Contact Center Representative II

Adelfi; United States; Remote; USD 30,000 - 32,000; Full time

Benefits offered by this job

Medical, Dental, and Vision coverage

401(k)

Life Insurance

Flexible Spending Account (FSA)

Competitive Salary

Paid Time Off

Equipment Stipend

Employee Events

Paid Serve Days

Job summary

AdelFi is seeking a Contact Center Representative I to support members’ financial well-being in a remote call center role with hybrid work after training. You will handle account transactions, educate members on products, and drive sales while maintaining accurate documentation and security standards.

Requirements include a high school diploma, 1+ year customer service experience, and preferred bilingual ability in English/Spanish.

Qualifications

• 1+ year customer service experience.
• Cross-selling experience preferred.
• Bilingual English/Spanish preferred.
• Strong communication, attention to detail, and multitask in a fast-paced setting.
• Ability to train on-site in San Dimas, CA and work hybrid after training Mon-Fri, 7:30am to 5:30pm (40 hrs/week).

Responsibilities

• Complete account transactions, respond to questions, and resolve issues across multiple channels
• Build relationships by identifying needs, educating members on products/services, and recommending appropriate options
• Support sales and referral goals, including outbound relationship-building activities
• Document interactions thoroughly and follow all policies, procedures, and security standards

Skills

Customer service

Cross-selling

Bilingual English/Spanish

Strong communication

Multitasking

Education

High school diploma or equivalent

Job description

Remote

Our Shared Calling

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.

Your Mission Here

As a Contact Center Representative I, your Customer Service directly supports members’ financial well-being by delivering clear, accurate help across consumer and commercial accounts in a Call Center environment with work-from-home flexibility. You’ll protect trust, solve problems, and connect members to the right Banking solutions.

Key responsibilities:

• Complete account transactions, respond to questions, and resolve issues across multiple channels
• Build relationships by identifying needs, educating members on products/services, and recommending appropriate options
• Support sales and referral goals, including outbound relationship-building activities
• Document interactions thoroughly and follow all policies, procedures, and security standards

Required qualifications/skills:

• High school diploma or equivalent
• 1+ year customer service experience
• Cross-selling experience preferred; bilingual English/Spanish preferred
• Strong communication, attention to detail, and ability to multitask in a fast-paced setting
• Ability to train on-site in San Dimas, CA and work hybrid after training Mon-Fri, 7:30am to 5:30pm (40 hrs/week)

A Day of Member Impact

You start by signing into your tools and preparing for a steady flow of Customer Service conversations. Throughout the day, you move between phone and digital messages in the Call Center, keeping your tone calm and your notes precise. You’ll pause to verify details and safeguard accounts, then track follow-ups so members don’t have to repeat themselves. You wrap up by confirming documentation is complete and that members’ next steps are clear—so each interaction strengthens confidence in their Banking relationship.

Rewards That Support You

• Medical, Dental, and Vision coverage
• 401(k)
• Life Insurance
• Flexible Spending Account (FSA)
• Competitive Salary ($22–$23.50/hour)
• Paid Time Off
• Equipment Stipend
• Employee Events
• Paid Serve Days