Branch Customer Representative

Suncoast Credit Union•Naples, FL

2d•Onsite

About The Position

The Branch Customer Representative (Member Advocate) supports customer service throughout 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 respecting member confidentiality. The representative proactively develops competency and skills within the position. The position is full-time, with shifts based around service center hours: Monday through Thursday, 8:30 AM–5:00 PM, and Friday, 8:30 AM–6:00 PM. 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), and ongoing compliance with applicable registration and SAFE Act 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 to interact professionally and effectively with members and staff.
Ability to maintain a high level of confidentiality.
Ability to lift and carry up to 25 pounds.
Must register as a mortgage loan originator with the NMLS and meet ongoing registration requirements.

Responsibilities

Greet and welcome members to the credit union branch and provide excellent service throughout interactions.
Identify ways to improve members’ financial lives.
Present and advise members and 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 data, securing answers, and reporting results.
Process teller transactions, including deposits, withdrawals, check cashing, loan payments, account transfers, gift cards, traveler’s checks, and money orders.
Assess membership eligibility by interviewing prospective members.
Maintain knowledge of credit union products and services, including their features and benefits.
Open deposit accounts.
Perform account changes, reconciliations, and error resolution.
Implement credit union policies and procedures for teller transactions.
Verify deposits, withdrawals, loan payments, and account balance amounts.
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 an accurate teller balancing record.
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, renew and maintain registration annually, timely update registration information, and provide a unique identifier to consumers as required.