Branch Customer Representative

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
• Solve problems regarding members’ financial needs by listening to details, collecting data, securing answers, and reporting results to the inquiring party
• 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 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 (or attainment of a bachelor’s degree may be substituted)
• 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

• Sit, stand, and walk
• Use hands and fingers to handle or feel
• Reach with hands and arms
• Talk and hear
• Lift and carry up to 25 pounds
• Close and classroom vision
• Occasionally required to travel by automobile
• Occasionally required to work other than normal business hours

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

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.