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Suncoast Credit Union

Suncoast Credit Union

via Indeed

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Call Center Financial Representative

Fort Myers, FL
Full-time
Posted 12/2/2025
Verified Source
Key Skills:
Customer Service
Data Entry
Communication

Compensation

Salary Range

$42K - 42K a year

Responsibilities

Handle inbound calls, process financial transactions, provide member service, and maintain compliance in a call center environment.

Requirements

High school diploma, customer service or financial institution experience preferred, bilingual preferred, ability to manage tasks and communicate effectively.

Full Description

Overview Compensation: $20.00 hourly Start date: January 5th, 2026 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 Skills • AI & Machine Learning • Customer Service • Data Science Benefits • Financial Well-Being: Bonus Program up to 12%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts • Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage • Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO • Community Involvement: Paid Volunteer Hours • Growth: Degree Assistance up to $5,000 per year For more information, including additional benefits, please visit our benefits website at https://careers.suncoastcreditunion.com/benefits Company Overview Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. For more information, please visit our careers site at https://careers.suncoastcreditunion.com/

This job posting was last updated on 12/7/2025

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