Branch Customer Representative

Suncoast Credit Union•Lutz, FL

10h•Onsite

About The Position

The Branch Customer Representative (Member Advocate) supports customer service across Suncoast Credit Union branch locations. The role focuses on positively influencing member experience and building lasting relationships by conducting a range of teller transactions with professional, prompt, courteous, and accurate service while protecting member confidentiality. The representative also proactively develops competency and skills within the position. The role is full-time, with compensation of $20.00 per hour and 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 hours. The position 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 1 year of experience with a financial institution or in a similar customer service role; a bachelor’s degree may substitute for prior 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.
Register with the NMLS and meet applicable SAFE Act and credit union registration requirements.

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 credit union products and services suited to their financial needs.
Answer members’ questions.
Resolve members’ financial-service problems by listening, collecting data, securing 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 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.
Apply credit union policies and procedures to 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 conducting mortgage loan originator activities; maintain and renew registration annually, provide updated information on time, and provide the unique identifier to consumers as required.