Call Center Financial Representative

Suncoast Credit Union is a recognized workplace in Tampa Bay, focusing on community and employee growth. They are seeking a Call Center Financial Representative to provide exceptional service to members, handling inquiries and processing financial transactions while ensuring confidentiality and member 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 Company Overview Suncoast Credit Union is a is a credit union located in Tampa. It was founded in 1934, and is headquartered in Tampa, Florida, USA, with a workforce of 1001-5000 employees. Its website is