Hybrid Financial Call Center Agent

Suncoast Credit Union

Tampa (FL)

Hybrid

USD 23,000 - 32,000

Full time

13 days ago

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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

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.

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