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Branch Customer Representative

Company: Suncoast Credit Union
Location: Lutz
Posted on: June 23, 2022

Job Description:

Overview:
Starting Salary: $20.00Plus raises as you learn new skillsBranch Customer Representative (Member Advocate)Processes a wide range of financial transactions for Credit Union members. Presents and explains to members and prospective members the financial services and products provided by the Credit Union and its affiliates. Assists members in meeting their financial needs by actively cross-selling Credit Union products and services. Provides professional, prompt, courteous, and accurate service, and respects the confidentiality of members.

Responsibilities:
Greets and welcomes members to the Credit Union in a courteous, professional, and timely manner, providing prompt, accurate, and efficient member service. Answers questions and solves problems regarding members financial needs by listening to details, collecting data, securing answers, and reporting results to the inquiring party. Processes a wide range of financial transactions for Credit Union members, including, but not limited to, deposits, withdrawals, check cashing, posting loan payments, transfers between accounts, gift cards, travelers checks, and money orders. Determines membership eligibility by interviewing prospective members.Promotes, explains features and benefits, and cross-sells Credit Union products and services to assist members in meeting their financial needs. Opens deposit accounts. Performs account changes, reconciliations, and error resolution as needed.Follows all Credit Union policies and procedures regarding teller transactions. This includes, but is not limited to, verifying deposit, withdrawal, loan payment, and account balance amounts; obtaining proper identification and endorsements; verifying signatures; and maintaining proper check approval and cash drawer limits. Balances cash drawer at end of day. Follows proper teller procedures and policies and maintains an acceptable teller balancing record.Properly secures all negotiable items and confidential records at all times.Assists with servicing ATM, night drop vault, coin machine, and CDM.

Qualifications:
High school diploma or equivalent. One year experience or more with a financial institution or similar customer service role. (Attainment of a bachelors degree may be substituted for previous work experience.) General math proficiency in order to balance cash drawer, audit own work, and reconcile accounts Good verbal and written communication skills and interpersonal skills in order to interact professionally and effectively with all staff and members. Must be able to work under moderate supervision. Must be able to maintain a high level of confidentiality.Physical 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 the essential functions.While performing the duties of this job, 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.

Keywords: Suncoast Credit Union, Brandon , Branch Customer Representative, Other , Lutz, Florida

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