What are the responsibilities and job description for the Call Center Financial Representative position at Suncoast Credit Union?
Compensation: $20hr
Start date: February 5th, 2024
8 positions available!
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 and 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.
Suncoast Credit Union is consistently chosen as a 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. To attract the highest quality candidates, Suncoast Credit Union offers a comprehensive benefits package including, but not limited to:
* COMPETITIVE MARKET SALARIES * MEDICAL COVERAGE * PAID TIME OFF * PAID HOLIDAYS * PARENTAL LEAVE * RETIREMENT PLANNING * DEGREE ASSISTANCE * BONUS OPTIONS * ACCESS TO OVER 4,000 GYMS * FREE IDENTITY THEFT PROTECTION * PAID VOLUNTEER HOURS * LEGAL ASSISTANCE * MENTAL HEALTH RESOURCES * EMPLOYEE LOAN DISCOUNTS *
Get the benefits you deserve from an organization that cares about your well-being, inside and outside the workplace. Join a team that supports a healthy body, healthy mind, and healthy work-life balance!
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, deal effectively with competing and changing priorities to meet deadlines
- Accurate, detail-oriented, and organized with task management
- Ability to analyze and resolve difficult and complex problems
- Proficient knowledge and understanding of credit union products, services, policies, and procedures pertinent to the job
- Proficient knowledge and understanding of regulatory compliance necessary to successfully perform job responsibilities
- Proficient knowledge and understanding of the credit union computer systems and software applications required to perform job duties
- 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