Branch Customer Representative Bilingual Preferred

Suncoast Credit Union•Cape Coral, FL

1d•Onsite

About The Position

The Branch Customer Representative (Member Advocate) supports customer service at Suncoast Credit Union branch locations, positively impacting members’ experiences and building lasting relationships. The role conducts a range of teller financial transactions with professional, prompt, courteous, and accurate service while protecting members’ confidential information. The representative proactively develops competency and progresses within the position. Compensation is $20.00 per hour, with incentive raises earned for learning key skills. Service center hours are Monday through Thursday, 8:30 AM–5:00 PM, and Friday, 8:30 AM–6:00 PM; shifts are based around these operating hours. The position requires NMLS registration before engaging in mortgage loan originator activities, with annual renewal and timely updates as required by applicable regulations and Suncoast Credit Union policies.

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 one’s 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 meet the physical requirements of the role, including lifting and carrying up to 25 pounds.

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 about financial products and services suited to their needs.
Answer members’ questions.
Resolve members’ financial service issues 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.
Interview prospective members to assess membership eligibility.
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 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, obtain a unique identifier before engaging in mortgage loan originator activities, maintain and annually renew registration, provide timely registration updates, and provide the identifier to consumers as required.