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SAFE Credit Union logo

Contact Center Representative

Folsom, CA, USA|Remote, Onsite

Job Overview

briefcase

Employment Type

Full-time
Hourly
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Compensation

Hourly
Range $20.80 - $24.00
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Work Schedule

Flexible
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Benefits

401k
401K Matching
Dental Insurance
Health Insurance
Paid Time Off
Tuition Reimbursement
Vision Insurance

Job Description

SAFE is a reputable and member-focused financial institution dedicated to providing exceptional service and innovative solutions to its diverse client base. As a company committed to fostering a positive workplace culture, SAFE emphasizes professionalism, inclusivity, and a customer-centric approach in all aspects of its operations. The organization prides itself on delivering high-quality financial products and services that meet the unique needs of its members while maintaining a supportive and empowering environment for its employees. Located in Folsom, CA, SAFE is preparing to transition its contact center to this vibrant city in June 2025, ensuring that it continues to offer convenient... Show More

Job Requirements

  • High school diploma or equivalent
  • Customer service experience
  • Ability to perform job duties satisfactorily
  • Good communication skills
  • Basic computer knowledge
  • Ability to handle multiple tasks
  • Ability to work flexible hours

Job Qualifications

  • High school diploma or equivalent
  • Customer service experience
  • Ability to perform each essential duty satisfactorily
  • Strong communication and interpersonal skills
  • Basic computer proficiency
  • Problem-solving skills
  • Ability to work independently and as part of a team

Job Duties

  • 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
  • Provide phone support and simulate or recreate 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

Job Qualifications

Experience

Mid Level (3-7 years)


Job Location

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