Branch Customer Representative

Suncoast Credit Union Saint Petersburg, Florida
representative credit financial loan r&r operation pm representative advocate customer service transactions confidentiality growth
November 22, 2022
Suncoast Credit Union
Saint Petersburg, Florida
FULL_TIME
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

Various shifts are available based on the hours of operation


Branch Customer Representative (Member Advocate)

The 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.


Suncoast Credit Union is consistently chosen as a 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. To attract the highest quality candidates, Suncoast Credit Union offers a comprehensive benefits package including, but not limited to:

*
COMPETITIVE MARKET SALARIES * MEDICAL COVERAGE * PAID TIME OFF * PAID HOLIDAYS * PARENTAL LEAVE * RETIREMENT PLANNING * DEGREE ASSISTANCE * BONUS OPTIONS * ACCESS TO OVER 4,000 GYMS * FREE IDENTITY THEFT PROTECTION * PAID VOLUNTEER HOURS * LEGAL ASSISTANCE * MENTAL HEALTH RESOURCES * EMPLOYEE LOAN DISCOUNTS *

Get the benefits you deserve from an organization that cares about your well-being, inside and outside the workplace. Join a team that supports a healthy body, healthy mind, and healthy work-life balance!

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 communication skills (written, verbal and interpersonal) to professionally interact effectively with members and staff
  • Must be able to maintain a high level of confidentiality


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.

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