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:
Role:
Under general supervision, but following established policies and procedures performs a broad range of member service activities in person, through video, by mail, and/or by telephone. Additionally, responsible for supporting Commercial Lenders, Portfolio Administrators and Servicing Specialists with the maintenance of member relationships. Performs a variety of membership and share account support duties which require knowledge of such departmental procedures. Inputs data using PC and is able to work in a fast-paced environment. Must possess excellent interpersonal communication skills, problem solving skills and the ability to represent the credit union in a courteous, professional manner. Exhibits member service skills and team cooperation in accordance with credit union standards. 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 duties and projects assigned by the Commercial Servicing Manager
Essential Functions & Responsibilities:
Knowledge and Skills:
Experience:
Three years to five years of similar or related experience.
Commercial Services experience preferred, but not required.
Education:
High school diploma or equivalent (GED).
Associate degree preferred.
Interpersonal Skills:
Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation.
Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills:
Excellent communication skills, both written and verbal. Ability to project a friendly and positive attitude through the phone channel.
Strong business and financial acumen; familiarity with commercial, business, or small business banking a plus
Ability to learn and cross-sell credit union products and services. Knowledge of E-Funds helpful.
Excellent math ability and attention to detail.
Excellent ability to multi-task.
Proficient in the use of Symitar for posting teller transactions and inquiries on deposit and loan accounts.
Proficient in Synapsys CRM, to act on PSO's, create and input to events, and retrieve and read My Sales reports.
Proficiency with Microsoft programs including Word, Excel, and Outlook
Possesses the ability to learn commercial servicing software, Silverlake
Physical Requirements:
The ability to lift 25 lbs. and utilize standard office equipment including, but not limited to, PC, fax, copier, telephone, etc.
Some travel required via onsite visits to businesses on an as needed basis.
Work Environment:
Ability to function in a financial institution environment.
*** 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. ***