Branch Customer Representative

Suncoast Credit Union•Palmetto, FL

2d•Onsite

About The Position

The Branch Customer Representative (Member Advocate) supports customer service across Suncoast Credit Union branch locations. The position positively impacts member experience and builds lasting relationships by providing a wide range of teller financial transactions with professional, prompt, courteous, and accurate service while protecting members’ confidentiality. The representative also proactively develops competencies and progresses in skills within the role. This full-time position pays $20.00 per hour, with incentive raises earned for learning key skills. Service center hours are 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. 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 disclosure requirements.

Requirements

High school diploma or equivalent.
At least one 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 one’s own 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.

Responsibilities

Greet and welcome members to 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 data, 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’ eligibility through interviews.
Maintain knowledge of Suncoast 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 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 NMLS, maintain and renew the registration annually, provide timely updated registration information, and provide the unique identifier to consumers as required.