Branch Member Advocate & Teller Specialist

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

Benefits offered by this job

Bonus Program 12%

401K Matching 8%

Paid Holidays

Paid Time Off

Parental Leave

Job summary

Suncoast Credit Union in Bradenton, FL is seeking a Branch Customer Representative (Member Advocate) to deliver outstanding member service, process teller transactions, and help members achieve their financial goals in the branch.

You will handle deposits, withdrawals, loan payments, account changes, and product recommendations while maintaining confidentiality and accuracy, with incentives tied to learning key skills.

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 professionally 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, collecting data, securing answers, and reporting results to the inquiring party.
• Conduct teller transactions such as processing 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 Bradenton, FL is seeking a Branch Customer Representative (Member Advocate) to deliver outstanding member service, process teller transactions, and help members achieve their financial goals in the branch.

You will handle deposits, withdrawals, loan payments, account changes, and product recommendations while maintaining confidentiality and accuracy, with incentives tied to learning key skills.