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AdelFi Credit Union

Contact Center Representative II

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Job Description

Contact Center Representative II AdelFi Credit Union San Dimas, CA Job Details Full-time $23.50 - $24.50 an hour 4 hours ago Benefits Health insurance Dental insurance 401(k) Flexible spending account Paid time off Vision insurance Life insurance Qualifications Customer communication High school diploma or GED Math Typing Suggestive selling Client interaction via phone calls Full Job Description Who We Are AdelFi Christian Banking unites two trusted Christian financial institutions (Christian Community Credit Union & AdelFi) bringing together more than 130 years of combined experience. Together as one faith-based credit union, we're committed to practical banking that helps you live out your values and make a lasting Kingdom impact. Role Summary As a Contact Center Representative II , you deliver accurate, high-quality member support in a fast-paced Contact Center while safeguarding member information and strengthening relationships through solution-focused guidance. You'll handle complex account and loan requests, open new memberships, complete loan pre-approvals, and resolve escalated issues with sound judgment and attention to detail. You'll also promote relevant products through consultative Sales conversations, and serve as a steady resource for peers by helping troubleshoot and support newer representatives.
Required qualifications/skills:
High school diploma or equivalent 3+ years customer service experience in a bank/credit union 2+ years public-facing Call Center experience Cross-selling experience Strong verbal/written communication, math aptitude, 40wpm typing, and ability to work under pressure Available to train full-time (40 hours per week) at San Dimas branch for about 60-90 days and transition to a hybrid work schedule
Preferred:
Episys, Synapsys, STAR, FDR; bilingual English/Spanish; accounting knowledge A Typical Day Throughout the day, you'll keep a steady Call Center pace, maintain a professional tone, and look for natural moments to educate members on options that fit—without losing sight of service-first Customer Service. Total Rewards Comprehensive benefits package including Medical, Dental, and Vision coverage; 401(k); Life Insurance; Flexible Spending Account (FSA); Paid Time Off including Serve Days; Employee Events; Competitive Salary; and an Equipment Stipend to support your work setup.

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Bonuses/Stipends
  • Health Insurance