Job Description
SAFE Credit Union is a financial institution offering various services to its members. The Contact Center Service Representative is responsible for handling customer service calls, resolving inquiries about accounts and products, and cross-selling services while maintaining a positive member experience. 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 Skills 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 Overview SAFE Credit Union provides credit cards, mortgages, commercial lending, auto loans, investing & retirement planning, checking & banking. It was founded in 1940, and is headquartered in Folsom, California, USA, with a workforce of 501-1000 employees. Its website is