Branch Customer Representative - Bilingual Preferred

Suncoast Credit Union•Wimauma, FL

2d•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 providing professional, prompt, courteous, and accurate service for a range of teller financial transactions while respecting member confidentiality. The representative also proactively develops competencies and skills. The position 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 those 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 keeping registration information current in accordance with applicable SAFE Act regulations and 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.
Registration with NMLS as a mortgage loan originator, including obtaining and maintaining a unique identifier and meeting ongoing registration obligations.
Ability to sit, stand, and walk; handle or feel items with hands and fingers; reach with hands and arms; and talk and hear.
Ability to lift and carry up to 25 pounds.
Close and classroom vision.

Nice To Haves

Bilingual skills are preferred.
Customer service skills.
Data science skills.
Sales skills.

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 and prospective members on credit union products and services to meet their financial needs.
Answer members’ questions.
Resolve members’ financial-needs problems by listening, collecting information, 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 through interviews.
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 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 NMLS before engaging in mortgage loan originator activities, maintain and renew registration annually, provide timely updates, and provide the unique identifier to consumers as required.