Member Service Rep II - Sterling

Job Description

Job Description

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 (2025)
• 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 and staff. 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 including basic loan transactions. Performs other duties as assigned by the Branch Manager.

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, opening of new checking/savings accounts, direct deposits, IRA’s, ATM cards and loan rates. May place stop payment on checks, provide copies of canceled checks, etc.

E

10%

Receives loan payments, checks and cash for deposit into members’ savings and/or checking accounts, verifies amount, examines checks for proper endorsement and negotiability and inputs information into the computer system. 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. May process consumer loan applications as directed by manager.

E

10%

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

E

10%

Identifies opportunities for cross-selling and offers Potential Sales Opportunities (PSO’s) as presented in Synapsys and refers members accordingly.

E

10%

Responsible for learning credit union products and services and being able to cross-sell them to the members.

E

10%

Processes member requests for share withdrawals.

E

10%

May disburse loan and share withdrawal checks. Follows up on work “left at desk” by members.

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 (24) twenty-four months financial institution experience.
Previous teller or customer service experience preferred.

Education

High school diploma or equivalent (GED).

Interpersonal Skills

Excellent oral and written communication skills.

Other 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.
Proficient in Akcelerant to perform basic inquiry on loan applications in process, and to input basic loan application information.
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: Sterling 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.***