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Branch Customer Representative

Suncoast Schools Federal Credit Union - Bonita Springs, FL

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Job Description

OverviewCompensation: $20.00 Hourly - Incentive raises earned for learning key skillsService 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 operationPosition Type: Full Time The Branch Customer Representative (Member Advocate) plays a key role in customer service throughout the branch locations. Suncoast Credit Union advocates positively impact member experience and build lasting relationships. This position conducts a wide range of teller 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. ResponsibilitiesGreet and welcome members to the credit union branch providing excellent member service throughout interactions Identify ways to improve members' financial lifePresent and advise members, or prospective members, about Suncoast Credit Union financial products and services to meet their financial needsProvide answers to members' questions Solve problems regarding members' financial needs by listening to details, collecting data, securing answers, and reporting results to the inquiring partyConduct teller transactions such as processing deposits, withdrawals, check cashing, loan payments, transfers between accounts, gift cards, traveler's checks, and money orders Assess membership eligibility by interviewing prospective membersMaintain knowledge of Suncoast Credit Union products and services, including features and benefitsOpen deposit account Perform account changes, reconciliations, and error resolution Implement credit union policies and procedures regarding teller transactionsVerify deposits, withdrawals, loan payments, and account balance amountsObtain 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 recordSecure negotiable items and confidential records Assist with servicing ATM, night drop vault, coin machine, and CDM QualificationsHigh school diploma or equivalent1+ 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) 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 confidentialitySkills Customer Service Data Science SalesPhysical DemandsThe 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. Safe Act StatementThis position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (NMLS). The employee will obtain a unique identifier from the registry before engaging in mortgage loan originator activities. The employee must maintain and renew the registration on an annual basis, provide updated registration information with the registry on a timely basis, and provide a unique identifier to consumers as required by applicable SAFE Act regulations and Suncoast Credit Union policies and procedures. 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 AccountsWellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability CoverageWork-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTOCommunity Involvement: Paid Volunteer HoursGrowth: Degree Assistance up to $5,000 per yearFor more information, including additional benefits, please visit our benefits website at 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

Created: 2025-10-06

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