Bilingual Branch Member Advocate – Financial Services

Suncoast Credit Union; Florida; On-site; USD 28,000 - 33,000; Full time

Benefits offered by this job

Bonus program

401K matching

Dental coverage

Vision coverage

PTO

Job summary

Suncoast Credit Union is seeking a Branch Customer Representative (Member Advocate) to provide professional, prompt, and courteous service while handling a wide range of teller transactions in our Florida branch locations.

You will greet members, discuss financial products to meet their needs, and maintain confidentiality. The role emphasizes listening, data gathering, and solving member issues while upholding branch procedures and accuracy.

Qualifications

• 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

Responsibilities

• 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
• Conduct teller transactions such as processing 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

Skills

Customer Service

Data Science

Sales

Education

High school diploma or equivalent

Job description

Suncoast Credit Union is seeking a Branch Customer Representative (Member Advocate) to provide professional, prompt, and courteous service while handling a wide range of teller transactions in our Florida branch locations.

You will greet members, discuss financial products to meet their needs, and maintain confidentiality. The role emphasizes listening, data gathering, and solving member issues while upholding branch procedures and accuracy.