Contact Center Service Representative

SAFE Credit Union; Folsom, Northern (CA, KY); Hybrid; USD 29,000 - 33,000; Full time

Benefits offered by this job

Professional Development Opportunities

Recognition and Appreciation

Flexible Work Arrangements

Positive Company Culture

Career Growth

Work-Life Balance

Employee Empowerment

Space of Belonging

Job summary

SAFE Credit Union is hiring a Customer Service Representative in the greater Sacramento region. The role handles member calls, processes transactions, and cross-sells financial products in a fast-paced contact center.

Hybrid work eligibility is available after 4–5 weeks of employment following successful training and proficiency demonstration. Excellent communication and math skills are essential for success.

Qualifications

• 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 including Microsoft Word and Excel.
• Solid math skills and bookkeeping abilities.

Responsibilities

• Handle a variety of customer service calls promptly and courteously.
• Resolve questions and problems regarding accounts, payments, products, and services.
• Cross-sell products and services and support referral processes.
• Input credit applications for consumer loans and credit lines.
• Maintain posting drawer and balance daily; close drawer at the end of each shift.
• Coordinate with other departments to assist members’ needs.

Skills

Excellent communication

Ability to work well under pressure

Solid math skills

Bookkeeping abilities

Education

High school diploma

Tools

Microsoft Word

Microsoft Excel

Job description

Potential for Hybrid Opportunity:

Hybrid work eligibility will be offered after approximately 4–5 weeks of employment. Transition to a hybrid schedule will occur upon successful completion of training and proficiency is demonstrated in member identification.

Must be local to the greater Sacramento Region

Hourly Range: $20.80 - $24.00

Exact compensation may vary based on skills and direct experience.

Why SAFE?

SAFE offers so much more than just full medical, vision, dental, 401k matching, HSA, and FSA! Learn more about how we support our workforce!

• 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.

POSITION PURPOSE

Responsible for handling a variety of customer service calls in a prompt and courteous manner. Resolves customer questions and problems regarding accounts, payments, products, and services. Completes and maintains applicable reports, records, and files. Cross-sells products and services, and supports all functions within the Contact Center.

ESSENTIAL FUNCTIONS AND BASIC 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.
• 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.

QUALIFICATIONS

Education/Certification:

High school diploma, or equivalent.

Required Knowledge:

Customer service experience required.

Experience Required:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Skills/Abilities:

• 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.

WORK ENVIRONMENT/PHYSICAL DEMANDS SUMMARY

LANGUAGE SKILLS

• Excellent communication skills (verbal, written, listening skills, and empathy).
• Expert ability to build relationships with other leaders, business partners, and stakeholders.

MATHEMATICAL SKILLS AND REASONING ABILITY

• 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.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls.
• The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.
• The employee must occasionally lift and/or move up to 10 pounds.
• Specific vision abilities required by this job include close vision.
• The noise level in the work environment is usually moderate.

INTENT AND FUNCTION OF JOB DESCRIPTIONS

This is not necessarily an all-inclusive list of job-related responsibilities, duties, skills, efforts, requirements or working conditions. All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.