Call Center Representative

Commonwealthcu; San Jose (CA); On-site; USD 33,000 - 42,000; Full time

Benefits offered by this job

13 paid holidays

17 days PTO first year

Discounts on loans (up to 2%)

401(k) with company match

Long-term disability insurance

Life insurance

Voluntary insurance

Employee assistance program

Financial wellness resources

Tuition reimbursement

Job summary

CommonWealth Central Credit Union in San Jose, CA is seeking a Call Center Representative to provide compassionate service and support to members seeking financial solutions. You will handle telephone requests, answer questions about products and services, and aim to resolve issues promptly and accurately.

The role emphasizes excellent communication, patience, and a professional demeanor, with opportunities to grow within a values-driven workplace and financial wellness benefits.

Qualifications

• At least six months to two years of similar or related experience.
• Exceptional customer service skills are required, with strong listening and telephone abilities.
• Prior experience in a credit union or bank is strongly preferred.

Responsibilities

• Provide compassionate guidance to help members enhance their financial well-being.
• Assist members with telephone requests, answer questions about products and services, and resolve issues within authority to resolve; refer others to a supervisor.

Skills

Customer service

Active listening

Telephone etiquette

Verbal communication

Professional appearance

Job description

At CommonWealth Central Credit Union, we’re more than just a financial institution—we’re a community. We proudly serve over 40,000 members across Santa Clara, San Benito, Monterey County, and beyond, helping them achieve their financial goals and build brighter futures.

We’re looking for passionate, service-driven individuals who believe in making a real impact. If you’re committed to empowering people with financial solutions and want to grow in a supportive, values-driven workplace, you’ve come to the right place.

What We Offer:
In addition to a competitive base salary, our compensation package includes:

• 13 paid holidays
• 17 days of Paid Time Off (PTO) during first year of employment
• Up to 2% discounts on loans--including first mortgages*

CommonWealth Central Credit Union
Attention: Human Resources
P.O. Box 641690
San Jose, CA 95164-1690

Current Openings

Position:Call Center Representative

Location: San Jose, CA

Job Id:319

# of Openings:1

At CommonWealth, we serve the financial needs of more than 40,000 people who live or work in Santa Clara County. We are seeking candidates who share our value and commitment to building stronger communities through financial health – one member at a time. In addition to a competitive base salary, our compensation package includes:

• 13 paid holidays
• 17 days of Paid Time Off (PTO) during first year of employment
• Up to 2% discounts on loans--including first mortgages*
• 401(k) Plan with Company Match
• Long-term disability insurance
• Life insurance
• Voluntary insurance
• Employee assistance program
• Financial Wellness benefits and resources
• Tuition reimbursement and more

We are currently accepting applications for a full-time Call Center Representative at our San Jose Corporate Office.

As a Call Center Representative, your major responsibilities will include:

• Provide compassionate guidance to help our members enhance their financial well-being.
• Assist members and potential members with their telephone requests; answer questions about products and services; resolve problems that are within authority to resolve such as review deposits made through remote delivery channels for release of funds; refer problems that are beyond authority to supervisor, along with recommendations.
• Assist members with all transactions, including opening accounts, loan payments, cash advances, and payments by phone in a timely manner while providing compassionate, courteous and accurate service.
• Provide technical support for all inquiries associated with current and future online services (i.e online banking, bill payment).
• Research and resolve plastic card problems. Review transactions and fraud alerts.

Our ideal candidate will have at least six months to two years of similar or related experience. Exceptional customer service skills are required, as well as excellent listening and telephone skills. Outstanding verbal communication skills required. A professional appearance and demeanor are required. Prior experience working in a credit union or bank strongly preferred.

Pay Range: $24.25/hour - $30.25/hour; based on skills and experience.

CommonWealth is an Equal Opportunity Employer

to help our members enhance their financial well-being.

CommonWealth is an Equal Opportunity Employer.

* The loan discount rate cannot be lower than the Applicable Federal Rates; for real estate loans, the interest rate cannot be less than 2%.