Branch Member Advocate & Teller

Suncoast Credit Union; Naples (FL); On-site; USD 23,000 - 32,000; Full time

Benefits offered by this job

Financial Well-Being

Wellness program

Work-Life Balance

Community Involvement

Growth & Development

Job summary

Suncoast Credit Union in Naples, FL is seeking a Branch Customer Representative (Member Advocate) to deliver professional, prompt, and courteous service across branch interactions. The role balances teller duties with sales and advisory responsibilities to enhance members’ financial lives.

The position emphasizes confidentiality, learning competency skills, and providing accurate information while supporting branch operations and member satisfaction.

Qualifications

• High school diploma or equivalent.
• 1+ year of experience with a financial institution or similar customer service role.

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 and perform account changes, reconciliations, and error resolution.
• Verify deposits, withdrawals, loan payments, and account balances and maintain cash drawer limits.

Skills

Customer Service

Data Science

Sales

Job description

Suncoast Credit Union in Naples, FL is seeking a Branch Customer Representative (Member Advocate) to deliver professional, prompt, and courteous service across branch interactions. The role balances teller duties with sales and advisory responsibilities to enhance members’ financial lives.

The position emphasizes confidentiality, learning competency skills, and providing accurate information while supporting branch operations and member satisfaction.