Apple Federal Credit Union · 2 weeks ago
Sterling Member Service Representative I (part time)
Apple Federal Credit Union is a community-focused organization committed to improving the lives of its members. As a Member Services Representative I, you will provide exceptional service, process transactions, assist with account inquiries, and promote products to maintain positive member relationships.
BankingFinanceFinancial Services
Responsibilities
Represent the credit union to members with courtesy and professionalism, whether in person, by mail, or over the telephone
Efficiently process transactions, including deposits, withdrawals, and account transfers
Balance checks and cash accurately, ensuring compliance with daily cash received vouchers
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
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
Embrace the 'Pillars of Member Service' by consistently delivering friendly and professional interactions to both internal and external members
Stay informed about all Apple FCU products, services, policies, and procedures
Complete internal training requirements promptly
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 (Currency Transaction Report) and SAR (Suspicious Activity Report) reporting, and negotiable items procedures
Refer any questionable transactions to your immediate supervisor
Qualification
Required
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
Benefits
Medical, dental and vision coverage
401(k) with employer match
Paid time off and 11 paid federal holidays
Paid volunteer time to give back
Tuition reimbursement and ongoing training opportunities
Annual TEAM Bonus plan
Company
Apple Federal Credit Union
Apple Federal Credit Union is a banking firm that provides financial services, loans and personalized services.
Funding
Current Stage
Late StageRecent News
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