Member Advocate & Branch Teller

Suncoast Credit Union; Lutz (FL); On-site; USD 23,000 - 32,000; Full time

Benefits offered by this job

Bonus Program

401K Matching

Medical Coverage

PTO / Wellness Days

Volunteer Hours

Job summary

Suncoast Credit Union in Lutz, FL, seeks a Member Advocate to deliver friendly teller and platform services, helping members reach financial goals. You will handle deposits, loans, and account maintenance while building relationships and promoting Suncoast products.

The role emphasizes confidentiality, accuracy, and regulatory compliance, with opportunities to participate in local events and volunteered community activities. Bilingual ability may be a plus.

Qualifications

• Minimum 1 year in a financial institution or similar customer service role.
• Bachelor’s degree or approved certification may substitute for experience.
• Ability to balance cash drawer and maintain confidentiality.

Responsibilities

• Greet and assist members in a courteous, professional manner.
• Process deposits, withdrawals, loan payments, and inquiries.
• Open new accounts and input loan applications accurately.
• Cross-sell products and services based on member needs.
• Represent Suncoast at local events and support financial wellness.
• Maintain compliance with regulatory standards.

Skills

Active Listening

Cash-Handling

Communication

Customer Service

Empathy

Financial Management

Financial Product Sales

Loan Documentation

Loan Origination

Loan Processing

Membership Relations

Teamwork

Education

Bachelor’s degree

Job description

Suncoast Credit Union in Lutz, FL, seeks a Member Advocate to deliver friendly teller and platform services, helping members reach financial goals. You will handle deposits, loans, and account maintenance while building relationships and promoting Suncoast products.

The role emphasizes confidentiality, accuracy, and regulatory compliance, with opportunities to participate in local events and volunteered community activities. Bilingual ability may be a plus.