Call Center Financial Representative

Overview Compensation:

$20.00 hourly

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 various shifts are available within the hours of operation
• 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 12%, 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 https://careers.suncoastcreditunion.com/benefits 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. For more information, please visit our careers site at https://careers.suncoastcreditunion.com/

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 12%, 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 https://careers.suncoastcreditunion.com/benefits 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. For more information, please visit our careers site at https://careers.suncoastcreditunion.com/