Member Advocate & Teller Specialist - Growth & Benefits

Suncoast Credit Union; Ocala (FL); On-site; USD 55,104,000 - 61,992,000; Full time

Benefits offered by this job

401K Matching

Medical Coverage

PTO / Paid Holidays

Parental Leave

Job summary

Suncoast Credit Union is seeking a Branch Customer Representative (Member Advocate) to greet members, process teller transactions, and promote Suncoast products and services. You will balance cash drawers, verify identifications, and maintain confidentiality while delivering excellent member experiences.

As a frontline role, you’ll identify ways to improve members’ financial lives, educate customers on options, and support issuance of deposits, withdrawals, loans, and account changes.

Qualifications

• High school diploma or equivalent.
• 1+ year of experience with a financial institution or similar customer service role (Attainment of a bachelor’s degree may be substituted for previous work experience).
• General math proficiency to balance cash drawer, audit own work, and reconcile accounts.
• Good written, verbal and interpersonal communication skills to professionally interact effectively with members and staff.
• Must be able to maintain a high level of 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
• 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 greet members, process teller transactions, and promote Suncoast products and services. You will balance cash drawers, verify identifications, and maintain confidentiality while delivering excellent member experiences.

As a frontline role, you’ll identify ways to improve members’ financial lives, educate customers on options, and support issuance of deposits, withdrawals, loans, and account changes.