Branch Customer Representative Bilingual Preferred

Suncoast Credit Union•Bradenton, FL

1d•Onsite

About The Position

The Branch Customer Representative (Member Advocate) supports customer service across Suncoast Credit Union branch locations. The role positively impacts member experience and builds lasting relationships by conducting a wide range of teller financial transactions with professional, prompt, courteous, and accurate service while protecting members’ confidential information. The representative also proactively develops competency and skills within the position. The position is full-time. Compensation is $20.00 per hour, with incentive raises earned for learning key skills. Shifts are based around service center hours: Monday through Thursday, 8:30 AM–5:00 PM, and Friday, 8:30 AM–6:00 PM. The role requires NMLS registration for mortgage loan originator activities and occasional travel by automobile and work outside normal business hours.

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 to interact professionally and effectively with members and staff.
Ability to maintain a high level of confidentiality.
Register with the Nationwide Mortgage Licensing System and Registry (NMLS), obtain a unique identifier before engaging in mortgage loan originator activities, and maintain the registration as required.
Able to lift and carry up to 25 pounds.
Must meet the described physical demands, with reasonable accommodations available for individuals with disabilities.

Nice To Haves

Bilingual ability is preferred.

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 on Suncoast Credit Union products and services to meet their financial needs.
Answer members’ questions.
Resolve problems regarding members’ 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 prospective members’ eligibility by interviewing them.
Maintain knowledge of credit union products and services, including their features and benefits.
Open deposit accounts.
Perform account changes, reconciliations, and error resolution.
Follow 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 proper 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 before engaging in mortgage loan originator activities; maintain and renew registration annually, provide timely updates, and provide a unique identifier to consumers as required.