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Customer Service Representative

2 months ago


Port Charlotte Florida, United States Suncoast Credit Union Full time
Job Summary

Suncoast Credit Union is seeking a highly skilled and customer-focused Customer Service Representative to join our team. As a key member of our branch staff, you will be responsible for providing exceptional service to our members, handling a wide range of financial transactions, and promoting our products and services.

Key Responsibilities
  • Greet and welcome members to the credit union branch, providing excellent member service throughout interactions
  • Identify ways to improve members' financial lives and present and advise members on Suncoast Credit Union financial products and services to meet their financial needs
  • Provide answers to members' questions, solve problems regarding members' financial needs, and conduct teller transactions such as processing deposits, withdrawals, and loan payments
  • Assess membership eligibility, maintain knowledge of Suncoast Credit Union products and services, and open deposit accounts
  • Perform account changes, reconciliations, and error resolution, implement credit union policies and procedures, and verify deposits, withdrawals, and loan payments
  • Balance cash drawers, maintain accurate teller balancing records, and secure negotiable items and confidential records
Requirements
  • High school diploma or equivalent
  • 1+ year of experience with a financial institution or similar customer service role
  • General math proficiency to balance cash drawers, audit own work, and reconcile accounts
  • Good written, verbal, and interpersonal communication skills to professionally interact with members and staff
  • Must be able to maintain a high level of confidentiality
Benefits
  • Financial Well-Being: Bonus Program up to 9%, 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 Parental Leave, Birthday PTO
  • Community Involvement: Paid Volunteer Hours
  • Growth: Degree Assistance up to $5,000 per year
About Suncoast Credit Union

Suncoast Credit Union is a leading financial institution in the Tampa Bay area, consistently chosen as a Tampa Bay Times Top Workplace. Our employees genuinely love working here, and we prioritize the community. We have a strong commitment to our members and employees, and we offer a range of benefits and opportunities for growth and development.