Call Center Financial Representative

OverviewCompensation: $20.00 hourlyPosition Type: Full TimeTraining Schedule: Monday through Friday 8:00 AM - 5:00 PMMember Care Center Hours of Operation: Monday through Friday 7:00 AM - 8:00 PM & Saturday 8:00 AM - 1:00 PM various shifts are available within the hours of operationHybrid option available after 3-6 months of satisfactory performanceThe 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. ResponsibilitiesHandle a high volume of inbound telephone inquiriesProcess a variety of financial transactions for members, such as withdrawals, posting loan payments, and transfers between accountsInform members and prospective members about products and services offered by Suncoast Credit UnionDemonstrate patience in all customer interactions, maintaining a pleasant tone and mannerDetermine membership eligibilityResearch and resolve member concernsPerform account maintenance, data entry, and account corrections Maintain an awareness of calls waiting Implement phone center and member service requirements established by managementAttend educational events to increase professional knowledge Complete annual BSA/AML compliance training and understands employee’s role in maintaining an effective BSA/AML compliance programComplete FACT Act Red Flag training QualificationsHigh school diploma or equivalentBilingual preferredPrevious experience with a financial institution, call center, or customer service role preferredAbility to prioritize tasks by effectively managing competing and changing priorities to meet deadlinesAccurate, detail-oriented, and organized with task management Ability to analyze and resolve difficult and complex problemsGood written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulatorsAbility to communicate information requiring explanation or interpretationAbility to work independently and in a team-oriented environmentAbility to manage fluctuating shifts with early morning or evening hoursSkillsAI & Machine LearningCustomer ServiceData ScienceBenefitsFinancial 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 OverviewSuncoast 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: 2026-05-14