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The Financial Advisor role will help employees, members and/or new clients by assessing their financial goals, needs and objectives while providing them with exceptional personalized service and investment products. Must have a working knowledge of products offered by competitors. This job has no supervisory responsibilities. However, this position may be assigned a sales assistant and/or partner
Posted 1 day ago
Give prompt, efficient, and accurate service in the processing of all transactions such as deposits, withdrawals, loan payments, and account transfers. Balances checks and cash to daily cash received vouchers. Provide member basic account information on Loans and Share products or existing accounts as needed. Identify opportunities for cross selling and offer Potential Sales Opportunities (PSO's)
Posted 1 day ago
Responsible for credit bureau vendor management, reporting and research. Acts as liaison with other credit bureau "customers" within the credit union and reviews, approves and/or disputes all credit bureau invoices for Consumer Lending. Oversight of the credit bureau vendor(s) relationship, credit data and invoice review. Monitor and review accounts that are under a credit bureau reporting suppres
Posted 1 day ago
Give prompt, efficient, and accurate service in the processing of all transactions such as deposits, withdrawals, loan payments, and account transfers. Balances checks and cash to daily cash received vouchers. Provide member basic account information on Loans and Share products or existing accounts as needed. Identify opportunities for cross selling and offer Potential Sales Opportunities (PSO's)
Posted 1 day ago
Why Join Apple? Named 2021 Washington Post Top Workplace Named 2021 Best In State Credit Union and Best Credit Union in Northern Virginia by Forbes Named a 2020 Best Credit Union to work for by the Credit Union Journal State of the art facilities Headquarters Facility Competitive Compensation package (5% 401 k Match / Pension Plan/ Tuition Reimbursement) Internal Career Development opportunities D
Posted 1 day ago
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, loan processing, etc. Handles all types of calls including the most complex inquiries. Review loans conditioned by the credit committee and notify
Posted 1 day ago
Assists in the administration/coordination of security/collateral on loans. Includes, but not limited to, within the proper jurisdictions, initiating, maintaining, and verification of security interest filings, disbursing checks to Departments of Motor Vehicle and/or other state agencies, and attending to the renewal of security interest filings. Review's list of paid loans. Processes notices of p
Posted 1 day ago
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 a
Posted 1 day ago
Provides highest level of service to commercial members in person and over the phone and all facets of commercial banking and credit underwriting and portfolio management, including research and analysis, credit investigations, inquiries, credit analysis on new and existing portfolio loans, and overall portfolio analytics. Detail oriented, must balance credit quality with production and timeliness
Posted 1 day ago
Provides product and/or service recommendations to members based on thorough needs assessment. Responsible for cross selling credit union products and services to members. Cross sells other products as identified through the needs assessment. Incorporates the "Pillars of Member Service" into daily activities, providing friendly, courteous, and professional service to external and internal members.
Posted 1 day ago
Assists the MSC Technology with in testing and supporting new functionality that is implemented into Online/Mobile Banking. To include Consumer and Business banking. Researches and investigates anomalies of online and mobile banking transactions using the FraudMap system; daily. Contact member if an anomaly is detected to discuss the best course of action to take regarding their account security.
Posted 1 day ago
Processes conforming/non conforming mortgage applications for member(s). Processes mortgage applications that are originated by Apple FCU Mortgage Loan Originators, branch offices and/or MortgageBot (online application software). Processing activities include, but are not limited to Verifying income, employment, assets, down payments, debts, and property value. Calculation of debt and LTV ratios,
Posted 1 day ago
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 a
Posted 1 day ago
Proactively greets members, assesses reasons for branch visits, and assists members accordingly. Processes transactions such as deposits, withdrawals, and account transfers. Balances checks and cash to daily cash received vouchers. Provides basic account information on Loans and Shares products or existing accounts as needed to members. Receives loan payments, checks, and cash for deposit into mem
Posted 1 day ago
Proactively greets members, assesses reasons for branch visits, and assists members accordingly. Processes transactions such as deposits, withdrawals, and account transfers. Balances checks and cash to daily cash received vouchers. Provides basic account information on Loans and Shares products or existing accounts as needed to members. Receives loan payments, checks, and cash for deposit into mem
Posted 1 day ago
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