Suncoast Credit Union
Branch Customer Representative
Suncoast Credit Union, Fort Myers, Florida, United States, 33916
Branch Customer Representative
Suncoast Credit Union
Overview The Branch Customer Representative (Member Advocate) plays a key role in customer service throughout the branch locations. The position conducts teller financial transactions, provides professional, prompt, courteous, and accurate service, and proactively seeks competency skill progression.
Compensation $20 hourly + incentive raises earned for learning key skills.
Hours of Operation Monday – Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 6:00 PM
Position Type Full time
Responsibilities
Greet and welcome members, 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.
Provide answers to members’ questions.
Solve problems regarding members’ financial needs by listening to details, collecting data, and reporting results.
Conduct teller transactions such as processing deposits, withdrawals, check cashing, loan payments, and transfers between accounts.
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.
Qualifications
High school diploma or equivalent.
1+ year 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.
Must be able to maintain a high level of confidentiality.
Benefits
Financial Well‑Being: Bonus Program up to 12% + 401K Matching up to 8% + Retirement Planning + Pay Increases based on Competency + Employee Loan Discounts + Flex Spending Accounts.
Well: Medical Coverage + Dental & Vision Coverage + Access to 4,000+ Gyms + Mental Health Resources + PTO Wellness Days + Short‑Term & Long‑Term Disability Coverage.
Work‑Life Balance: 11 Paid Holidays + 3 weeks of Paid Time Off + 4 weeks of Paid Parental Leave + Birthday PTO.
Community Involvement: Paid Volunteer Hours.
Growth: Degree Assistance up to $5,000 per year.
Company Overview Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community.
For more information, visit
https://careers.suncoastcreditunion.com/benefits .
For additional details, visit
https://careers.suncoastcreditunion.com/ .
#J-18808-Ljbffr
Overview The Branch Customer Representative (Member Advocate) plays a key role in customer service throughout the branch locations. The position conducts teller financial transactions, provides professional, prompt, courteous, and accurate service, and proactively seeks competency skill progression.
Compensation $20 hourly + incentive raises earned for learning key skills.
Hours of Operation Monday – Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 6:00 PM
Position Type Full time
Responsibilities
Greet and welcome members, 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.
Provide answers to members’ questions.
Solve problems regarding members’ financial needs by listening to details, collecting data, and reporting results.
Conduct teller transactions such as processing deposits, withdrawals, check cashing, loan payments, and transfers between accounts.
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.
Qualifications
High school diploma or equivalent.
1+ year 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.
Must be able to maintain a high level of confidentiality.
Benefits
Financial Well‑Being: Bonus Program up to 12% + 401K Matching up to 8% + Retirement Planning + Pay Increases based on Competency + Employee Loan Discounts + Flex Spending Accounts.
Well: Medical Coverage + Dental & Vision Coverage + Access to 4,000+ Gyms + Mental Health Resources + PTO Wellness Days + Short‑Term & Long‑Term Disability Coverage.
Work‑Life Balance: 11 Paid Holidays + 3 weeks of Paid Time Off + 4 weeks of Paid Parental Leave + Birthday PTO.
Community Involvement: Paid Volunteer Hours.
Growth: Degree Assistance up to $5,000 per year.
Company Overview Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community.
For more information, visit
https://careers.suncoastcreditunion.com/benefits .
For additional details, visit
https://careers.suncoastcreditunion.com/ .
#J-18808-Ljbffr