Call Center Financial Representative

Suncoast Credit Union; Tampa (FL); Hybrid; USD 23,000 - 32,000; Full time

Benefits offered by this job

Bonus program

401K matching

Retirement planning

Employee loan discounts

Flex spending accounts

Medical coverage

Dental & Vision

Job summary

Suncoast Credit Union in Tampa, FL seeks a Call Center Financial Representative to deliver prompt, accurate service. The role handles member inquiries, processes transactions, and promotes Suncoast products. A hybrid option is available after 3–6 months of satisfactory performance.

The position is full-time with training 8:00 AM–5:00 PM and general hours Mon–Fri with some evenings; bilingual skills are a plus and prior financial experience is preferred.

Qualifications

• High school diploma or equivalent required or equivalent work experience.
• Bilingual preferred to support diverse member interactions.
• Previous experience with a financial institution, call center, or customer service role preferred.
• Ability to prioritize tasks and manage changing priorities to meet deadlines.

Responsibilities

• Handle a high volume of inbound telephone inquiries.
• Process financial transactions for members (withdrawals, loan payments, transfers).
• Inform members about products and services offered by Suncoast Credit Union.
• Demonstrate patience and maintain a helpful, professional demeanor in all interactions.
• Determine membership eligibility.
• Research and resolve member concerns promptly and accurately.
• Perform account maintenance, data entry, and corrections as needed.
• Monitor calls waiting and adhere to center requirements.

Skills

AI & Machine Learning

Customer Service

Data Science

Education

High school diploma or equivalent

Job description

Overview

Start Date: November 23rd, 2026

Compensation: $20.00 hourly

Position Type: Full Time

Training Schedule: Monday through Friday 8:00 AM - 5:00 PM

Member Care Center Hours of Operation: Monday through Friday 7:00 AM - 8:00 PM & Saturday 8:00 AM - 1:00 PM various shifts are available within the hours of operation

*Hybrid option available after 3-6 months of satisfactory performance*

The Call Center Financial Representative is a key contributor to the outstanding service provided to Suncoast Credit Union members. This role upholds a high level of member satisfaction by providing prompt, accurate, efficient, and professional service, with the utmost concern for confidentiality, security, and privacy of member data. An ideal candidate is a self-motivated individual who thrives in a fast-paced environment with the ability to adapt quickly and manage multiple tasks.

Responsibilities

• Handle a high volume of inbound telephone inquiries
• Process a variety of financial transactions for members, such as withdrawals, posting loan payments, and transfers between accounts
• Inform members and prospective members about products and services offered by Suncoast Credit Union
• Demonstrate patience in all customer interactions, maintaining a pleasant tone and manner
• Determine membership eligibility
• Research and resolve member concerns
• Perform account maintenance, data entry, and account corrections
• Maintain an awareness of calls waiting
• Implement phone center and member service requirements established by management
• Attend educational events to increase professional knowledge
• Complete annual BSA/AML compliance training and understands employee’s role in maintaining an effective BSA/AML compliance program
• Complete FACT Act Red Flag training

Qualifications

• High school diploma or equivalent
• Bilingual preferred
• Previous experience with a financial institution, call center, or customer service role preferred
• Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines
• Accurate, detail-oriented, and organized with task management
• Ability to analyze and resolve difficult and complex problems
• Good written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators
• Ability to communicate information requiring explanation or interpretation
• Ability to work independently and in a team-oriented environment
• Ability to manage fluctuating shifts with early morning or evening hours

Skills

• AI & Machine Learning
• Customer Service
• Data Science

Benefits

• Financial Well-Being: Bonus Program up to 12%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts
• Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage
• Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO
• Community Involvement: Paid Volunteer Hours
• Growth: Degree Assistance up to $5,000 per year

For more information, including additional benefits, please visit our benefits website at https://careers.suncoastcreditunion.com/benefits

Company Overview

Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community.

For more information, please visit our careers site at https://careers.suncoastcreditunion.com/