Branch Customer Representative

Overview

Starting Pay: $20.00 Incentive raises earned for learning key skills!

Service Center Hours of Operation: Monday through Thursday 8:30 AM - 5:00 PM and Friday 8:30 AM - 6:00 PM Shifts are based around the hours of operation

Position Type: Full Time

The Branch Customer Representative (Member Advocate) plays a key role in customer service throughout the branch locations. Suncoast Credit Union advocates positively impact member experience and build lasting relationships. This position conducts a wide range of financial transactions providing professional, prompt, courteous, and accurate service while also holding high respect for the confidentiality of members. Additionally, this individual proactively seeks competency skill progression, fostering growth within the position.

Responsibilities

• Greet and welcome members to the credit union branch providing excellent member service throughout interactions

• Identify ways to improve members' financial life

• Present and advise members, or prospective members, about Suncoast Credit Union financial products and services to meet their financial needs

• Provide answers to members' questions

• Solve problems regarding members' financial needs by listening to details, collecting data, securing answers, and reporting results to the inquiring party

• Process deposits, withdrawals, check cashing, loan payments, transfers between accounts, gift cards, traveler's checks, and money orders

• Assess membership eligibility by interviewing prospective members

• Maintain knowledge of Suncoast Credit Union products and services, including features and benefits

• Open deposit account

• Perform account changes, reconciliations, and error resolution

• Implement credit union policies and procedures regarding teller transactions

• Verify deposits, withdrawals, loan payments, and account balance amounts

• Obtain proper identification and endorsements

• Verify signatures, maintain proper check approval and cash drawer limits

• Balance cash drawer at the end of day

• Maintain an accurate teller balancing record

• Secure negotiable items and confidential records

• Assist with servicing ATM, night drop vault, coin machine, and CDM

Qualifications

• High school diploma or equivalent

• 1+ year of experience with a financial institution or similar customer service role (Attainment of a bachelor's degree may be substituted for previous work experience)

• General math proficiency to balance cash drawer, audit own work, and reconcile accounts

• Good written, verbal and interpersonal communication skills to professionally interact effectively with members and staff

• Must be able to maintain a high level of confidentiality

Skills

• Customer Service

• Data Science

• Sales

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to sit, stand, and walk; use hands and fingers to handle or feel; reach with hands and arms; talk and hear. Must be able to lift and carry up to 25 pounds. Vision requirements include close and classroom vision. Occasionally required to travel by automobile. Occasionally required to work other than normal business hours.

Safe Act Statement

This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (NMLS). The employee will obtain a unique identifier from the registry before engaging in mortgage loan originator activities. The employee must maintain and renew the registration on an annual basis, provide updated registration information with the registry on a timely basis, and provide a unique identifier to consumers as required by applicable SAFE Act regulations and Suncoast Credit Union policies and procedures.

Benefits

• Financial Well-Being: Bonus Program up to 9%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts

• Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage

• Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO

• Community Involvement: Paid Volunteer Hours

• Growth: Degree Assistance up to $5,000 per year

• Flexibility: Remote, Hybrid, and Onsite Schedules

• Security: Pet Insurance, Free Identity Theft Protection, Legal Assistance

For more information, including additional benefits, please visit our benefits website at https://careers.suncoastcreditunion.com/benefits

Company Overview

Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. Chartered in 1934, Suncoast has never furloughed any employees.

For more information, please visit our careers site at https://careers.suncoastcreditunion.com/