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Customer Service Specialist
2 months ago
Hybrid/Remote Work Opportunities Available
Hourly Compensation: $22.55 Exact pay may differ based on skills, experience, and geographical location.
Why Choose SAFE Credit Union?
SAFE Credit Union provides more than just comprehensive medical, vision, dental benefits, 401k matching, HSA, and FSA. Discover how we support our employees:
- Professional Development: We offer training programs, workshops, and mentorship opportunities.
- Employee Recognition: We regularly acknowledge and celebrate employee achievements.
- Flexible Work Options: We provide opportunities for remote work and adaptable scheduling.
- Positive Work Environment: We cultivate an inclusive, collaborative, and supportive workplace.
- Career Advancement: We offer clear pathways for career growth and internal promotions.
- Work-Life Integration: We promote a healthy balance between work and personal life.
- Empowerment: We encourage employees to make decisions and take ownership of their roles.
- Diversity and Inclusion: We focus on creating a space of belonging through ERGs and the YOUnity Council.
- Wellness Initiatives: We promote physical and mental well-being through various wellness programs.
- Inspirational Leadership: Our leaders are dedicated to inspiring, supporting, and guiding their teams.
- Purpose-Driven Work: We align our company goals with the personal values of our employees.
KEY RESPONSIBILITIES
- Process member transaction requests, addressing concerns and providing effective solutions.
- Uphold SAFE's Brand Promise by delivering a positive and professional experience to both members and non-members.
- Input credit applications for consumer loans and credit lines using the LoansPQ application.
- Conduct thorough member profiling to identify their needs.
- Meet member service standards, sales performance expectations, and quality referrals through SAFE's referral application.
- Provide phone support and troubleshoot issues to resolve operational difficulties for members.
- Collaborate with other departments and branches to assist with member needs.
- Maintain a balanced posting drawer and complete daily reconciliations; close drawer at the end of each shift.
- Stay informed about developments and changes in policies, procedures, products, and services.
- Complete opening and closing checklists as required.
- Adhere to attendance and punctuality guidelines.
- Perform additional duties as assigned.
Education/Certification:
High school diploma or equivalent required.
Required Knowledge:
Prior customer service experience is essential.
Experience Required:
To excel in this role, an individual must successfully perform each essential duty. The requirements listed below represent the knowledge, skills, and abilities necessary for this position. Reasonable accommodations may be made for individuals with disabilities to perform essential functions.
Skills/Abilities:
- Exceptional communication and public relations skills.
- Ability to thrive under pressure.
- Proficiency in computer applications, including Microsoft Word and Excel.
- Strong mathematical skills and bookkeeping capabilities.
LANGUAGE SKILLS
- Excellent verbal, written, and listening communication skills, along with empathy.
- Ability to build strong relationships with leaders, business partners, and stakeholders.
- Ability to interpret various instructions provided in written, oral, or schedule form.
- Capability to solve practical problems and manage a variety of concrete variables in situations with limited standardization.
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, talk, or hear, and use hands to handle or control objects, tools, or controls.
- The employee may occasionally be 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 typically moderate.
This description is not intended to be an exhaustive 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 are 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 accurately reflect the current job, management reserves the right to revise the job or 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 that may pose serious health or safety risks to the employee or others or 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.
