Job description
Shifts are based around the hours of operation
Branch Customer Representative (Member Advocate)
The 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 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.
Suncoast Credit Union is consistently chosen as a Top Workplace because its employees genuinely #LoveWork! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. Chartered in 1934, Suncoast has never furloughed any employees. To attract the highest quality candidates, Suncoast Credit Union offers a comprehensive benefits package including, but not limited to:
- 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
- Process 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
- 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 communication skills (written, verbal and interpersonal) to professionally interact effectively with members and staff
- Must be able to maintain a high level of confidentiality
Physical Demands
While performing the duties of this job, the employee is regularly required to sit, stand, and walk; use hands and fingers to handle or feel; reach with hands and arms; talk and hear. Must be able to lift and carry up to 25 pounds. Vision requirements include close and classroom vision. Occasionally required to travel by automobile. Occasionally required to work other than normal business hours.
Safe Act Statement