Financial Services Call Center Pro — Growth & Impact

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

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.