Call Center Service Representative

  • Safe Credit Union
  • Sacramento, CA, USA
  • Apr 09, 2021
Full time Banking Customer Service

Job Description

Call Center Service Representative I, IIJob Title:Call Center Service Representative I, IIJob Type:Full-Time, 38-40hrs. Plus Full BenefitsLocation:Rancho Cordova, CA Job Description:

We are proud to be an EEO/AA employer. We maintain a drug-free workplace.

Responsible for assisting members with financial needs, questions and transactions. Cross-sells appropriate Credit Union products and services to members in order to help SAFE achieve its financial service sales and referral goals. Provides continuous quality service to all members.

• Assist members with all general inquiries on accounts and loans.
• Process member transaction requests, including inputting check orders through Clarke American.
• Problem-solve with members regarding account concerns.
• Input loan applications for all loans including Home Equity lines/loans.
• Explain, promote, refer and sell Credit Union products and services using consultative selling techniques.
• Quote rates ranges from SAFE’s Savings/Loans Rate Sheets.
• Conduct member profiling to determine member needs.
• Open sub-share accounts (Checking, Money Markets, Special Purpose Savings, Certificates, and Holiday Club Accounts).
• Achieve individual sales and services goals (Call Monitors/Mystery Shops, Adherence, and Call Volume).
• Process mail.
• Confer with other departments to resolve member questions and concerns.
• Maintain posting drawer and ensure drawer balances daily.
• Provide support to Service Representative I’s.
• Maintain an ongoing awareness of developments/changes in policies, procedures, products and
• Adhere to Attendance and Punctuality Guidelines.
• Complete other duties as assigned.

High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience