Suncoast Credit Union Hiring for Regional Branch Customer Representative at Lehigh Acres, FL Full Time

Starting Compensation: $20.00 per hour

Service Center hours of operation: Monday through Thursday 8:30 AM – 5:00 PM and Friday 8:30 AM – 6:00 PM
Shifts are based around the hours of operation

Regional Branch Customer Representative (Member Advocate):

Suncoast Credit Union Member Advocates positively impact member experience and build lasting relationships. The Regional Member Advocate is a specialized role designed to meet the needs of the retail branch network. This position conducts a wide range of financial transactions providing professional, prompt, courteous, and accurate service while also holding high respect for the confidentiality of members. Additionally, this individual proactively seeks competency skill progression, fostering growth within the position.

When hired, the Regional Member Advocate is assigned to a service center and is subject to reassignment to any of the following service centers listed below:

• Riverdale
• East Fort Myers
• Labelle
• North Fort Myers
• Lehigh Acres

Benefits:

• Pay increases based on competency
• 401K match up to 8%
• 3 weeks PTO (Personal Time Off)
• 11 paid holidays
• Sharing in Suncoast bonus program
• Tuition reimbursement program, up to $5,000 a year!
• 4 weeks of paid parental leave
• Short-term & long-term disability coverage

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 ing results to the inquiring party
• Process 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

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)
• Ability to work in any of the 3-5 service centers listed within the assigned cluster
• 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
• Local travel required

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee is regularly required to sit, stand, and walk; use hands and fingers to handle or feel; reach with hands and arms; talk and hear. Must be able to lift and carry up to 25 pounds. Vision requirements include close and classroom vision. Occasionally required to travel by automobile. Occasionally required to work other than normal business hours.