Member Service Rep I - Ashburn

Apple Federal Credit Union is a community‑focused organization with 24 branches across Northern Virginia. Recognized as a USA Top Workplace (2025) and a Top Workplace by The Washington Post (2024), Apple FCU offers a collaborative, welcoming environment, forward‑thinking leadership, and opportunities for professional development, mentorship, and meaningful impact.

Benefits

• Medical, dental, and vision coverage
• 401(k) with employer match
• Paid time off and 11 paid federal holidays
• Paid volunteer time
• Tuition reimbursement and ongoing training opportunities
• Annual TEAM Bonus plan

Responsibilities

• Represent the credit union to members in person, by mail, or by telephone in a courteous, professional manner.
• Provide prompt, efficient, and accurate service for deposits, withdrawals, account transfers, and loan payments.
• Balance checks and cash to daily cash‑received vouchers.
• Process mail transactions and respond to member correspondence with form letters.
• Provide basic account information on loans, shares, and existing accounts as needed.
• Contact members regarding deposit accounts, loan applications, and other products under branch management direction.
• Enter comments and record member activity in the Synapsys MRM system.
• Incorporate the “Pillars of Member Service” into daily activities, delivering friendly, professional service to internal and external members.
• Stay current on Apple FCU products, services, policies, and procedures; meet all internal training requirements.
• Identify cross‑selling opportunities and refer members to Potential Sales Opportunities (PSOs) as presented in Synapsys.
• Process member requests for share withdrawals.
• Adhere to Apple FCU Security Policy, including CTR and SAR reporting and negotiable‑item procedures; refer questionable transactions to a supervisor.

Qualifications

• Minimum 12 months experience in a financial institution or cash‑handling role.
• High school diploma or equivalent (GED).
• Excellent interpersonal and customer‑service skills.
• Strong oral and written communication abilities.
• Ability to learn and cross‑sell credit union products and services.
• Excellent math skills and attention to detail.
• Proficiency with Symitar for posting teller transactions and reviewing deposit and loan accounts.
• Basic ability to inquire on loan applications in process.
• Proficiency in Synapsys MRM for handling PSOs, creating events, and reading sales reports.
• General PC proficiency.

Physical Requirements

• Ability to lift up to 25 lb.
• Use of standard office equipment such as PC, fax, copier, and telephone.

Employment Type: Full‑Time
Location: Ashburn Branch, Apple Federal Credit Union