Branch Customer Representative

Suncoast Credit Union•East Lake, FL

4d•Onsite

About The Position

The Branch Customer Representative (Member Advocate) plays a key role in customer service throughout Suncoast Credit Union branch locations. The role positively impacts the member experience and builds lasting relationships by conducting a wide range of teller financial transactions with professional, prompt, courteous, and accurate service while respecting member confidentiality. The representative proactively develops competency and progresses in key skills. The position operates around service center hours: Monday through Thursday, 8:30 AM to 5:00 PM, and Friday, 8:30 AM to 6:00 PM. Shifts are based around these hours. Compensation is $20.00 per hour, with incentive raises earned for learning key skills. The role requires registration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (NMLS), including obtaining and maintaining a unique identifier and meeting applicable registration and renewal requirements.

Requirements

High school diploma or equivalent.
At least 1 year of experience with a financial institution or in a similar customer service role; a bachelor’s degree may substitute for previous work experience.
General math proficiency to balance a cash drawer, audit work, and reconcile accounts.
Good written, verbal, and interpersonal communication skills for professional interaction with members and staff.
Ability to maintain a high level of confidentiality.
Ability to meet the physical demands of the role, including lifting and carrying up to 25 pounds.
Ability to register and maintain registration as a mortgage loan originator with the NMLS.

Responsibilities

Greet and welcome members at the branch and provide excellent service throughout interactions.
Identify ways to improve members’ financial lives.
Present and advise members or prospective members about credit union products and services that meet their financial needs.
Answer members’ questions.
Resolve problems related to members’ financial needs by listening, collecting information, obtaining answers, and reporting results.
Conduct teller transactions, including deposits, withdrawals, check cashing, loan payments, account transfers, gift cards, traveler’s checks, and money orders.
Assess prospective members’ membership eligibility through interviews.
Maintain knowledge of credit union products and services, including their features and benefits.
Open deposit accounts.
Perform account changes, reconciliations, and error resolution.
Apply credit union policies and procedures for teller transactions.
Verify deposits, withdrawals, loan payments, and account balances.
Obtain proper identification and endorsements.
Verify signatures and maintain appropriate check approval and cash drawer limits.
Balance the cash drawer at the end of the day and maintain accurate teller balancing records.
Secure negotiable items and confidential records.
Assist with servicing the ATM, night drop vault, coin machine, and CDM.
Register as a mortgage loan originator with the NMLS, obtain a unique identifier before engaging in mortgage loan originator activities, maintain and renew registration annually, provide timely registration updates, and provide the identifier to consumers as required.