Branch Customer Representative
About The Position
The Branch Customer Representative (Member Advocate) plays a key role in customer service throughout the branch locations. Suncoast Credit Union advocates positively impact member experience and build lasting relationships. This position conducts a wide range of teller financial transactions providing professional, prompt, courteous, and accurate service while also holding high respect for the confidentiality of members. Additionally, this individual proactively seeks competency skill progression, fostering growth within the position.
Requirements
- High school diploma or equivalent
- 1+ year of experience with a financial institution or similar customer service role (Attainment of a bachelor’s degree may be substituted for previous work experience)
- General math proficiency to balance cash drawer, audit own work, and reconcile accounts
- Good written, verbal and interpersonal communication skills to professionally interact effectively with members and staff
- Must be able to maintain a high level of confidentiality
Responsibilities
- Greet and welcome members to the credit union branch providing excellent member service throughout interactions
- Identify ways to improve members’ financial life
- Present and advise members, or prospective members, about Suncoast Credit Union financial products and services to meet their financial needs
- Provide answers to members’ questions
- Solve problems regarding members’ financial needs by listening to details, collecting data, securing answers, and reporting results to the inquiring party
- Conduct teller transactions such as processing deposits, withdrawals, check cashing, loan payments, transfers between accounts, gift cards, traveler’s checks, and money orders
- Assess membership eligibility by interviewing prospective members
- Maintain knowledge of Suncoast Credit Union products and services, including features and benefits
- Open deposit account
- Perform account changes, reconciliations, and error resolution
- Implement credit union policies and procedures regarding teller transactions
- Verify deposits, withdrawals, loan payments, and account balance amounts
- Obtain proper identification and endorsements
- Verify signatures, maintain proper check approval and cash drawer limits
- Balance cash drawer at the end of day
- Maintain an accurate teller balancing record
- Secure negotiable items and confidential records
- Assist with servicing ATM, night drop vault, coin machine, and CDM
Benefits
- Financial Well-Being: Bonus Program up to 12%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts
- Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage
- Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO
- Community Involvement: Paid Volunteer Hours
- Growth: Degree Assistance up to $5,000 per year
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
