Branch Member Advocate - Elevate Service & Growth

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

Benefits offered by this job

401K Matching

Retirement Planning

Paid Holidays

Paid Time Off

Volunteer Hours

Degree Assistance

Job summary

Suncoast Credit Union in Florida is hiring a Branch Customer Representative (Member Advocate) to deliver professional, courteous service across branch interactions. You will handle teller transactions, advise members on products, and proactively help improve members’ financial lives while maintaining confidentiality. The role emphasizes growing competency and building member relationships within a full-time schedule.

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, audit own work, and reconcile accounts.
• Good written, verbal and interpersonal communication skills to interact effectively with members and staff.
• Must be able to 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 and reporting results.
• Conduct teller transactions such as deposits, withdrawals, checks, 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.
• Open deposit account.
• Perform account changes, reconciliations, and error resolution.
• Verify deposits, withdrawals, loan payments, and account balances; obtain proper identification.
• 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 Florida is hiring a Branch Customer Representative (Member Advocate) to deliver professional, courteous service across branch interactions. You will handle teller transactions, advise members on products, and proactively help improve members’ financial lives while maintaining confidentiality. The role emphasizes growing competency and building member relationships within a full-time schedule.