PenFed Credit Union · 12 hours ago
Customer Service Representative
PenFed Credit Union is one of the country's strongest financial institutions, and they are seeking a Customer Service Representative to provide best-in-class member service. The role involves answering incoming calls, providing account information, and educating members about various products and services.
BankingCreditFinanceFinancial ServicesLending
Responsibilities
Answer persistent inbound member calls and accurately complete requested transactions regarding PenFed deposit, credit cards, and loan products
Provide a Best-in-Class member experience in all member interactions
Answer member inquiries via chat functionality and outbound calls
Calmly research, resolve, and de-escalate member questions or issues
Resolve problems that are within authority to resolve. Refer problems that are beyond authority to resolution team, along with recommendations for resolution
Update member records and document member calls
Act as a liaison between members and various departments
Maintain working knowledge of PenFed deposit, credit cards, and loan products
Participate in team meetings to ensure objectives are being met
Meet cross-selling and productivity metrics each month
Successfully complete different phases of training consisting of different call topics
Educate members on PenFed products and services to best support their financial goals
Efficiently navigate multiple banking platforms via internet browsers and other software
Perform other related duties as assigned
Qualification
Required
Equivalent combination of education and experience is considered
Associate's degree or 1 year of college-level education or a combination of education and experience that provides the necessary skills and knowledge to satisfactorily perform the essential job functions
Excellent verbal and written communication skills required
Exceptional time management skills required
Ability to work in a fast-paced, phone queue/call center environment
Demonstrated proficiency in standard business computer operations, internet applications, web browsers, e-mail, and various Windows-based software applications
Ability to work in multiple systems to obtain account data and complete research and requests for members and applicants in a timely manner
Ability to present a consistently positive and professional presence over the phone
Ability to adapt and embrace changes in organization, processes and systems as needed
Preferred
A minimum of one (1) year customer service experience in a call center, service-oriented environment, or financial setting preferred
Benefits
Comprehensive health, dental, and vision plans
Paid time off
Paid parental leave
Care support
Fitness center access
401(k) match
Employee loan discounts
Fully paid life and disability coverage
Education assistance
Community involvement
Volunteer opportunities
Company
PenFed Credit Union
PenFed Credit Union offers banking services, loans, mortgages, and credit cards to individuals and small businesses.
H1B Sponsorship
PenFed Credit Union has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (19)
2024 (20)
2023 (10)
2022 (21)
2021 (12)
2020 (11)
Funding
Current Stage
Late StageTotal Funding
$845.89M2025-09-22Debt Financing· $398.49M
2024-08-29Debt Financing· $447.4M
Leadership Team
Recent News
The Virginian-Pilot
2025-11-05
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