Branch Customer Representative
$41,600–$41,600 year
On-siteBradenton, Florida, United States
Job Summary
Greet members and conduct teller transactions including deposits, withdrawals, check cashing, and transfers. Present financial products and services to meet member needs while solving problems through active listening and data collection. Assess membership eligibility by interviewing prospective members and maintain accurate cash drawer balances and reconciliations. Verify signatures, obtain proper identification, and secure confidential records. Assist with servicing ATM, night drop vault, coin machine, and CDM. Balance cash drawer at end of day and maintain knowledge of union products.
Required Qualifications
- High school diploma or equivalent
- 1+ year of experience with a financial institution or similar customer service role
- Attainment of a bachelor's degree may be substituted for previous work experience
- General math proficiency to balance cash drawer, audit own work, and reconcile accounts
- Good written, verbal and interpersonal communication skills to professionally interact effectively with members and staff
- Must be able to maintain a high level of confidentiality
- 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
- Register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (NMLS)
- Obtain a unique identifier from the registry before engaging in mortgage loan originator activities
- Maintain and renew the registration on an annual basis
- Provide updated registration information with the registry on a timely basis
- Provide a unique identifier to consumers as required by applicable SAFE Act regulations and Suncoast Credit Union policies and procedures
Desired Qualifications
- Customer Service
- Data Science
- Sales
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