Branch Customer Representative

Suncoast Credit Union•Palm Bay, FL

18h•Onsite

About The Position

The Branch Customer Representative (Member Advocate) plays a key role in customer service throughout Suncoast Credit Union branch locations. This position positively impacts member experience and builds lasting relationships by providing a wide range of teller financial transactions with professional, prompt, courteous, and accurate service while protecting members’ confidentiality. The representative also proactively develops competency in key skills and progresses within the position. The role works shifts based around the service center’s hours of operation: Monday through Thursday, 8:30 AM–5:00 PM, and Friday, 8:30 AM–6:00 PM. Compensation is $20.00 per hour, with incentive raises earned for learning key skills. 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 previous work experience.
General math proficiency to balance a cash drawer, audit 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 sit, stand, and walk; use hands and fingers to handle or feel; reach with hands and arms; and talk and hear.
Ability to lift and carry up to 25 pounds.
Close and classroom vision.
Ability to travel occasionally by automobile and occasionally work outside normal business hours.

Responsibilities

Greet and welcome members to the branch and provide excellent service throughout their interactions.
Identify ways to improve members’ financial lives.
Present and advise members and prospective members about credit union products and services that meet their financial needs.
Answer members’ questions.
Resolve problems involving members’ financial needs by listening, gathering information, securing answers, and reporting results.
Process 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 appropriate 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 NMLS, obtain a unique identifier before engaging in mortgage loan originator activities, maintain and renew registration annually, provide timely updated registration information, and provide the identifier to consumers as required.