Deposit Servicing Specialist
SAFE Credit UnionFolsom, California, United States
Posted February 23, 2026
Full Time
About the Company
SAFE Credit Union, established in 1940, is a financial leader serving Northern California with $4.6 billion in assets and approximately 236,000 members. Offering a wide range of services including small business loans, home loans, online banking, and mobile solutions, SAFE prioritizes member satisfaction and provides a robust set of employee benefits. The credit union is insured by the NCUA and recognized as an Equal Housing Opportunity lender.
Job Description
This is a hybrid role that will require the employee to be in office (Folsom, CA) 3 days per week. The Deposit Servicing Specialist will originate and service specialty deposit accounts, including IRAs, trusts, estates, and other fiduciary arrangements. They will analyze, research, and maintain a broad knowledge of deposit product laws and regulations to ensure operational expertise for these specialty accounts.
Requirements
- Bachelor's degree from a four-year college or university, and three to five years of work-related experience in a full-service financial institution; or an equivalent combination of education, training, and experience.
- Certified IRA Specialist 1 (CIS 1) preferred
- Certified IRA Specialist II (CIS II) preferred
- Microsoft Office products (Outlook, Teams, Word, Excel)
- Working knowledge of DNA banking platform preferred
