Member Advisor - Burke Centre jobs in United States
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Apple Federal Credit Union · 10 hours ago

Member Advisor - Burke Centre

positionBurke Centre, Fairfax Station, VA, US
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
date2+ years exp

Apple Federal Credit Union is a community-focused organization committed to improving the lives of its members. The Member Advisor plays a crucial role in providing personalized recommendations and exceptional service to credit union members, involving cross-selling products and addressing inquiries while ensuring compliance with policies and procedures.

BankingFinanceFinancial Services

Responsibilities

Conduct thorough assessments to understand member needs
Provide personalized product recommendations
Cross-sell credit union products based on needs
Accurately process loan applications
Address inquiries via face-to-face or telephone
Investigate and resolve member queries
Adhere to policies and complete required paperwork
Document member activity in the system
Stay informed about products and policies
Support external business development events

Qualification

Lending experienceBranch operations experienceSymitar proficiencyL360 proficiencyLoan document familiarityLending regulations knowledgeCustomer service skillsMath skillsInterpersonal skillsCommunication skills

Required

Minimum two (2) years' experience in lending or branch operations
High school diploma
Excellent positive member/customer service and interpersonal skills
Strong math skills and effective communication with members
Familiarity with loan documents, lending regulations, and credit union policies
Proficiency in Symitar for posting transactions and inquiries
Proficiency in L360 for loan application processing
Ability to lift 25 lbs. and function 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

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Apple Federal Credit Union is a banking firm that provides financial services, loans and personalized services.
dateFounded in 1956
location
Fairfax, Virginia, USA
people-size501-1000 employees
web-link
https://www.applefcu.org/

Funding

Current Stage
Late Stage

Leadership Team

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Andy Grimm, CPA
President/CEO
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Christopher Cooper, CPA
CFO
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Recent News

LinkedIn
Apple Federal Credit Union on LinkedIn: #internshipopportunity #nowhiring #creditunioncareers #myapplefcu…
2024-04-08
LinkedIn
Apple Federal Credit Union on LinkedIn: #15years #milestone #dedication
2024-04-08
Law360
Apple Federal Credit Union Can't Shake Overdraft Fee Suit
2024-04-08
Company data provided by crunchbase