At SUMA Federal Credit Union, we are committed to providing our members with exceptional financial services and support. We are always looking for talented individuals to join our team and help us achieve our goals.
We offer competitive salaries, comprehensive benefits packages, and opportunities for career growth and development. If you are passionate about helping others and making a difference in your community, we encourage you to apply today.
If you are interested in pursuing a career with us, we invite you to explore our available opportunities.
Below are the current positions we are currently hiring for:
Teller/Member Service Representative (North Port, FL)
TITLE: Florida Teller/Member Service Representative
REPORTS TO: Branch Manager/AVP Branch Operations
Job Description: Serve as a liaison between the member and the credit union. Responsible for providing account information, opening accounts for new members and professionally handling the member’s daily needs. Provide a variety of transaction services to members.
Duties and Responsibilities - Teller
- Receive checks (share drafts) and cash for deposit to accounts, verify amounts, examine share drafts/checks for proper endorsement, enter deposits into computer records and place proper Reg CC holds on checks and for uncollected funds.
- Cash checks (share drafts) and process withdrawals; pay out money after verification of signatures and member balances.
- Promote and explain other credit union services such as Online banking, Remote Deposit, IRA’s, Certificates, Plastic Cards, Auto Loans and Mortgage Loans.
- Receive mortgage, auto loan, and credit card payments and ensure the payments match the balances due. Enter payments into the computer. Generate member receipts.
- Balance cash drawer at the end of each shift and compare totaled amounts to a computer-generated proof sheet. Report any discrepancies to the supervisor as necessary.
- Serve as co-vault teller for the branch maintaining vault security and balancing vault cash nightly.
- Complete and file CTR (currency transaction report) when necessary.
- Required to maintain strict confidentiality of member’s private information.
Duties and Responsibilities – Member Service Representative
- Represent SUMA FCU to members in a courteous and professional manner and provide prompt, efficient, and accurate service in the processing of transactions.
- Learn all the services offered at SUMA FCU as well as continue to learn new services as they are brought online in the future. Must be able to confidently explain the benefits of each to members.
- Conduct new member orientation interviews and promote credit union products and services based on member needs that are obtained during member interviews.
- Provide general and specific service-related information concerning credit union services or policies received either in-person, by phone, via text, or through the SUMA FCU digital banking platform.
- Respond to members’ requests, issues, problems, and complaints and/or direct them to the proper person for specific information and assistance.
- Open new accounts, and service existing accounts. Set up new account files, and provide members with all necessary information for membership.
- Handle requests from members for transfers of shares to loan payments, share withdrawals, check requests, line of credit advances, and any other requests received from members.
- Assist members in opening individual retirement accounts (IRA’s), certificates of deposits (CD’s), money market accounts (MM’s), etc.
- Obtain and input all required information pertaining to member wires. (as per wire policy).
- Operationally open and close the branch – physically locking/unlocking doors and arming/disarming security alarm systems
- Potentially fulfill requirements to become a notary public.
- Required to maintain strict confidentiality of member’s private information.
Other qualifications:
- Customer-focused for positive customer experience and resolution.
- Attentiveness and patience.
- Must be a team player.
- Standing is required.
- Basic computer knowledge.
- Exposure to or experience in banking processes is a plus.
- Bilingual (oral and written) Ukrainian & English is a requirement – other languages a plus.
- Evening and weekend hours will be required.
- Permanently authorized to legally work in the United States – documentation required.
- Able to lift light objects when required.
- Manual dexterity to operate standard office equipment
- Perform related duties as assigned, within your scope of practice.
Benefits provided:
- Salary paid on a bi-weekly basis
- Bonuses at year-end
- 401 (K) Plan with SUMA FCU matching up to 4% of employee contributions as well as yearly 4% profit sharing
- Flexible Spending Account (FSA)
- Paid vacation: up to 2 weeks after one year of employment
- Personal days
- Sick leave
- Bereavement leave
- Medical and Dental care: 100% coverage for employee, 75% for spouse/family.
- Life insurance: $50,000 or 1-1/2 times his/her salary, whichever is greater
- Long-term and Short-term Disability
Apply Now!
