Call Center Financial Representative

Suncoast Credit Union • Titusville, FL

5d

About The Position

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

Requirements

• High school diploma or equivalent.
• 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 with early morning or evening hours.

Nice To Haves

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

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 patient, pleasant tone and manner in customer interactions.
• Determine membership eligibility.
• Research and resolve member concerns.
• Perform account maintenance, data entry, and account corrections.
• Monitor 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