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.

• 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 understand employee’s role in maintaining an effective BSA/AML compliance program.
• Complete FACT Act Red Flag training.

• 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.

• AI & Machine Learning
• Customer Service
• Data Science

• 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://ca
.

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://ca
.