Teller/Member Service Representative (Tampa/St. Petersburg, FL)
TITLE: Florida Teller/Member Service Representative
REPORTS TO: Branch Manager/AVP Branch Operations
Job Description: Serve as a liaison between the member and the credit union. Responsible for providing account information, opening accounts for new members and professionally handling the member’s daily needs. Provide a variety of transaction services to members.
Duties and Responsibilities - Teller
- Receive checks (share drafts) and cash for deposit to accounts, verify amounts, examine share drafts/checks for proper endorsement, enter deposits into computer records and place proper Reg CC holds on checks and for uncollected funds.
- Cash checks (share drafts) and process withdrawals; pay out money after verification of signatures and member balances.
- Promote and explain other credit union services such as Online banking, Remote Deposit, IRA’s, Certificates, Plastic Cards, Auto Loans and Mortgage Loans.
- Receive mortgage, auto loan, and credit card payments and ensure the payments match the balances due. Enter payments into the computer. Generate member receipts.
- Balance cash drawer at the end of each shift and compare totaled amounts to a computer-generated proof sheet. Report any discrepancies to the supervisor as necessary.
- Serve as co-vault teller for the branch maintaining vault security and balancing vault cash nightly.
- Complete and file CTR (currency transaction report) when necessary.
- Required to maintain strict confidentiality of member’s private information.
Duties and Responsibilities – Member Service Representative
- Represent SUMA FCU to members in a courteous and professional manner and provide prompt, efficient, and accurate service in the processing of transactions.
- Learn all the services offered at SUMA FCU as well as continue to learn new services as they are brought online in the future. Must be able to confidently explain the benefits of each to members.
- Conduct new member orientation interviews and promote credit union products and services based on member needs that are obtained during member interviews.
- Provide general and specific service-related information concerning credit union services or policies received either in-person, by phone, via text, or through the SUMA FCU digital banking platform.
- Respond to members’ requests, issues, problems, and complaints and/or direct them to the proper person for specific information and assistance.
- Open new accounts, and service existing accounts. Set up new account files, and provide members with all necessary information for membership.
- Handle requests from members for transfers of shares to loan payments, share withdrawals, check requests, line of credit advances, and any other requests received from members.
- Assist members in opening individual retirement accounts (IRA’s), certificates of deposits (CD’s), money market accounts (MM’s), etc.
- Obtain and input all required information pertaining to member wires. (as per wire policy).
- Operationally open and close the branch – physically locking/unlocking doors and arming/disarming security alarm systems
- Potentially fulfill requirements to become a notary public.
- Required to maintain strict confidentiality of member’s private information.
Other qualifications:
- Customer-focused for positive customer experience and resolution.
- Attentiveness and patience.
- Must be a team player.
- Standing is required.
- Basic computer knowledge.
- Exposure to or experience in banking processes is a plus.
- Bilingual (oral and written) Ukrainian & English is a requirement – other languages a plus.
- Evening and weekend hours will be required.
- Permanently authorized to legally work in the United States – documentation required.
- Able to lift light objects when required.
- Manual dexterity to operate standard office equipment
- Perform related duties as assigned, within your scope of practice.
Benefits provided:
- Salary paid on a bi-weekly basis
- Bonuses at year-end
- 401 (K) Plan with SUMA FCU matching up to 4% of employee contributions as well as yearly 4% profit sharing
- Flexible Spending Account (FSA)
- Paid vacation: up to 2 weeks after one year of employment
- Personal days
- Sick leave
- Bereavement leave
- Medical and Dental care: 100% coverage for employee, 75% for spouse/family.
- Life insurance: $50,000 or 1-1/2 times his/her salary, whichever is greater
- Long-term and Short-term Disability
Apply Now!
Loan Representative/Officer (North Port/Tampa/St. Petersburg, FL)
TITLE: Loan Representative/Officer
REPORTS TO: Loan Director
Job Description: This role involves working with attorneys, realtors, and other business professionals to foster relationships and build a referral base to sell credit union mortgage products and services. Candidates must be eligible to register with the Nationwide Mortgage Licensing System & Registry (NMLS) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act (SAFE Act) and must maintain registration with NMLS as a registered Mortgage Loan Originator (MLO).
