Call Center Agent

About the role

Join our talented and passionate team at one of California's most innovative and growing Credit Unions, awarded Top Workplaces six years in a row and named by Newsweek as one of America's Best Regional Banks & Credit Unions 2026. We strive to deliver a better financial life to members through every interaction and look for team players who can contribute the right skills while keeping focus on our mission.

Responsibilities

• Assists members and potential members with their telephone requests
• Answers questions about products and services and resolves problems that are within their authority to resolve
• Educates members on products, services, and self-service options; advises members on financial solutions
• Refers problems beyond their authority to their manager, along with recommendations
• Sends secure emails and electronic forms as requested
• Performs daily duties accurately while maintaining acceptable production levels and managing downtime

Requirements

• One to three years of customer service experience
• High school education or GED
• Strong verbal, written, and phone communication skills
• Enjoys a fast-paced environment working with members
• Effective interpersonal and interdepartmental skills
• Maintains composure under pressure

Benefits

• Medical, Dental, Vision, Life, and Long-Term Disability Insurances
• 401(k) including employer match
• Discounts on financial products and services, including loans
• Paid sick leave & vacation
• Hybrid schedule: 3 days onsite / 2 days remote (assessed after approximately 90 days of employment and satisfactory performance evaluation)
• Company-wide Incentive Plan

Pay

Salary range from Call Center Agent I to Call Center Agent II (DOE): $26 to $30 per hour

Schedule

Hybrid schedule: 3 days onsite / 2 days remote