Customer Service / Call Center Representative II

AdelFi Christian Banking; San Dimas (CA); Vor Ort; USD 32.000 - 36.000; Vollzeit

Benefits dieser Stelle

Medical coverage

Dental coverage

Vision coverage

401(k)

Life Insurance

Flexible Spending Account (FSA)

Paid Time Off

Equipment Stipend

Employee Events

Paid Serve Days

Zusammenfassung

AdelFi Christian Banking is recruiting for a Contact Center Representative II in California. This role delivers accurate, secure customer service across phone and digital channels, helping members complete account and loan transactions and understand banking options.

You’ll resolve complex questions, open memberships, and support sales conversations to fit member needs. You will also assist with escalations and act as a knowledgeable resource for teammates, ensuring service quality in a

Qualifikationen

• High school diploma or equivalent.
• 3+ years customer service experience in a bank/credit union.
• 2+ years Call Center experience serving the public; cross-selling experience.
• Strong verbal/written communication and ability to work under pressure.
• Ability to multitask, prioritize, and follow through in a fast-paced environment.
• Preferred: Episys, Synapsys, STAR, FDR; bilingual English/Spanish.

Aufgaben

• Your day starts by logging into remote tools and reviewing updates that impact Customer Service.
• You'll move through a steady Call Center rhythm—balancing inbound needs with proactive outreach—while documenting details carefully and protecting member information.
• Between interactions, you'll coordinate with teammates on escalations, share quick guidance that supports consistent Banking answers, and help newer representatives navigate systems and workflows.

Kenntnisse

Bank/credit union customer service

Call Center experience

Strong communication

Multitasking under pressure

Cross-selling experience

Bilingual English/Spanish

Ausbildung

High school diploma or equivalent

Jobbeschreibung

Our Foundation

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 Overview

The Contact Center Representative II delivers accurate, secure Customer Service across phone and digital channels, helping members complete account and loan transactions and understand available Banking options. You'll resolve more complex questions, open new memberships, complete loan pre-approvals, and use consultative Sales conversations to recommend solutions that fit a member’s needs. You'll also support service quality by assisting with escalations and serving as a knowledgeable resource for teammates.

Required Qualifications/skills

• High school diploma or equivalent
• 3+ years customer service experience in a bank/credit union
• 2+ years Call Center experience serving the public; cross-selling experience
• Strong verbal/written communication and ability to work under pressure
• Ability to multitask, prioritize, and follow through in a fast-paced environment
• Preferred: Episys, Synapsys, STAR, FDR; bilingual English/Spanish

Your Typical Day

Your day starts by logging into remote tools and reviewing updates that impact Customer Service, including process notes and member follow-ups. You'll move through a steady Call Center rhythm-balancing inbound needs with proactive outreach-while documenting details carefully and protecting member information. Between interactions, you'll coordinate with teammates on escalations, share quick guidance that supports consistent Banking answers, and help newer representatives navigate systems and workflows.

Total Rewards

• Medical coverage
• Dental coverage
• Vision coverage
• 401(k)
• Life Insurance
• Flexible Spending Account (FSA)
• Competitive Salary ($23.50 to $26/hourly)
• Paid Time Off
• Equipment Stipend
• Employee Events
• Paid Serve Days

Salary

Salary: $23.50 - $26.00 per hour