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Hours Full-time, Part-time
Location Fairfax, VA
Fairfax, Virginia

About this job

Job Duties:

Under general supervision, but following established policies and
procedures, assists members via telephone on matters pertaining to their
accounts, including balance inquiries, transfer of funds and consumer loan
applications. Responsible for compiling
and processing loan data. Inputs data
using PC. 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.

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, inputs information.
  • Performs a variety of loan support
    duties which require knowledge of such departmental procedures as calculating
    cash disbursed figures and debt ratios, verifying payroll deduction forms,
    processing loan payment change forms and issuing loans as directed by Team
    Leader.
  • 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 corrects
    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.
  • Researches and investigates member
    inquiries.
  • Maintains and updates member records
    as required.
  • Cross-sells credit union products
    and services to members.
  • Remains cognizant of and adheres to
    credit union policies and procedures, and regulations pertaining to the Bank
    Secrecy Act.
  • Perform other administrative and
    telephone processing duties as assigned by the Team Leader or the Director of
    Call Center Operations.
Qualifications-all required unless
otherwise noted:
  • High school diploma or equivalent
    (GED).
  • Minimum two years financial
    institution experience preferred.
  • Previous teller, lending, or
    member/customer service experience preferred.
  • Strong service orientation
    required. Excellent interpersonal communication skills as well as analytical
    and problem solving skills.
  • Ability to learn and cross-sell
    credit union products and services.
  • Extensive telephone contact.
  • Attention to detail.
  • Previous telephone sales/service
    experience preferred.
  • PC proficient including Microsoft
    Word/Windows.
  • Ability to function in a financial
    institution branch environment and utilize standard office equipment including
    but not limited to: PC, fax, copier,
    telephone, etc.
Hours:
  • Mondays 9:30 am – 6:00 pm
  • Tuesdays 9:30 am - 6:00 pm
  • Fridays 9:30 am - 6:00 pm
  • Saturday (twice a month), 9:00 am – 12:00 pm
  • Apple Federal Credit Union is an equal opportunity employer. All
employees will be subject to credit and background checks to determine
employment eligibility.