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. Provides information to members via face to face or telephone. This information may include, but is not limited to, alternative loa

Originates first and second mortgage loans. Utilizes established personal network within the local mortgage, banking, and credit union industry to increase market share. Identifies referral sources and collaborate with all internal stakeholders to increase the Credit Union's presence and competitive status by expanding existing business relationships and servicing members

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'

Receives and handles member inquiries by various contact methods in a courteous, professional manner. 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, continuously striving for first

Directs the activities of the Member S olutions Center to ensure Apple FCU members receive superior service from a trained, motivated, and professional staff by via telephone and digital communication channels. Develops action plans to correct any noted deficiencies. Monitors activity within the departments to ensure service expectations are being met consistently. Establ

Proactively greets members, assesses reasons for branch visit, and assists members accordingly Processes transactions such as deposits, withdrawals, and account transfers. Balances checks and cash to daily cash received vouchers Inputs all required loan application data into the appropriate computer systems, promptly and accurately, to include generation and correct compl

As a Financial Advisor at Apple Federal Credit Union, you will play a crucial role in assisting clients with achieving their financial goals and securing their financial futures. This position offers an exciting income opportunity, a supportive work culture, and ample room for professional development. Responsibilities Identify and evaluate members' financial needs, objec

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'

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'

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'

Review, edit and publish documents, workflows, job aids, FAQ's, eLearning courses, manuals and AppleNet (SharePoint) pages. Collaborates with project teams, business analysts, quality assurance and knowledge management to create documentation which establishes the alignment between member service business processes, and information technology. Utilizes structured intervie