Contact Center - Telephone Consultant

Mission FedSan Diego, CA
$22 - $28Onsite

About The Position

Are you passionate about helping people, solving problems, and delivering exceptional service—one conversation at a time? Join our high‑performing Contact Center team as a Telephone Consultant, where you’ll be the first voice our members hear and a trusted advocate for their financial needs. This is a fast‑paced, multi‑skill inbound role perfect for someone who thrives on connecting with others, building relationships, and making a real impact every day.

Requirements

  • A High School Diploma or GED (required)
  • TC I: A minimum of six months of customer service experience is required.
  • TC II: A minimum of one year of customer service experience is required.
  • TC III: A minimum of three years of customer service experience is required.

Nice To Haves

  • Call center experience, including experience with a financial institution or similar industry, is preferred.

Responsibilities

  • Serving as the first point of contact, handling inbound calls with professionalism, empathy, and confidence
  • Resolving member inquiries and transactions accurately and efficiently—right on the call
  • Processing routine account transactions such as deposits, withdrawals, loan payments, transfers, official checks, and opening certificates of deposit
  • Supporting multiple call queues (Account Information + at least one additional skill area such as Loan Inquiry, Card Information, or Technical Assistance)
  • Identifying opportunities to cross‑sell products that truly meet member needs
  • Consistently achieving monthly goals for member experience, quality, efficiency, and schedule adherence
  • Protecting member and company assets by following all security, authorization, and compliance standards
  • Actively participating in team meetings, sales programs, contests, and department initiatives

Benefits

  • 18 days of PTO in your first year plus 12 holidays a year!
  • 6% - 8% 401(k) match
  • Full benefits package including medical, dental, vision, life insurance, etc.
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