Branch Customer Representative - Bilingual Preferred

Suncoast Credit Union; Dade City (FL); Presencial; USD 21.000 - 30.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401K Matching up to 8%

Medical Coverage

Dental and Vision Coverage

PTO Wellness Days

Paid Holidays

Paid Parental Leave

Descripción de la vacante

Suncoast Credit Union is seeking a Member Advocate in Dade City, FL. You will greet members, handle teller transactions and platform duties, and guide customers to products aligned with their financial goals.

You will open accounts, process loans, and maintain accuracy with regulatory standards while promoting Suncoast services at local events and in daily interactions.

Formación

• High school diploma or equivalent.
• Minimum 1 year of financial institution or customer service experience recommended.
• Ability to maintain confidentiality and follow regulatory standards.

Responsabilidades

• Greet and assist members in a courteous, professional manner.
• Process deposits, withdrawals, loan payments, and inquiries.
• Open new accounts and input loan applications accurately.
• Cross-sell products based on member needs.
• Provide budgeting and debt counseling as needed.
• Represent the credit union at local events and support community initiatives.

Conocimientos

Active Listening

Cash-Handling

Communication

Customer Service

Empathy

Financial Management

Financial Product Sales

Loan Documentation

Loan Origination

Loan Processing

Membership Relations

Teamwork

Educación

High school diploma or equivalent

Descripción del empleo

Job Locations:12510 U.S. Highway 301 Dade City, FL 33525 United States of AmericaJob Details:The Member Advocate serves as a welcoming and trusted financial guide for credit union members. This role is responsible for delivering exceptional service through teller and platform functions, ensuring every member interaction is positive, informative, and aligned with their financial goals. The Member Advocate fosters a supportive environment where financial conversations are approachable and empowering, while also promoting credit union products and services. As a community connector, Member Advocates help grow the credit union’s presence by participating in local events, volunteering, and building relationships. In some locations, based upon business need, this role may be required to be bilingual in Spanish, Creole, or other languages.Position Overview:The Member Advocate serves as a welcoming and trusted financial guide for credit union members. This role is responsible for delivering exceptional service through teller and platform functions, ensuring every member interaction is positive, informative, and aligned with their financial goals. The Member Advocate fosters a supportive environment where financial conversations are approachable and empowering, while also promoting credit union products and services. As a community connector, Member Advocates help grow the credit union’s presence by participating in local events, volunteering, and building relationships. In some locations, based upon business need, this role may be required to be bilingual in Spanish, Creole, or other languages.Job Description:Greet and assist members in a courteous, professional, and timely mannerListen to member needs, provide accurate information, and deliver effective solutionsEnsure a welcoming environment that encourages open financial discussionsProcess daily financial transactions including deposits, withdrawals, loan payments, and account inquiriesMaintain and balance cash drawer in accordance with credit union policiesVerify identification, endorsements, and signatures while adhering to regulatory standardsSecure negotiable items and confidential records at all timesIdentify opportunities to refer members to additional products and servicesOpen new accounts and input loan applications with accuracy and compliancePerform account maintenance, resolve discrepancies, and reconcile errorsPresent and explain options for share, retirement, fiduciary, and negotiable deposit accountsEnsure all regulatory requirements are met during account and loan processesCross-sell financial solutions based on member needsServe as a product ambassador, sharing the benefits of product offerings and helping members make informed choicesConduct member interviews to assess loan qualifications and gather necessary documentationInput and process consumer and mortgage loan requests in accordance with underwriting guidelinesCommunicate clearly with members throughout the loan application and disbursement processRepresent the credit union at local events and initiatives to build relationships and promote servicesProvide budget and debt counseling to support members’ financial wellnessIdentify referral opportunities and connect members with affiliated partners such as Suncoast Investment ServicesProvide coverage across the branch network within the district or region as neededQualifications:High school diploma or equivalentMinimum of 1 year of experience with a financial institution or similar customer service experience (Attainment of a bachelor’s degree or other internally approved certification may be substituted for previous work experience)General math proficiency to balance cash drawer, audit own work, and reconcile accountsAbility to work under moderate supervisionAbility to maintain a high level of confidentialityIn some locations, based upon business need, demonstrated bilingual language proficiency may be requiredThe physical demands outlined here indicate the requirements an employee must meet to perform the essential functions of this role effectively. Suncoast Credit Union is dedicated to ensuring access, equal opportunity, and reasonable accommodation for individuals with disabilities. Reasonable accommodation is provided to enable individuals with disabilities to perform these essential functions.While performing the duties of this job, the employee is regularly required to move freely in various work environments, including sitting, standing, walking, bending, and kneeling for extended periods. Manual dexterity is essential for using hands and fingers to handle, control, and feel objects to complete precise tasks such as keyboarding for extended periods. The ability to lift and carry items up to 25 pounds is required. This position involves frequent communication across various channels, including understanding verbal and written instructions. Visual and auditory acuity is necessary for computer and application usage, learning, and data interpretation. The role also involves occasional travel by automobile. The employee is occasionally required to work outside normal business hours.Skills:Active Listening, Cash-Handling, Communication, Customer Service, Empathy, Financial Management, Financial Product Sales, Loan Documentation, Loan Origination, Loan Processing, Membership Relations, TeamworkBenefits:Financial Well-Being: Bonus Program, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending AccountsWellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability CoverageWork-Life Balance: 11 Paid Holidays, Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTOCommunity Involvement: Paid Volunteer HoursGrowth: Degree Assistance up to $5,000 per yearNot RequiredThis position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (NMLS). The employee will obtain a unique identifier from the registry before engaging in mortgage loan originator activities. The employee must maintain and renew the registration annually, provide updated registration information with the registry on a timely basis, and provide a unique identifier to consumers as required by applicable SAFE Act regulations and Suncoast Credit Union policies and procedures.