Job Description

Job Description

Job Description

Why Join Apple?

Apple FCU is deeply rooted in the community; we value and embrace workplace diversity. We believe our employees are our most valuable asset, so we are committed to providing professional development and assisting in career journeys.

Apple FCU also offers a robust benefits package, including health; vision; dental; 401(k) contribution match; tuition reimbursement; guaranteed 11 federal holidays; paid time off; paid volunteer time; TEAM Bonus plan and much more.

Additional workplace highlights:

• Named a USA Today Top Workplace in 2025
• Named a Top Workplace by The Washington Post in 2024
• Diverse, friendly work environment, progressive management staff
• 24 branches in Virginia

Customer Service Role Summary:

Under general supervision, but following established policies and procedures, assists members through a variety of contact methods on matters pertaining to their accounts, including balance inquiries, transfer of funds and general member service inquiries. Answers questions concerning services provided by the credit union from members and staff.

Essential Functions & Responsibilities

• Represents the credit union to the member by telephone in a courteous, professional manner. Provides prompt, efficient and accurate service in the processing of all transactions, such as withdrawals, transfer of funds, requests for account information, etc.
• Provides information to members via telephone on loan options, rates, terms and collateral requirements. Informs members of necessary information required to complete loan applications. Completes loan requests by telephone and prepares for review by Loan Officer. Prepares loan documentation for approved loans in accordance with established procedures. Processes approved loans, reviews documentation and inputs information.
• Receives and handles all calls regarding member accounts. Provides accurate information to members regarding credit union services, products, policies and procedures. Advises members of federal regulations applicable to these policies and procedures. Resolves member complaints and errors.
• Opens new accounts, explaining options such as single and joint ownership for savings and checking, gathers required information and prepares necessary paperwork for members to process new account.
• Cross sells credit union products and services to members.

Experience

• Minimum one year of financial institution experience and/or customer service experience preferred.
• Previous teller, lending, sales or member/customer service experience preferred.

Education

• High school diploma or equivalent (GED).
  

Other Skills

• Ability to learn and cross-sell credit union products and services based on members’ needs.
• Ability to multi-task efficiently while maintaining thorough attention to detail.
• Laptop proficiency in Microsoft Word/Windows/Teams on multiple screens.

Physical Requirements

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

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.

Job Tags

Work at office,

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