Member Advocate: Branch Customer Specialist

Suncoast Credit Union; Council (FL); On-site; USD 42,000 - 48,000; Full time

Benefits offered by this job

Financial Well-Being: Bonus Program up

401K Matching up to 8%

Paid Time Off

Job summary

Suncoast Credit Union is seeking a Branch Customer Representative (Member Advocate) to play a key role in customer service across branch locations. The role handles a wide range of teller transactions with confidentiality and supports member education and product recommendations to meet financial needs.

The position carries full-time status with hours aligned to service center operations. Compensation starts at $20.00 hourly with incentive raises for learning key skills, and a focus on growth

Qualifications

• High school diploma or equivalent.
• 1+ year of experience with a financial institution or similar customer service role.
• General math proficiency to balance cash drawer, audit own work, and reconcile accounts.
• Good written, verbal and interpersonal communication skills to interact effectively with members and staff.

Responsibilities

• Greet and welcome members to the credit union branch providing excellent member service throughout interactions
• Identify ways to improve members’ financial life
• Present and advise members about Suncoast Credit Union financial products and services to meet their financial needs
• Provide answers to members’ questions
• Solve problems regarding members’ financial needs by listening to details, collecting data, securing answers, and reporting results to the inquiring party
• Conduct teller transactions such as processing deposits, withdrawals, check cashing, loan payments, transfers between accounts, gift cards, traveler’s checks, and money orders
• Assess membership eligibility by interviewing prospective members
• Maintain knowledge of Suncoast Credit Union products and services, including features and benefits
• Open deposit account
• Perform account changes, reconciliations, and error resolution
• Implement credit union policies and procedures regarding teller transactions
• Verify deposits, withdrawals, loan payments, and account balance amounts
• Obtain proper identification and endorsements
• Verify signatures, maintain proper check approval and cash drawer limits
• Balance cash drawer at the end of day
• Maintain an accurate teller balancing record
• Secure negotiable items and confidential records
• Assist with servicing ATM, night drop vault, coin machine, and CDM

Skills

Customer Service

Data Science

Sales

Education

High school diploma or equivalent

Job description

Suncoast Credit Union is seeking a Branch Customer Representative (Member Advocate) to play a key role in customer service across branch locations. The role handles a wide range of teller transactions with confidentiality and supports member education and product recommendations to meet financial needs.

The position carries full-time status with hours aligned to service center operations. Compensation starts at $20.00 hourly with incentive raises for learning key skills, and a focus on growth