Member Advocate & Teller — Financial Guide

SCU Suncoast Credit Union; Dade City (FL); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Financial Well-Being: Bonus Program up

401K Matching up to 8%

Retirement Planning

Pay Increases based on Competency

Employee Loan Discounts

Flex Spending Accounts

Medical Coverage

Dental and Vision Coverage

Access to 4,000+ Gyms

Mental Health Resources

PTO Wellness Days

Short Term and Long Term Disability

11 Paid Holidays

Paid Time Off

4 weeks of Paid Parental Leave

Birthday PTO

Paid Volunteer Hours

Degree Assistance up to $5,000 per

Job summary

Suncoast Credit Union in the Florida market is seeking a Member Advocate to greet members and deliver exceptional service through teller and platform functions. You will identify needs, provide accurate information, and promote credit union products while maintaining confidentiality and regulatory compliance.

This role supports financial wellness, involves local community engagement, and may require bilingual abilities in some locations.

Qualifications

• High school diploma or equivalent is required.
• 1 year of experience with a financial institution or related customer service is required (degree/certification may substitute).
• General math proficiency to balance cash drawer, audit, and reconcile accounts.

Responsibilities

• Greet and assist members in a courteous, professional, and timely manner
• Listen to member needs, provide accurate information, and deliver effective solutions
• Ensure a welcoming environment that encourages open financial discussions
• Process daily financial transactions including deposits, withdrawals, loan payments, and account inquiries
• Balance cash drawer in accordance with policies
• Verify identification, endorsements, and signatures per regulatory standards
• Secure negotiable items and confidential records
• Identify opportunities to refer members to additional products and services
• Open new accounts and input loan applications with accuracy and compliance
• Perform account maintenance, resolve discrepancies, and reconcile errors
• Present and explain options for share, retirement, fiduciary, and negotiable deposit accounts
• Ensure regulatory requirements are met during account and loan processes
• Cross-sell financial solutions based on member needs
• Represent the credit union as a product ambassador to help members make informed choices
• Conduct member interviews to assess loan qualifications and gather documentation
• Input and process consumer and mortgage loan requests in line with underwriting guidelines
• Communicate clearly with members throughout the loan application and disbursement process
• Represent the credit union at local events and initiatives to build relationships and promote services
• Provide budget and debt counseling to support members’ financial wellness
• Identify referral opportunities and connect members with affiliated partners such as Suncoast Investment Services
• Provide coverage across the branch network within the district or region as needed

Skills

Active Listening

Cash-Handling

Communication

Customer Service

Empathy

Financial Management

Financial Product Sales

Loan Documentation

Loan Origination

Loan Processing

Membership Relations

Teamwork

Education

High school diploma or equivalent

Job description

Suncoast Credit Union in the Florida market is seeking a Member Advocate to greet members and deliver exceptional service through teller and platform functions. You will identify needs, provide accurate information, and promote credit union products while maintaining confidentiality and regulatory compliance.

This role supports financial wellness, involves local community engagement, and may require bilingual abilities in some locations.