Member Advisor - Herndon Branch

**Why Join Apple?** At Apple Federal Credit Union, we’re more than a financial institution; we’re a community-focused organization powered by passionate people. With 24 branches across Northern Virginia and a proud legacy of service, we’re committed to improving the lives of our members and the communities we serve. We believe our employees are our greatest asset. That’s why we foster a supportive workplace culture that values inclusiveness, innovation and growth. Whether you’re just starting out or advancing your career, you’ll find opportunities for professional development, mentorship and meaningful impact. **Why Work at Apple FCU** - Recognized as a USA Top Workplace (2025) and Top Workplace by The Washington Post (2024) - Collaborative, welcoming environment with forward-thinking leadership - Competitive, comprehensive benefits package, including: - Medical, dental and vision coverage - 401(k) with employer match - Paid time off and 11 paid federal holidays - Paid volunteer time to give back - Tuition reimbursement and ongoing training opportunities - Annual TEAM Bonus plan **Role:** Under general supervision, deepen member relationships by assessing financial needs through proactive sales and service activities. Perform teller transactions using TCR, originate consumer loans within the underwriting guidelines; this includes application input, data input, compiling necessary statistics, and loan disbursal. Incorporates The Apple Way into daily activities, providing friendly, courteous and professional service to external and internal members. The staff member will qualify potential members, complete all required steps to open deposit accounts and online/mobile services. Additionally, the staff member will gather information to complete consumer on applications, member requests for information and/or account maintenance. The staff member will use established Apple Federal Credit Union sales techniques to assist in achieving individual and related sales goals. 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 job duties as assigned by the Branch Manager. **Essential Functions & Responsibilities:** E 15% Proactively greets members, assesses reasons for branch visit, and assists members accordingly. E 10% Processes transactions such as deposits, withdrawals, and account transfers. Balances checks and cash to daily cash received vouchers. E 5% Inputs all required loan application data into the appropriate computer systems, promptly and accurately, to include generation and correct completion of all required loan documents. This is to support a timely and accurate underwriting review for final decision and ensuring Apple Federal Credit Union security interest in protected. E 5% Functions as a “trusted advisor” to Apple members by recommending appropriate products and services and counseling on how to improve members’ financial situation. E 5% In compliance with Apple Federal Credit Union policy and procedure, accurately completes all required paperwork and data input for new deposit account openings, initiation of other credit union services, and application for membership. E 5% Provides basic account information on Loans and Shares products or existing accounts as needed to members. E 5% Receives loan payments, checks and cash for deposit into members’ savings and/or checking accounts, verifies amount, and examines checks for proper endorsement, negotiability and inputs information into the computer system via PC. E 5% Adheres to Apple FCU Security Policy, CTR and SAR reporting, negotiable items procedures. Refers questionable transactions to immediate supervisor. E 5% Provides product and/or service recommendations to members based on thorough needs assessment. E 5% Responsible for cross-selli…