Branch Customer Representative

Partner Compensation: $20.00 hourly with incentive raises earned for learning key skills. Full-time position with shifts based around branch hours of operation: Monday through Thursday 8:30 AM – 5:00 PM and Friday 8:30 AM – 6:00 PM.

About the role

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 teller financial transactions while providing professional, prompt, courteous, and accurate service. The role also involves proactively seeking competency skill progression to foster growth within the position.

Responsibilities

• Greet and welcome members to the credit union branch, providing excellent service throughout interactions
• Identify ways to improve members’ financial lives
• 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 and solve problems regarding their financial needs by listening to details, collecting data, securing answers, and reporting results
• Conduct teller transactions such as processing 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 accounts and 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, and maintain proper check approval and cash drawer limits
• Balance cash drawer at the end of day and maintain an accurate teller balancing record
• Secure negotiable items and confidential records
• Assist with servicing ATM, night drop vault, coin machine, and CDM

Requirements

• High school diploma or equivalent
• 1+ year of experience with a financial institution or similar customer service role (a bachelor’s degree may substitute for 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 with members and staff
• Ability to maintain a high level of confidentiality

Physical Demands

The physical demands described are representative of those required to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

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

Benefits

• Financial Well-Being: Bonus program up to 12%, 401K matching up to 8%, retirement planning, pay increases based on competency, employee loan discounts, flex spending accounts
• Wellness: Medical, 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