Job Description

START DATE: 7/12/21 SOME OF OUR BENEFITS/PERKS FOR SUNCOAST EMPLOYEES:

• MEDICAL/DENTAL/VISION INSURANCE
  • Choice of HSA, HRA or OAPIN plans.
• EMPLOYEE DISCOUNT ON CAR, BOAT, MOTORCYCLE AND HOME LOANS
• COMPENSATION ADJUSTMENTS AS YOU CONTINUE TO LEARN NEW SKILLS AND PERFORM THOSE SKILLS.
• TUITION REIMBURSEMENT
• Paid Time Off + Paid Holidays
• Life Insurance
• Short Term Disability Insurance
• Retirement Benefit (401K)
  • Suncoast will match employee contributions up to 6%. Suncoast will match an additional 0.5% up to 10%. Employees are vested 100% in all 401(k) contributions, which means you own the full balance of your 401(k), including the employer match. Please see the employer-matching schedule below.
• A team-oriented organization dedicated to providing you the training needed to excel

POSITION OVERVIEW

Answers a high volume of telephone inquiries and processes various account transactions. Provides information and assistance to members and prospective members concerning the Credit Union’s products and services. Provides prompt, accurate, efficient, and professional service, with the utmost concern for confidentiality, security, and privacy of member data.

DUTIES AND RESPONSIBILITIES

• Skilled in multi-tasking; including the ability to be flexible and adapt to changes quickly
• Ability to work as a team member, as well as independently with minimal supervision
• Demonstrate patience in all customer contact situations; including maintaining a pleasant and professional tone and manner
• Flexible schedule (manage between a few different shifts: early morning to later evening).
• Basic computer skills (ability to learn and pick up software/systems quickly; i.e. member management software)
• Effectively communicate with members via phone, provide them with excellent service.
• Provides information to members and prospective members concerning the Credit Union’s products and services.
• Determines membership eligibility.
• Processes a variety of member financial transactions, such as withdrawals, posting loan payments, and transfers between accounts.
• Researches and resolves member issues and problems. Performs account maintenance, data entry, and account corrections as needed.
• Maintains an awareness of calls waiting. Meets phone center and member service requirements established by MCC management.
• Attends job-specific training classes as requested by manager. Completes annual BSA/AML Compliance Training and understands employee’s role in maintaining an effective BSA/AML compliance program, and completes FACT Act Red Flag training.

MINIMUM EDUCATION, EXPERIENCE AND SKILL REQUIREMENTS

• High school diploma or equivalent.
• Bilingual preferred
• Previous work experience with a financial institution or other call center or customer service field preferred.
• Able to prioritize tasks, deal effectively with competing and changing priorities, and meet deadlines. Accurate, detail-oriented, and organized. Able to resolve routine problems and situations.
• Basic knowledge and understanding of Credit Union products, services, policies, and procedures.
• Basic knowledge and understanding of regulatory compliance necessary to successfully perform job responsibilities.
• Basic knowledge and understanding of all Credit Union computer systems and software applications required to perform job duties.
• Good verbal and written communication skills and interpersonal skills, including phone skills, in order to interact professionally and effectively with members and staff. Able to communicate routine information. Bilingual is a plus.
• Highly motivated and self directed.
• Work is closely supervised

Company Description

Suncoast Credit Union is the largest credit union in the state of Florida, the eighth largest in the United States based on membership, and the 13th largest in the United States based on its $12 billion in assets. Chartered in 1934 as Hillsborough County Teachers Credit Union, Suncoast Credit Union currently operates 70 full-service branches and serves more than 713,081 members in the following Florida counties: Charlotte, Citrus, Collier, DeSoto, Dixie, Gilchrist, Glades, Hardee, Hendry, Hernando, Highlands, Hillsborough, Lee, Levy, Manatee, Marion, Pasco, Pinellas, Polk, Sarasota and Sumter. Since its founding in 1992, the Suncoast Credit Union Foundation has raised and donated over $16 million to organizations and initiatives that support the health, education and emotional well-being of children in the communities that the credit union serves. For more information visit: suncoastcreditunion.com, facebook.com/SuncoastCreditUnion or @SuncoastCU.