Branch Customer Representative - Bilingual

1837 Collier Pkwy Lutz, FL 33549 United States of America

Compensation: $20.00 Hourly - Incentive raises earned for learning key skills!

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

The Member Advocate serves as a welcoming and trusted financial guide for credit union members. This role is responsible for delivering exceptional service through teller and platform functions, ensuring every member interaction is positive, informative, and aligned with their financial goals. The Member Advocate fosters a supportive environment where financial conversations are approachable and empowering, while also promoting credit union products and services.

As a community connector, Member Advocates help grow the credit union’s presence by participating in local events, volunteering, and building relationships. In some locations, based upon business need, this role may be required to be bilingual in Spanish, Creole, or other languages.

• Greet and assist members in a courteous, professional, and timely manner
• Listen to member needs, provide accurate information, and deliver effective solutions
• Ensure a welcoming environment that encourages open financial discussions
• Process daily financial transactions including deposits, withdrawals, loan payments, and account inquiries
• Maintain and balance cash drawer in accordance with credit union policies
• Verify identification, endorsements, and signatures while adhering to regulatory standards
• Secure negotiable items and confidential records at all times
• Identify opportunities to refer members to additional products and services
• Open new accounts and input loan applications with accuracy and compliance
• Perform account maintenance, resolve discrepancies, and reconcile errors
• Present and explain options for share, retirement, fiduciary, and negotiable deposit accounts
• Ensure all regulatory requirements are met during account and loan processes
• Cross-sell financial solutions based on member needs
• Serve as a product ambassador, sharing the benefits of product offerings and helping members make informed choices
• Conduct member interviews to assess loan qualifications and gather necessary documentation
• Input and process consumer and mortgage loan requests in accordance with underwriting guidelines
• Communicate clearly with members throughout the loan application and disbursement process
• Represent the credit union at local events and initiatives to build relationships and promote services
• Provide budget and debt counseling to support members’ financial wellness
• Identify referral opportunities and connect members with affiliated partners such as Suncoast Investment Services
• Provide coverage across the branch network within the district or region as needed

• Minimum of 1 year of experience with a financial institution or similar customer service experience (Attainment of a bachelor’s degree or other internally approved certification may be substituted for previous work experience)
• General math proficiency to balance cash drawer, audit own work, and reconcile accounts
• Ability to work under moderate supervision
• Ability to maintain a high level of confidentiality

• Active Listening, Cash-Handling, Communication, Customer Service, Empathy, Financial Management, Financial Product Sales, Loan Documentation, Loan Origination, Loan Processing, Membership Relations, Teamwork

• Financial Well-Being:
  Bonus Program, 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, 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

-Benefits Include (
* varies by position type):
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…