Branch Customer Representative

Suncoast Credit Union•Crystal River, FL

8h•Onsite

About The Position

The Branch Customer Representative (Member Advocate) is a full-time position that plays a key role in customer service across branch locations. This role positively impacts member experience and builds lasting relationships by conducting a wide range of teller financial transactions with professionalism, promptness, courtesy, and accuracy, while maintaining high respect for member confidentiality. The individual is also expected to proactively seek competency skill progression to foster growth within the position. Compensation is $20.00 Hourly with incentive raises for learning key skills. Shifts are based around the Service Center Hours of Operation: Monday through Thursday 8:30 AM - 5:00 PM and Friday 8:30 AM - 6:00 PM.

Requirements

High school diploma or equivalent
1+ year of experience with a financial institution or similar customer service role
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
Customer Service skills
Data Science skills
Sales skills
Register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (NMLS)
Obtain a unique identifier from the registry before engaging in mortgage loan originator activities
Maintain and renew the registration on an annual basis
Provide updated registration information with the registry on a timely basis
Provide a unique identifier to consumers as required by applicable SAFE Act regulations and Suncoast Credit Union policies and procedures

Nice To Haves

Attainment of a bachelor’s degree (may be substituted for previous work experience)

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