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New hires will receive a $1,000 sign-on bonus!
($500 after 30 days and $500 after 90 days of employment)
The Senior eSolutions Representative/IRA/CD Specialist is responsible for consistently delivering world class service to members, uncovering and understanding our members known and unknown needs and finding solutions to help them achieve those needs. This position is also responsible for opening and maintaining IRA, Trust, Fiduciary, and Certificate accounts. The ideal candidate will be able to multi-task effectively while answering a high volume of calls and handle and resolve a variety of situations impacting our members’ financial lives.
Reports to the eSolutions Manager
Essential Functions, Skills and Abilities
Includes the possession of, but is not limited to:
Required:
Technical Knowledge:
Physical Abilities:
Include but are not limited to:
Why Work With Us?
Because we have AWESOME employees! And, we offer a full range of benefits and competitive compensation to support the financial and personal needs of our employees and their families. Our benefits package includes but is not limited to;
We also have employee discounts on our products and a rewards and recognition program!
Full Time
Banking
$53k-73k (estimate)
04/28/2024
06/27/2024
safeamerica.com
PLEASANTON, CA
50 - 100
1953
BARRY ROACH
$10M - $50M
Banking
SafeAmerica Credit Union found it's beginnings back in 1953 when two credit unions from San Francisco got together to serve Northern California Safeway employees. The credit unions officially merged in 1966 to form Safeway San Francisco Employees Federal Credit Union. Over the years, the credit union continued to grow and in an effort to reflect the ever-increasing diversification of the membership, its name was changed to Safeway Federal Credit Union. In 1989, the credit unions field of membership expanded even further to include Select Employee Groups and changed its name once again, this ti...me to SafeAmerica Federal Credit Union. In 2003, the credit union became State Charted and opened it's field of membership even more to serve four counties: Santa Clara, Alameda, Contra Costa, and San Mateo. It was at that time that the name changed to what it is today, SafeAmerica Credit Union. Today, SafeAmerica Credit Union is a $470 million community-chartered Credit Union, serving approximately 39,000 members in Northern California; principally in the San Francisco Bay Area with branches in Pleasanton, Walnut Creek, Antioch, and Hayward. We are proud to serve the California counties of Alameda, Contra Costa, San Mateo, and Santa Clara as well as numerous employer groups.
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