Call Center Financial Representative

Overview

5 positions available!

Compensation: $20.00 hourly

Start date: May 28th, 2024

Position Type: Full Time

Training Schedule: Monday through Friday 8:00 AM - 5:00 PM

Member Care Center Hours of Operation: Monday through Friday 7:00 AM - 8:00 PM & Saturday 8:00 AM - 1:00 PM various shifts are available within the hours of operation

• Hybrid option available after 3-6 months of satisfactory performance*

The Call Center Financial Representative is a key contributor to the outstanding service provided to Suncoast Credit Union members. This role upholds a high level of member satisfaction by providing prompt, accurate, efficient, and professional service, with the utmost concern for confidentiality, security, and privacy of member data. An ideal candidate is a self-motivated individual who thrives in a fast-paced environment with the ability to adapt quickly and manage multiple tasks.

Responsibilities

• Handle a high volume of inbound telephone inquiries

• Process a variety of financial transactions for members, such as withdrawals, posting loan payments, and transfers between accounts

• Inform members and prospective members about products and services offered by Suncoast Credit Union

• Demonstrate patience in all customer interactions, maintaining a pleasant tone and manner

• Determine membership eligibility

• Research and resolve member concerns

• Perform account maintenance, data entry, and account corrections

• Maintain an awareness of calls waiting

• Implement phone center and member service requirements established by management

• Attend educational events to increase professional knowledge

• Complete annual BSA/AML compliance training and understands employee's role in maintaining an effective BSA/AML compliance program

• Complete FACT Act Red Flag training

Qualifications

• High school diploma or equivalent

• Bilingual preferred

• Previous experience with a financial institution, call center, or customer service role preferred

• Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines

• Accurate, detail-oriented, and organized with task management

• Ability to analyze and resolve difficult and complex problems

• Good written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators

• Ability to communicate information requiring explanation or interpretation

• Ability to work independently and in a team-oriented environment

• Ability to manage fluctuating shifts with early morning or evening hours

Skills

• AI & Machine Learning

• Customer Service

• Data Science

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/