Research and Records Generalist

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
Diverse, friendly work environment, progressive management staff
20 branches in Northern Virginia with easy commuting distance

Job Duties:

The Research and Records Generalist is responsible for delivering & sorting incoming and interdepartmental mail, issuing office supplies, escorting approved vendors through the Headquarters facility, and observing onsite document destruction.

Additionally, will process mailed, scanned, and remote member deposit transactions, input records into corporate document retention system, and perform other duties as assigned by the Document Imaging and Records Manager.

*** This position is not eligible for a remote work environment

Responsibilities:

Supports mailroom operations by sorting incoming and outgoing interdepartmental mail, delivering mail to credit union branches, receiving, and recording expedited delivery packages and affixing appropriate postage to items using a postage meter.
Issues office supplies to credit union personnel and departments following established procedure.
Processes mailed member deposits, loan payments and deposits received through Remote Deposit Capture mobile applications or scanners while ensuring that personal teller activity and applicable general ledger entries are balanced.
Performs quality assurance of account documentation to ensure compliance with member identification regulation.
Processes USPS returned mail to ensure member addresses are up to date across applicable platforms.
Inputs records into corporate imaging systems via scanning devices or imported electronic documentation and classifies results by type through data entry and filed form indexing.
Facilitates research requests for document retrieval, scanning and nightly settlement at the branch level.
Reconciles submitted branch/department settlement files with core processing results and submits finished product to the Federal Reserve by the established deadline.
Receives, sorts and files daily work from the branches and departments and assists in the labeling, shipping, and maintaining of accurate records for cold storage.
Escorts document destruction vendor during bin retrieval and logs onsite check destruction at Headquarters facility.
Directs visitors to the appropriate location and/or notifies credit union personnel of their arrival at the Headquarters facility.
Remains cognizant of and adheres to credit union policies and procedures, and regulations pertaining to the Bank Secrecy Act

Qualification—all required unless otherwise noted:

HS diploma or equivalent required
Minimum (12) twelve months financial institution or cash handling experience preferred
Excellent interpersonal and member/customer service skills required
Excellent oral and written communication skills
Excellent analytical, research and problem-solving skills
Ability to manage multiple tasks
Ability to lift 50 lbs.

and sit for long periods of time
Ability to utilize standard office equipment including, but not limited to, PC, fax, copier, telephone, etc.
Some travel is required to Post Office
Ability to function in a financial institution branch environment

Hours: TBD

Location: Headquarters—Fairfax, Virginia

*** 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.

***