Suncoast Credit Union · 1 day ago
Call Center Financial Representative
Fort Myers, FL
Full-time
Hybrid
New Grad, Entry Level
$20/hr - $20/hrSuncoast 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.
BankingFinancial ServicesFinTech
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
Qualification
Required
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
Preferred
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
Suncoast Credit Union
Suncoast Credit Union is a is a credit union located in Tampa.
Founded in 1934
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Kevin Johnson
President/CEO
Darlene Johnson
Executive Vice President/Chief Strategy and Transformation Officer
Recent News
2025-10-25
Business Wire
2025-10-23
Company data provided by crunchbase