{"id":4255465,"url":"https://alion.io/job/wescom-financial-contact-center-representative-i","title":"Contact Center Representative I","company":{"id":1763556,"name":"Wescom Financial","domain":"wescom.org","url":"https://alion.io/company/wescom","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Anaheim, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-09-24T00:00:00Z","employer_posted_date":"2026-09-24","last_verified_at":"2026-11-13T14:13:42Z","board_verified":true,"closed_at":null,"days_open":50,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":50},"description":"Please use Firefox or Chrome internet browser to complete this application\nCurrent Wescom Employees: Please visit the Career Center in Workday to search and apply for a current job opening.\nWe value and rely on the unique talents and contributions of our employees to absolutely excel in member engagement by Delivering Signature Experience.\nSalary Grade:\n152NSalary Pay Range for This Position:\n$23.51 - $32.96POSITION SUMMARY:\nAre you ready to be the friendly voice that makes someone's day? As a Member Contact Center Representative, you'll be the heart of a fast-paced contact center, delivering exceptional service with a smile (even over the phone!). You'll be the go-to expert for our members - providing quick, clear, and accurate answers about everything from savings accounts and loans to the latest promotions. You'll play a key role in solving problems, sharing product knowledge, and making every interaction count - all while keeping our members happy and informed from the very first hello.\nOur call center is open from 7am to 8pm to service our members, start times will vary between 7am-11am, and include rotational Saturdays (2x month); Saturdays are 8-5pm.\n We have multiple openings available throughout our Anaheim Hills Operations Center & Pasadena Administrative Office, apply now!\nESSENTIAL POSITION FUNCTIONS\nConsistently provides a high level of service and is committed to increasing member satisfaction. Demonstrates adherence to the Member Contact Center (MCC) Service Standards in addition to enforcement and modeling of our Mission Statement, Core Values and Team Attributes. Promotes advocacy and takes personal responsibility to ensure that member issues are handled properly at the first point of contact.\nFocuses on learning how to deliver Signature Experiences and achieving successful results in the Member Experience Surveys.\nMaintains knowledge of products and services. Performs day to day transactions for members including, but not limited to deposits, withdrawals and transfers.\nAnswers member inquiries and provides information in accordance with Credit Union policies and procedures for statement requests, stop payments, fraud claims, insurance of accounts, and other deposit account-related needs.\nAssists members with savings products, including checking, certificate and money market accounts.\nActively participate in training/self development to understand the basicsin the legal aspects of accounts (e.g. trusts, fiduciary accounts, Power of Attorneys, etc.).\nProvides member assistance and education with home banking platform and mobile devices.\nTargets and achieves individual goals in support of department goals. Learn how to contributes to Wescom growth through needs-based sales and service skills to match services to member needs.\nEnsures member engagement and a migration to appropriate delivery channels. Makes referrals for insurance services and investment services to Wescom Insurance Services and Wescom Financial Services.\nMakes referrals for home equity products to department Mortgage Loan Originators and referrals for first mortgages to Mortgage Loan Originators in Real Estate.\nMeets personal development and training objectives established by Department Manager.\nCompletes Wescom University core curriculum, including required regulatory training. Possibly trains other employees in routine procedures.\nMaintains applicable skills to effectively utilize in technology applications including the operating system and ancillary systems. Contributes to organizational efforts in process improvement.\nEnsures department compliance with audit and security standards, policies and procedures, and loss prevention measures. Maintains confidentiality of Credit Union and member records.\nProtects the Credit Union’s financial interest by maintaining the MCC Responsibility Guidelines.\nCommunicates well both verbally and in writing, effectively shares information and ideas with others, and demonstrates good listening skills.\nEnsures individual appearance reflects the desired level of professionalism. Maintains the physical environment of the work area according to Wescom standards.\nMaintains good attendance and punctuality in adherence with Wescom policy.\nEDUCATION, EXPERIENCE, SKILLS AND ABILITIES:\nHigh School graduate.\nPrevious financial industry and customer service experience preferred.\nMust demonstrate the willingness and the ability to learn the necessary technology applications utilized within the MCC, including the Credit Union’s operating system.\nCOMPUTER SKILLS:\nProficient in Microsoft applications (Word, Excel, Outlook).\nMust be proficient in technology applications including the Credit Union’s operating system and specialized software required for performance of position.\nMATHEMATICAL SKILLS:\nAbility to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals.\nAbility to compute rates, ratios and percent and to draw and interpret bar graphs.\nPHYSICAL DEMANDS:\nThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.\nWhile performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle or feel; reach with hands and arms, climb or balance, stoop kneel, crouch, crawl; talk or hear and taste or smell. The employee must occasionally lift and/or move up to 10 pounds.\nVision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.\nWORK ENVIRONMENT:\nThis position is Hybrid reporting to either the Anaheim Operations Center Office or our Pasadena Administrative office.\nThe Remote or Hybrid status may be discontinued by Wescom in its sole discretion at any time and for any reason or no reason, with or without notice by Wescom or Employee.\nThe work environment characteristics described here are representative of those an employee encounters while performing functions of this job.\nThe noise level in the work environment is moderately quiet.\nIt is a non-smoking environment.\nThe above job requirements are representative of minimum levels of knowledge, skills, and abilities. The marginal functions have not been included. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.\nThis job description in no way implies that these are the only duties to be performed. An employee will be required to follow any other job-related instructions and duties as requested by the supervisor and/or management.\nAll positions, including those that are hybrid and remote, require employees to reside within Wescom's service area in California.","description_format":"text","description_chars":6790,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Credit Unions & Cooperative Banks","Mortgage Lending & Brokers"],"lifecycle":[{"event":"open","at":"2026-11-13T14:13:42Z"}],"visa":[],"liveness":{"score":23,"band":"cold","label":"Long shot","p_open":1,"p_active":0.506,"p_room":0.45,"age_days":50,"expected_fill_days":26,"reasons":["conf:3","win:tail"],"computed_at":"2026-11-13T17:44:41Z"},"pay":null,"html_url":"https://alion.io/job/wescom-financial-contact-center-representative-i","json_url":"https://alion.io/job/wescom-financial-contact-center-representative-i.json","meta":{"generated_at":"2026-11-13T17:44:41Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":35449,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-14T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1763556},"rest":"https://alion.io/mcp/rest/get_company?id=1763556"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fwescom-financial-contact-center-representative-i"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fwescom-financial-contact-center-representative-i"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fwescom-financial-contact-center-representative-i"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/wescom-financial-contact-center-representative-i\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fwescom-financial-contact-center-representative-i"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4255465}},{"tool":"search_jobs","arguments":{"company":"wescom.org","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4255465},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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