

E

15%

Identifies opportunities for cross-selling and refers members accordingly.

E

10%

Processes member requests for share withdrawals.

E

10%

Adheres to Apple FCU Security Policy, CTR and SAR reporting, negotiable items procedures. Refers questionable transactions to immediate supervisor.

Performance Measurements:

1.

This position will be assessed against the following performance competencies:
 Challenging Yourself
 Communications
 Serving with Purpose
 Owning It
 Teaming Up

2.

This position will be assessed against annual goals.

Knowledge and Skills:

Experience

Minimum (12) twelve months financial institution or cash handling experience. 

Education

High school diploma or equivalent (GED). 

Interpersonal Skills

Excellent interpersonal and member/customer service skills. 

Other Skills

Must have the ability to multi-task. Excellent oral and written communication skills. Ability to learn and cross-sell credit union products and services. Ability to learn and cross-sell credit union products and services. PC proficient. 

Physical Requirements

Travel may be required, and will be reimbursed at the rate published on the Apple Federal Credit Union intranet. Ability to utilize standard office equipment including but not limited to: PC, fax, copier, telephone, postage machine, etc. 

Work Environment

Ability to function in a financial institution branch environment. 

Employment Type: Full-Time

Hours: Mon - Sat (based on business needs)

 

Location: The Floating Member Service Representative I will be assigned to branches within the Northern Virginia area such as Bailey's Crossroads, Burke, Chantilly, Fairfax, Fairfax Corner, Falls Church, Kingstowne, Merrifield, Mt. Vernon, Springfield, Stafford, and more.

*** 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. ***

Skills Required

  • At least 12 months of financial institution or cash-handling experience
  • High school diploma or equivalent GED
  • Excellent interpersonal and member/customer service skills
  • Ability to multitask
  • Excellent oral and written communication skills
  • Ability to learn and cross-sell credit union products and services
  • PC proficiency
  • Ability to work in a financial institution branch environment
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The Company
HQ: Fairfax, VA
617 Employees
Year Founded: 1956

What We Do

Apple Federal Credit Union is a not-for-profit, member-owned financial cooperative serving Northern Virginia. It provides members with personalized financial solutions, service and advice for everyday and complex financial needs, alongside banking access through branches, online and mobile banking, and ATMs. Its mission is to earn member trust through caring service, competitive financial solutions, clear products, and positive community impact, with a purpose of improving lives and fulfilling dreams.

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