Branch Customer Representative

We need to output HTML fragment with sections: Overview? The instruction says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We need to include sections only when posting has real specific content. The posting includes Overview (maybe not needed), Compensation, Service Center Hours, Position Type, Responsibilities, Qualifications, Skills, Physical Demands, Safe Act Statement, Benefits, Company Overview. We need to map to headings: About the role (maybe overview), Responsibilities, Requirements (maybe Qualifications), Skills, Benefits, Pay (compensation), Schedule (hours). Also maybe "Physical Demands" not in list; we could omit or treat as part of Requirements? The instruction says only use those headings; we should not create other headings like Physical Demands or Safe Act Statement unless they fit under existing headings. We can incorporate that info into Requirements or Skills? Probably better to include under Requirements (Qualifications) or maybe as a separate section not listed? But instruction says prefer few substantive sections over many thin ones. We could combine Physical Demands and Safe Act Statement into Requirements or maybe into a "Working Conditions" but not allowed. So we should embed them within appropriate sections: maybe under Requirements (Qualifications) we can include physical demands and Safe Act statement as part of qualifications? Or we could create a section "Requirements" and include qualifications, physical demands, Safe Act statement. The instruction says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It lists both Requirements and Qualifications as examples; maybe they are similar. We need to decide which to use. Could use both? But they'd be similar. Probably we should use "Qualifications" for education/experience, and "Requirements" for physical demands and Safe Act? However the examples list both; maybe they expect either. We'll include both if we have content. We have Compensation: $20.00 Hourly - Incentive raises earned for learning key skills! That's Pay. Service Center Hours: 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. That's Schedule. Position Type: Full Time (maybe not needed). Overview: The Branch Customer Representative (Member Advocate) plays a key role... Could be About the role. Responsibilities: list. Qualifications: list (high school diploma, experience, math proficiency, communication skills). Skills: list (Customer Service, Data Science, Sales). Actually the posting lists Skills: Customer Service Data Science Sales (maybe three). We'll list as items. Benefits: list. We also have Company Overview: could be omitted as boilerplate? It's not boilerplate but maybe we can include as About the role? Already have overview. Could add a short paragraph about company but maybe not needed. The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Company Overview is not boilerplate but could be considered generic; but we can keep as part of About the role? Might be okay to include as a separate section "About the company"? Not in allowed headings. Better to incorporate into About the role or omit. Since we already have About the role describing the position, we can add company overview there. Physical Demands and Safe Act Statement: we need to include them somewhere. Could add under Requirements (or Qualifications) as bullet points. Thus sections: About the role (h3), Responsibilities (h3), Requirements (h3) (or Qualifications), Skills (h3), Benefits (h3), Pay (h3), Schedule (h3). We must not repeat job title as heading. The job title is Branch Customer Representative (Member Advocate). Not used. We must preserve all substantive information. Ensure we don't lose any details. Let's extract details: Overview: "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 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 list (each bullet): - 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 - 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 (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 Skills: - Customer Service - Data Science - Sales Physical Demands (to embed maybe under Requirements): - 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 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 - Community Involvement: Paid Volunteer Hours - Growth: Degree Assistance up to $5,000 per year - For more information, including additional benefits, please visit our benefits website at https://careers.suncoastcreditunion.com/benefits Pay: "$20.00 Hourly - Incentive raises earned for learning key skills!" Schedule: "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 (maybe not needed). Could be included in About the role or omitted. Now produce HTML:

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 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
• 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

Requirements

• 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
• 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.
• 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.

Skills

• Customer Service
• Data Science
• Sales

Benefits