Call Center Financial Representative

Suncoast Credit Union; Titusville (FL); On-site; USD 35,000 - 48,000; Full time

Benefits offered by this job

401K Matching

Paid Holidays

PTO

Job summary

Suncoast Credit Union is seeking a Call Center Financial Representative to handle high volumes of inbound calls and perform a variety of member transactions. You will inform members about Suncoast products, maintain confidentiality, and provide accurate service in a fast-paced environment.

The role requires strong communication, attention to detail, and the ability to manage shifting schedules. Bilingual ability is preferred, with opportunities for growth and ongoing 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.

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

Skills

AI & ML

Customer Service

Data Science

Job description

Overview

Compensation: $20.00 hourly

Position Type: Full Time

Member Care Center Schedule: Monday through Thursday 8:45AM - 5:15PM & Friday 8:45 AM - 6:15 PM

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

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.