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