Remote Banking Contact Center Rep — Bilingual, Cross-Sell

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

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.