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