Branch Member Advocate — Customer Service & Teller

Suncoast Credit Union; Lutz (FL); On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

Bonus Program up to 12%

401K Matching

Retirement Planning

Paid Holidays

Paid Time Off

Paid Parental Leave

Volunteer Hours

Degree Assistance

Job summary

Suncoast Credit Union is seeking a Branch Customer Representative (Member Advocate) to provide courteous, accurate teller transactions and proactive member support in our branch network. You will build lasting relationships while safeguarding member confidentiality and learning key product offerings.

The role emphasizes members’ financial needs, compliance with policies, and opportunities for growth within the credit union.

Qualifications

• High school diploma or equivalent is required.
• 1+ year of experience with a financial institution or similar customer service role is preferred.
• General math proficiency to balance cash drawer, audit own work, and reconcile accounts.
• Strong written, verbal and interpersonal communication skills are needed.
• Must maintain a high level of confidentiality.

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.
• 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 courteous, accurate teller transactions and proactive member support in our branch network. You will build lasting relationships while safeguarding member confidentiality and learning key product offerings.

The role emphasizes members’ financial needs, compliance with policies, and opportunities for growth within the credit union.