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Member Service Rep I

Apple Federal Credit Union, Alexandria, VA, United States

Duration: Full Time

Why Join Apple?


At Apple Federal Credit Union, we're more than a financial institution; we're a community-focused organization powered by passionate people. With 24 branches across Northern Virginia and a proud legacy of service, we're committed to improving the lives of our members and the communities we serve.

We believe our employees are our greatest asset. That's why we foster a supportive workplace culture that values inclusiveness, innovation and growth. Whether you're just starting out or advancing your career, you'll find opportunities for professional development, mentorship and meaningful impact.

Why Work at Apple FCU

  • Recognized as a USA Top Workplace (2025) and Top Workplace by The Washington Post (2024)
  • Collaborative, welcoming environment with forward-thinking leadership
  • Competitive, comprehensive benefits package, including:
  • 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

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.

Essential Functions & Responsibilities:


E

10%

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

10%

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

Provides member basic account information on Loans and Shares products or existing accounts as needed.

E

10%

Under the direction of branch management, contacts member in regards to deposit accounts, loan applications, and other products as directed.

E

10%

Inputs comments and records member activity in the Synapsys MRM as needed.

E

10%

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

E

10%

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

E

10%

Identifies opportunities for cross-selling and offers Potential Sales Opportunities (PSO's) as presented in Synapsys 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

Excellent oral and written communication skills.
Ability to learn and cross-sell credit union products and services.
Excellent math ability and attention to detail.
Proficient in the use of Symitar for posting teller transactions and inquiry on deposit accounts and loan accounts.
Ability to perform basic inquiry on loan applications in process.
Proficient in Synapsys MRM, to act on PSO's, create and input to events, and retrieve and read My Sales reports.
PC proficient.


Physical Requirements

The ability to lift 25 lbs. and utilize standard office equipment including, but not limited to, PC, fax, copier, telephone, etc


Work Environment

Ability to function in a financial institution environment.


Employment Type: Full-Time

Location: Mt. Vernon Branch

***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.***