Branch Member Advocate — Banking Customer Service

Suncoast-Credit-Union; Tampa (FL); On-site; USD 48,492,000 - 66,125,000; Full time

Benefits offered by this job

Bonus Program up to 12%

401K Matching up to 8%

Retirement Planning

Pay Increases based on Competency

Employee Loan Discounts

Flex Spending Accounts

Job summary

Suncoast Credit Union in Tampa, FL is hiring a Branch Customer Representative (Member Advocate) to deliver excellent service and handle a wide range of teller transactions. The role focuses on helping members with their financial needs while upholding confidentiality and accuracy.

The position offers $20.00 hourly with incentive raises earned for learning key skills and opportunities for growth within the credit union. Evening and weekend hours may be required based on branch operations.

Qualifications

• High school diploma or equivalent.
• 1+ year of experience with a financial institution or similar customer service role.
• General math proficiency to balance cash drawer 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 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 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 in Tampa, FL is hiring a Branch Customer Representative (Member Advocate) to deliver excellent service and handle a wide range of teller transactions. The role focuses on helping members with their financial needs while upholding confidentiality and accuracy.

The position offers $20.00 hourly with incentive raises earned for learning key skills and opportunities for growth within the credit union. Evening and weekend hours may be required based on branch operations.