Branch Customer Representative

Branch Customer Representative

Suncoast Credit Union

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.

$20 hourly + incentive raises earned for learning key skills.

Monday – Thursday: 8:30 AM – 5:00 PM
Friday: 8:30 AM – 6:00 PM

Full time

• 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.

• 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.

• 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.

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://ca
.

For additional details, visit https://ca
.