Call Center Financial Representative - Bilingual Spanish Required

Suncoast Credit Union • Tampa, FL

3d

About The Position

The Call Center Financial Representative contributes to the service provided to Suncoast Credit Union members by delivering prompt, accurate, efficient, and professional support while protecting the confidentiality, security, and privacy of member data. The role is suited to a self-motivated person who can adapt quickly, manage multiple tasks, and work effectively in a fast-paced environment.

The position handles inbound member calls, processes financial transactions, provides information about credit union products and services, determines membership eligibility, and researches and resolves member concerns. It also includes account maintenance, data entry, account corrections, and compliance training. Training is scheduled Monday through Friday, 8:00 AM–5:00 PM. The Member Care Center operates Monday through Friday, 7:00 AM–8:00 PM, and Saturday, 8:00 AM–1:00 PM, with various shifts available during those hours. A hybrid option may be available after 3–6 months of satisfactory performance.

Requirements

• High school diploma or equivalent.
• Bilingual language proficiency may be required in some locations based on business need; the posting title specifies Spanish is required.
• Ability to prioritize tasks and manage competing and changing priorities to meet deadlines.
• Accurate, detail-oriented, and organized task management.
• Ability to analyze and resolve difficult and complex problems.
• Good written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators.
• Ability to communicate information requiring explanation or interpretation.
• Ability to work independently and in a team-oriented environment.
• Ability to manage fluctuating shifts, including early morning or evening hours.

Nice To Haves

• Previous experience with a financial institution, call center, or customer service role is preferred.

Responsibilities

• Handle a high volume of inbound telephone inquiries.
• Process financial transactions for members, including withdrawals, loan payments, and transfers between accounts.
• Inform members and prospective members about Suncoast Credit Union products and services.
• Maintain a pleasant tone and manner and demonstrate patience in customer interactions.
• Determine membership eligibility.
• Research and resolve member concerns.
• Perform account maintenance, data entry, and account corrections.
• Maintain awareness of calls waiting.
• Implement phone center and member service requirements established by management.
• Attend educational events to increase professional knowledge.
• Complete annual BSA/AML compliance training and understand the employee’s role in maintaining an effective BSA/AML compliance program.
• Complete FACT Act Red Flag training.

Benefits

• Bonus program up to 12%.
• 401(k) matching up to 8%.
• Retirement planning.
• Pay increases based on competency.
• Employee loan discounts.
• Flexible spending accounts.
• Medical coverage.
• Dental and vision coverage.
• Access to 4,000+ gyms.
• Mental health resources.
• PTO wellness days.
• Short-term and long-term disability coverage.
• 11 paid holidays.
• Three weeks of paid time off.
• Four weeks of paid parental leave.
• Birthday PTO.
• Paid volunteer hours.
• Degree assistance up to $5,000 per year.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED