Overview:

Compensation: $20.00 hourly 

Start date: November 12th, 2024

Position Type: Full Time 

Training Schedule: Monday through Friday 8:00 AM - 5:00 PM

Member Care Center Hours of Operation: Monday through Friday 7:00 AM - 8:00 PM & Saturday 8:00 AM - 1:00 PM

Schedule Options - these shifts will flucuate by an hour with a day off during the week (Tuesday, Wednesday, or Thursday) 

(1) Monday through Friday 8:00 AM - 5:00 PM Saturday 8:00 AM - 1:00 PM 

(2) Monday through Friday 9:00 AM - 6:00 PM Saturday 8:00 AM - 1:00 PM 

(3) Monday through Friday 10:00 AM - 7:00 PM Saturday 8:00 AM - 1:00 PM 

*Hybrid option available after 3-6 months of satisfactory performance*

The 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.

Responsibilities:

Handle a high volume of inbound telephone inquiries

Process a variety of financial transactions for members, such as withdrawals, posting loan payments, and transfers between accounts

Inform members and prospective members about products and services offered by Suncoast Credit Union

Demonstrate patience in all customer interactions, maintaining a pleasant tone and manner

Determine membership eligibility

Research and resolve member concerns

Perform account maintenance, data entry, and account corrections

Maintain an awareness of calls waiting

Implement phone center and member service requirements established by management

Attend educational events to increase professional knowledge

Complete annual BSA/AML compliance training and understands employee’s role in maintaining an effective BSA/AML compliance program

Complete FACT Act Red Flag training

Qualifications:

High school diploma or equivalent

Bilingual preferred

Previous experience with a financial institution, call center, or customer service role preferred

Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines

Accurate, detail-oriented, and organized with task management

Ability to analyze and resolve difficult and complex problems 

Good written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators

Ability to communicate information requiring explanation or interpretation

Ability to work independently and in a team-oriented environment

Ability to manage fluctuating shifts with early morning or evening hours

Skills 

AI & Machine Learning  

Customer Service  

Data Science 

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

For more information, including additional benefits, please visit our benefits website at (url removed)

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. Chartered in 1934, Suncoast has never furloughed any employees.

For more information, please visit our careers site at (url removed)