Floating Member Service Representative lll

Apple FCU
Following established policies and procedures performs a broad-range of member service activities in person, by mail, and/or by telephone.

Full Time 

***The Floating Member Service Representative III will be assigned to branches within the Western Region***

Job Duties:
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.

*** Candidates who meet the minimum requirements of the position will be sent a required online assessment to the email address listed in the application. ***

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.
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.
Provides member basic account information on Loans and Shares products or existing accounts as needed.
Under the direction of branch management, contacts member in regards to deposit accounts, loan applications, and other products as directed.
Inputs comments and records member activity in the Synapsys MRM as needed.
Incorporates the “Pillars of Member service” into daily activities, including providing friendly, professional service to internal and external members.
Stays abreast of and follows all Apple FCU products, services, policies, and procedures. Meets all internal training requirements for this position.
Identifies opportunities for cross-selling and offers Potential Sales Opportunities (PSO’s) as presented in Synapsys and refers members accordingly.
Processes member requests for share withdrawals.
Adheres to Apple FCU Security Policy, CTR and SAR reporting, negotiable items procedures.
Refers questionable transactions to immediate supervisor.
Performs duties and responsibilities in accordance with The Apple Way principles, of Team Up, Inspire Promoters, Challenge Yourself and Own It.
Remains cognizant of and adheres to credit union policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Provides support to various Branch locations as needed and performs other duties as assigned by the Branch Manager or Director of Branch Operation

High school diploma.
Excellent positive member/customer service and interpersonal skills.
Excellent math skills and the ability to effectively communicate with members.
Familiarity with loan documents, lending regulations and credit union policies and procedures.
Proficient in the use of Symitar for posting teller transactions and inquiry on deposit accounts and loan accounts.
Proficient in the Akcelerant to perform basic inquiry on loan applications in process, input loan applications, and disburse approved loans.
Proficient in Synapsys MRM, to act on PSO’s, create and input to events, and retrieve and read My Sales reports.
Minimum two (2) years’ experience in lending or branch operations area.
Excellent oral, written and telephone communication skills.
Attention to detail and accuracy.
Keyboarding 40 w.p.m.
PC applications proficient
Ability to function in a financial institution branch environment and utilize standard office equipment including but not limited to: PC, fax, copier, telephone, postage machine, etc.

Applicants can apply using the following link: https://www.applefcu.org/careers
*Apple Federal Credit Union is an equal opportunity employer. All employees will be subject to credit and background checks to determine employment eligibility.