Responsibilities include, but are not limited to:
· Developing working relationships with attorneys, builders, realtors, CPAs and other real estate professionals to sell credit union mortgage products and foster business growth.
· Meeting with potential clients to determine their needs and what credit union product may best fit those needs. Interviewing loan applicants and request all pertinent documentation needed for verification; preliminarily determine if loan application meets credit union standards to submit for further consideration; advising applicant of closing costs associated, answers all questions, and submits application to underwriting for approval as is necessary to secure a closed sale.
· Providing support to department personnel as needed; assisting with troubleshooting of loan problems; performing other related duties as assigned.
Performance Measurements include:
· Assuring member service is top priority, which includes treating members and other employees professionally with courtesy and respect and upholds the SUMA FCU Service Standards.
· Having a strong functional knowledge of lending guidelines as well as credit union policies and procedures enabling goals to be met without direction and with minimal supervision.
· Closes a predetermined amount of loans per year, quantified in dollars. Compensation will be commensurate with Experience.
· Exercising judgment, initiative and discretion regarding mortgage origination policies and procedures.
· Demonstrating an effective use of self-direction and time management by creating, and amending as necessary, a schedule that facilitates the successful execution of sales goals with limited supervision.
· Maintaining a presence with local mortgage affiliations and professional organizations to promote credit unions mortgage sales and facilitate business growth.
· Representing the credit union at community, business, and industry events; participate in community or other service programs and develop networking relationships to cultivate sales leads.
· Maintaining a supportive working relationship with team members while working independently, out of the office environment.
· Scheduling corporate visits offering valid suggestions regarding improvements to processes, forms, or functions to facilitate successful sales goal attainment.
· Acting as a good team player; promoting a positive, productive and supportive work environment; making valid suggestions regarding improvements to processes, forms, or function in work area.
· Staying abreast of current trends affecting the financial services industry; has an overall knowledge of the credit union, its policies and procedures and continually expands knowledge and develop skills.
Knowledge and Skills:
· One year to three years of similar or related experience.
· Bilingual in Ukrainian and/or Polish is a plus.
· A two-year college degree, or completion of a specialized certification or licensing, or completion of specialized training courses conducted by vendors, or job-specific skills acquired through an apprenticeship program.
· Strong time management skills, the ability to manage multiple workloads with successful results, and the ability to work independently. Organizational skills, excellent verbal and written communication skills, and listening skills are important for success in this role. This also includes problem analysis, problem resolution, above average interpersonal skills and strong computer skills to include mortgage origination systemn(LOS) knowledge and Microsoft Office.
· Candidates must be able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 50 lbs. Must be capable of climbing / descending stairs in an emergency situation. A normal range of vision and hearing abilities required. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators.
· Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
Working Conditions
Working Conditions
· Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
· Candidates must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team and being able to read and carry out various written instructions and follow oral instructions. They also must be able to complete basic mathematical calculations, spell accurately, and understand computer basics as well as speak clearly and deliver information in a logical and understandable sequence.
· Candidates must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Being able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace is crucial to this role, as well as being able to effectively handle multiple, simultaneous, and changing priorities and being capable of exercising highest level of discretion on both internal and external confidential matters.
· Work is generally performed within an office environment, primarily in a climate-controlled environment with minimal safety/health hazard potential. Sedentary, sitting, standing, walking, occasional lifting (overhead, waist level) from floor, bending, frequent near vision use for reading and computer use, standard office equipment available.
Benefits provided:
- Salary paid on a bi-weekly basis
- Bonuses at year-end
- 401 (K) Plan with SUMA FCU matching up to 4% of employee contributions as well as yearly 4% profit sharing
- Flexible Spending Account (FSA)
- Paid vacation: up to 2 weeks after one year of employment
- Personal days
- Sick leave
- Bereavement leave
- Medical and Dental care: 100% coverage for employee, 75% for spouse/family.
- Life insurance: $50,000 or 1-1/2 times his/her salary, whichever is greater
- Long-term and Short-term Disability
Apply Now!