Branch Customer Representative

About the role

As a Branch Customer Representative (Member Advocate), you will play a key role in delivering exceptional customer service at Suncoast Credit Union branch locations. This full-time position focuses on building lasting member relationships through professional, prompt, and accurate financial transactions while maintaining high respect for member confidentiality. The role encourages proactive skill development and growth within the position.

Responsibilities

• Greet and welcome members, providing excellent service throughout all interactions.
• Identify opportunities to improve members’ financial well-being.
• Present and advise members or prospective members about Suncoast Credit Union financial products and services to meet their needs.
• Answer members’ questions and solve problems regarding their financial needs by listening, collecting data, securing answers, and reporting results.
• Conduct teller transactions, including deposits, withdrawals, check cashing, loan payments, transfers, gift cards, traveler’s checks, and money orders.
• Assess membership eligibility by interviewing prospective members.
• Maintain up-to-date knowledge of Suncoast Credit Union products, services, features, and benefits.
• Open deposit accounts and perform account changes, reconciliations, and error resolution.
• Implement credit union policies and procedures for teller transactions.
• Verify deposits, withdrawals, loan payments, and account balances.
• Obtain proper identification and endorsements, and verify signatures.
• Maintain proper check approval and cash drawer limits.
• Balance cash drawer at the end of the day and maintain accurate teller balancing records.
• Secure negotiable items and confidential records.
• Assist with servicing ATMs, night drop vaults, coin machines, and CDMs.

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 work, and reconcile accounts.
• Strong written, verbal, and interpersonal communication skills for professional interaction with members and staff.
• Ability to maintain a high level of confidentiality.

Skills

• Customer Service
• Sales

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 these functions.

• Regularly required to sit, stand, walk, use hands and fingers to handle or feel, and reach with hands and arms.
• 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 outside normal business hours.

Safe Act Statement

This position requires registration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (NMLS). You will obtain a unique identifier before engaging in mortgage loan originator activities and must maintain and renew this registration annually. Updated registration information must be provided to the registry on a timely basis, and the unique identifier must be shared with 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 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.

Pay

$20.00 hourly with incentive raises earned for learning key skills.

Schedule

Full-time position with shifts based around the following hours of operation:

• Monday through Thursday: 8:30 AM – 5:00 PM
• Friday: 8:30 AM – 6:00 PM