Member Advocate & Branch Teller — Service Pro

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

Benefits offered by this job

Bonus Program up to 12%

401K Matching up to 8%

Retirement Planning

Employee Loan Discounts

Flexible Spending Accounts

Dental and Vision Coverage

Gym/Wellness Benefits

Job summary

Suncoast Credit Union is seeking a Branch Customer Representative (Member Advocate) to provide exceptional service at branch locations in Florida. You will handle teller transactions, greet members, and identify opportunities to improve members’ financial lives while maintaining confidentiality.

The role emphasizes professional, courteous service and relationship-building, with opportunities for skill progression and growth in a trusted community-focused credit union.

Qualifications

• High school diploma or equivalent is required.
• Experience in a financial institution or customer service is preferred.
• Good written, verbal, and interpersonal communication skills.
• Ability to maintain confidentiality.

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, or prospective 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.
• 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 provide exceptional service at branch locations in Florida. You will handle teller transactions, greet members, and identify opportunities to improve members’ financial lives while maintaining confidentiality.

The role emphasizes professional, courteous service and relationship-building, with opportunities for skill progression and growth in a trusted community-focused credit union.