Call Center Financial Representative

Suncoast Credit Union • Fort Myers, FL

1d • $20 • Hybrid

About The Position

The Call Center Financial Representative is a key contributor to the outstanding service provided to Suncoast Credit Union members. This role upholds a high level of member satisfaction by providing prompt, accurate, efficient, and professional service, with the utmost concern for confidentiality, security, and privacy of member data. An ideal candidate is a self-motivated individual who thrives in a fast-paced environment with the ability to adapt quickly and manage multiple tasks.

Requirements

• High school diploma or equivalent
• Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines
• Accurate, detail-oriented, and organized with 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 preferred
• Previous experience with a financial institution, call center, or customer service role preferred

Responsibilities

• Handle a high volume of inbound telephone inquiries
• Process a variety of financial transactions for members, such as withdrawals, posting loan payments, and transfers between accounts
• Inform members and prospective members about products and services offered by Suncoast Credit Union
• Demonstrate patience in all customer interactions, maintaining a pleasant tone and manner
• Determine membership eligibility
• Research and resolve member concerns
• Perform account maintenance, data entry, and account corrections
• Maintain an 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 understands employee’s role in maintaining an effective BSA/AML compliance program
• Complete FACT Act Red Flag training

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

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