Call Center Representative III at O. C. Credit Union

Santa Ana, California, United States -

Full Time

Start Date

Immediate

Expiry Date

07 Jul, 26

Salary

27.0

Posted On

08 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Banking, Sales, Communication, Microsoft Office, Outlook, Mathematical Calculations, Problem Solving, Relationship Building, Financial Services, Data Entry, Telephone Etiquette

Industry

Banking

Description

Call Center Representative III Opportunity at Orange County's Federal Credit Union Able to work 100% In-Office for the first three (3) months. Hybrid work schedule maybe granted after three (3) months of successful performance. Must be available to work shifts ranging between 7:45am – 7:15pm, Monday – Friday, and two Saturdays per month 8:30am – 2:30pm. At Orange County’s Federal Credit Union, we don’t just offer banking services, we create meaningful relationships that empower our members and enrich our community. With over 85 years of trust, $2.5+ billion in assets, and 140,000+ members, we’ve built a reputation for excellence—and we’re just getting started. Our commitment to people, performance, and purpose has earned us the #1 spot in the Orange County Register’s 2025 and 2024 Best Credit Union list, and the voices of our employees have earned us the Peter Barron Stark Award for Workplace Satisfaction. When you join us, you’re not just taking the next step in your career; you’re joining a team that loves where they work. POSITION SUMMARY: Under general supervision and direction, with an exuberant demeanor, provides members with general information regarding their accounts, credit union policies and services through extraordinary Member experiences: Connect, Discover, Deliver & Wow. Assists members with transaction requests, file maintenance, accurate and timely product and service information. By understanding Member preferences, and by providing ‘trusted advisor’ service, matches products and services that meet member’s financial needs, leading to building and deepening relationships. Actively recommend other credit union services and products. Perform accurate transactions and account maintenance. Provide enthusiastic, professional, accurate and efficient member service via the telephone. Call Center Rep III’s are accountable for achieving personal, Team and Credit Union sales and services goals, and continuing to develop their own professional proficiencies through the Call Center Development Tracks, to maximize their value to the organization. QUALIFICATIONS: * At least one (1) year of experience in a call center and banking environment, which includes knowledge of sales and service preferred. * Possess the aptitude to exercise self-awareness, self-regulation, motivation, inspiration, empathy, and be service-oriented, utilizing influence in a positive manner * Must be effective in written and oral communication, including the ability to speak and hear to give and receive instructions and information to others in person and over the telephone * Computer knowledge and experience are normally expected in professional environments, including Microsoft programs, Outlook scheduling, and the knowledge of how to navigate effectively on the internet * Accurately performs mathematical calculations. Final offers are based on qualifications, internal equity, and the level of position offered. Below are OCFCU's Call Center job levels with their corresponding hourly pay ranges: Call Center Rep. III: $22.50 - $27.00 Per Hour For Full-Time Generous benefits include: * Anthem & Delta Care USA Dental – From day one of employment! * Life insurance at no cost to associates. * 401(k) – OCCU contributes up to 6% of gross earnings (dollar for dollar). * Vacation hours – 13 days per year, rolls over year-to-year and increases with tenure. * Sick hours – 7 days per year * Paid Holidays * Annual performance merit increases * Professional and personal development programs, including educational grants up to $1k per year and step progression opportunities. * Annual discretionary bonus * Professional, welcoming, and collaborative work environment focused on achieving goals, recognizing successes, and excelling at member service. Orange County's Federal Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required.

Responsibilities

Provide professional and efficient member service via telephone while assisting with transaction requests and account maintenance. Actively recommend credit union products and services to meet member financial needs and deepen relationships.