Branch Customer Representative

Suncoast Credit Union•East Lake, FL

3d•Onsite

About The Position

The Branch Customer Representative (Member Advocate) delivers customer service throughout Suncoast Credit Union branch locations, positively impacting member experience and building lasting relationships. The role performs a wide range of teller financial transactions with professional, prompt, courteous, and accurate service while protecting member confidentiality. The representative proactively develops competency and skills 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 scheduled around those hours of operation. This is a full-time position. The position requires registration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (NMLS). The employee must obtain a unique identifier before engaging in mortgage loan originator activities, maintain and renew registration annually, provide updated registration information in a timely manner, and provide the identifier to consumers as required by applicable SAFE Act regulations and Suncoast Credit Union policies and procedures.

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 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.
Register as a mortgage loan originator with NMLS and meet the related registration, renewal, update, and identifier requirements described in the SAFE Act statement.
Able to sit, stand, and walk; use hands and fingers to handle or feel; reach with hands and arms; and talk and hear.
Able to lift and carry up to 25 pounds.
Vision requirements include close and classroom vision.

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 financial products and services that meet their needs.
Answer members’ questions.
Resolve problems regarding members’ financial needs by listening, collecting data, securing answers, and reporting results to the inquiring party.
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 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 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, maintain and renew the registration annually, provide timely registration updates, and provide the unique identifier to consumers as required.