Suncoast Credit Foundation
Call Center Financial Representative
Suncoast Credit Foundation, Fort Myers, Florida, United States, 33916
Overview
Compensation:
$20.00 hourly
Position Type:
Full Time
Training Schedule:
Monday through Friday 8:00 AM - 5:00 PM
Member Care Center Hours of Operation:
Monday through Friday 7:00 AM - 8:00 PM & Saturday 8:00 AM - 1:00 PM variations shifts are available within the hours of operation
*Hybrid option available after 3‑6 months of satisfactory performance*
The Call Center Financial Representative is a key contributor to the outstanding service provided to Suncoast Credit Union members. This role upholds a high level of member satisfaction by providing prompt, accurate, efficient, and professional service, with the utmost concern for confidentiality, security, and privacy of member data. An ideal candidate is a self‑motivated individual who thrives in a fast‑paced environment with the ability to adapt quickly and manage multiple tasks.
Responsibilities
Handle a high volume of inbound telephone inquiries
Process a variety of financial transactions for members, such as withdrawals, posting loan payments, and transfers between accounts
Inform members and prospective members about products and services offered by Suncoast Credit Union
Demonstrate patience in all customer interactions, maintaining a pleasant tone and manner
Determine membership eligibility
Research and resolve member concerns
Perform account maintenance, data entry, and account corrections
Maintain an awareness of calls waiting
Implement phone center and member service requirements established by management
Attend educational events to increase professional knowledge
Complete annual BSA/AML compliance training and understands employee’s role in maintaining an effective BSA/AML compliance program
Complete FACT Act Red Flag training
Qualifications
High school diploma or equivalent
Bilingual preferred
Previous experience with a financial institution, call center, or customer service role preferred
Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines
Accurate, detail‑oriented, and organized with task management
Ability to analyze and resolve difficult and complex problems
Good written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators
Ability to communicate information requiring explanation or interpretation
Ability to work independently and in a team‑oriented environment
Ability to manage fluctuating shifts with early morning or evening hours
Skills
AI & Machine Learning
Customer Service
Data Science
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
Wellness:
Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and 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
For more information, including additional benefits, please visit our benefits website at
https://careers.suncoastcreditunion.com/benefits
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, please visit our careers site at
https://careers.suncoastcreditunion.com/
#J-18808-Ljbffr
$20.00 hourly
Position Type:
Full Time
Training Schedule:
Monday through Friday 8:00 AM - 5:00 PM
Member Care Center Hours of Operation:
Monday through Friday 7:00 AM - 8:00 PM & Saturday 8:00 AM - 1:00 PM variations shifts are available within the hours of operation
*Hybrid option available after 3‑6 months of satisfactory performance*
The Call Center Financial Representative is a key contributor to the outstanding service provided to Suncoast Credit Union members. This role upholds a high level of member satisfaction by providing prompt, accurate, efficient, and professional service, with the utmost concern for confidentiality, security, and privacy of member data. An ideal candidate is a self‑motivated individual who thrives in a fast‑paced environment with the ability to adapt quickly and manage multiple tasks.
Responsibilities
Handle a high volume of inbound telephone inquiries
Process a variety of financial transactions for members, such as withdrawals, posting loan payments, and transfers between accounts
Inform members and prospective members about products and services offered by Suncoast Credit Union
Demonstrate patience in all customer interactions, maintaining a pleasant tone and manner
Determine membership eligibility
Research and resolve member concerns
Perform account maintenance, data entry, and account corrections
Maintain an awareness of calls waiting
Implement phone center and member service requirements established by management
Attend educational events to increase professional knowledge
Complete annual BSA/AML compliance training and understands employee’s role in maintaining an effective BSA/AML compliance program
Complete FACT Act Red Flag training
Qualifications
High school diploma or equivalent
Bilingual preferred
Previous experience with a financial institution, call center, or customer service role preferred
Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines
Accurate, detail‑oriented, and organized with task management
Ability to analyze and resolve difficult and complex problems
Good written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators
Ability to communicate information requiring explanation or interpretation
Ability to work independently and in a team‑oriented environment
Ability to manage fluctuating shifts with early morning or evening hours
Skills
AI & Machine Learning
Customer Service
Data Science
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
Wellness:
Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and 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
For more information, including additional benefits, please visit our benefits website at
https://careers.suncoastcreditunion.com/benefits
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, please visit our careers site at
https://careers.suncoastcreditunion.com/
#J-18808-Ljbffr