SAFE Credit Union · 1 month ago
Contact Center Service Representative
Folsom, CA
Full-time
Hybrid
New Grad, Entry Level
$20.80/hr - $24/hrSAFE Credit Union is a supportive workplace offering various employee benefits and professional development opportunities. The Contact Center Service Representative is responsible for handling customer service calls, resolving inquiries related to accounts, payments, and services while providing a positive experience for members.
Financial Services
Responsibilities
Process member transaction requests, addressing and resolving concerns, as well as providing solutions
Represent SAFE’s Brand Promise by providing a positive and professional experience to members and non-members
Input credit applications for consumer loans and credit lines through LoansPQ application
Conduct extensive member profiling to determine members’ needs
Achieve member service standards, sales performance expectations, and quality Business Partner referrals through SAFE’s referral application
Provides phone support and simulates or recreates problems to provide resolution to members for operating difficulties
Consult with other departments and branches to assist with members’ needs
Maintain posting drawer and balance daily; close drawer at the end of each shift
Maintain an ongoing awareness of developments and changes in policies, procedures, products, and services
Complete opening and closing checklists, when applicable
Adhere to Attendance and Punctuality Guidelines
Complete other duties, as assigned
Qualification
Required
High school diploma, or equivalent
Customer service experience required
Excellent communication and public relations skills
Ability to work well under pressure
Computer and related software application skills, including Microsoft Word and Excel
Solid math skills and bookkeeping abilities
Excellent communication skills (verbal, written, listening skills, and empathy)
Expert ability to build relationships with other leaders, business partners, and stakeholders
Ability to interpret a variety of instructions furnished in written, oral, or schedule form
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
Benefits
Full medical
Vision
Dental
401k matching
HSA
FSA
Professional Development Opportunities: Offering training programs, workshops, and mentorship.
Recognition and Appreciation: Regularly acknowledging employee achievements and contributions.
Flexible Work Arrangements: Providing options for remote work and flexible scheduling.
Positive Company Culture: Fostering an inclusive, collaborative, and supportive work environment.
Career Growth: Clear paths for career advancement and internal promotions.
Work-Life Balance: Encouraging a healthy balance between professional and personal life.
Employee Empowerment: Allowing employees to make decisions and have autonomy in their roles.
Space of Belonging: ERGs, YOUnity Council and a focus around diversity, equity inclusion and belonging.
Wellness Programs: Promoting physical and mental health through wellness initiatives and resources.
Strong Leadership: Having leaders who inspire, support, and guide their teams effectively.
Sense of Purpose: Creating a sense of mission and aligning company goals with employees' personal values.
Company
SAFE Credit Union
SAFE Credit Union provides credit cards, mortgages, commercial lending, auto loans, investing & retirement planning, checking & banking.
Founded in 1940
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2025-11-18Acquired
Leadership Team
Michael McCarthy
Chief Technology Officer
Alexis Fitzpatrick
EVP, Chief Finance Officer
Recent News
2025-11-21
PR Newswire
2025-11-18
Seattle TechFlash
2025-11-10
Company data provided by crunchbase