Call Center Financial Representative

Suncoast Credit Union is a recognized top workplace in Tampa Bay, providing a supportive environment for its employees. The Call Center Financial Representative plays a vital role in delivering exceptional service to members by handling inquiries and processing financial transactions with a focus on confidentiality and customer satisfaction.

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

Skills

• High school diploma or equivalent
• 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
• Bilingual preferred
• Previous experience with a financial institution, call center, or customer service role preferred

Benefits

• Bonus Program up to 12%
• 401K Matching up to 8%
• Retirement Planning
• Pay Increases based on Competency
• Employee Loan Discounts
• Flex Spending Accounts
• Medical Coverage
• Dental and Vision Coverage
• Access to 4,000+ Gyms
• Mental Health Resources
• PTO Wellness Days
• Short Term and Long Term Disability Coverage
• 11 Paid Holidays
• 3 weeks of Paid Time Off
• 4 weeks of Paid Parental Leave
• Birthday PTO
• Paid Volunteer Hours
• Degree Assistance up to $5,000 per year
• Hybrid option available after 3-6 months of satisfactory performance

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