Contact Center Representative I

AdelFi Credit Union•San Dimas, CA

5d•Hybrid

About The Position

As a Contact Center Representative I, you support members’ financial well-being by providing clear, accurate assistance across consumer and commercial accounts in a call center environment. The role involves protecting member trust, resolving problems, and connecting members with appropriate banking solutions. The position offers work-from-home flexibility and is hybrid after on-site training in San Dimas, California. The work schedule is Monday through Friday, between 7:30 a.m. and 5:30 p.m., for 40 hours per week. You will handle member conversations by phone and digital messaging, verify account details, safeguard accounts, document interactions, and track follow-ups so members have clear next steps. AdelFi Christian Banking is a faith-based credit union formed by Christian Community Credit Union and AdelFi, with more than 130 years of combined experience.

Requirements

High school diploma or equivalent.
At least 1 year of customer service experience.
Strong communication skills, attention to detail, and ability to multitask in a fast-paced setting.
Ability to train on-site in San Dimas, California, and work hybrid after training.
Availability to work Monday through Friday, between 7:30 a.m. and 5:30 p.m., for 40 hours per week.

Nice To Haves

Cross-selling experience.
Bilingual English/Spanish.

Responsibilities

Complete account transactions, respond to questions, and resolve issues across multiple channels.
Build relationships by identifying members’ needs, educating them about products and 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.
Handle phone and digital messages, verify details, safeguard accounts, and track follow-ups.
Confirm documentation is complete and members understand their next steps.