Call Center Financial Representative - Bilingual Spanish Required

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

Benefits offered by this job

Bonus program up to 12%

401K matching

Retirement planning

Employee loan discounts

Flex spending accounts

Medical coverage

Dental and vision coverage

Gym access

Mental health resources

PTO wellness days

Disability coverage

11 paid holidays

Paid time off (3 weeks)

Paid parental leave (4 weeks)

Birthday PTO

Volunteer hours

Degree assistance

Job summary

Suncoast Credit Union is seeking a Call Center Financial Representative in Tampa, FL. This full-time role supports member inquiries, processes transactions, and promotes Suncoast products and services.

The candidate should be self-motivated, thrive in a fast-paced environment, and handle multiple tasks with confidentiality and professionalism. Hybrid option available after 3-6 months of strong performance.

Qualifications

• High school diploma or equivalent.
• Bilingual ability may be required in some locations.
• Experience in financial institution, call center, or customer service preferred.
• Ability to prioritize tasks and manage changing priorities.
• Strong written, verbal, and interpersonal communication skills.

Responsibilities

• Handle a high volume of inbound telephone inquiries.
• Process financial transactions such as withdrawals, loan payments, and transfers.
• Inform members about products and services.
• Demonstrate patience and maintain a pleasant tone.
• Determine membership eligibility.
• Research and resolve member concerns.
• Perform account maintenance, data entry, and corrections.
• Maintain awareness of calls waiting and adapt to requirements.
• Attend educational events to increase knowledge.
• Complete annual BSA/AML and FACT Act Red Flag training.

Skills

AI & Machine Learning

Customer Service

Data Science

Tools

Suncoast Credit Union Systems

Job description

Overview

Starting 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
• In some locations, based upon business need, demonstrated bilingual language proficiency may be required
• 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/