Contact Center Representative - Banking

O. C. Credit Union•Santa Ana, CA

7d•$19 - $23•Onsite

About The Position

At Orange County’s 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. The successful Contact Center Representative has an exuberant demeanor and provides members with general information regarding their accounts, credit union policies, and services through extraordinary Member experiences. By comprehending Member preferences and providing 'trusted advisor' service, you'll match products and services that meet members' financial needs, while building and deepening relationships.

Requirements

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 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.

Nice To Haves

Spanish-bilingual preferred but not required.

Responsibilities

Relates favorably with members and colleagues in all encounters, conveying information and communicating with mutual respect, resulting in new account relationships and referrals. Cross-sells additional products and services that meet the member's needs and resolve escalated member issues.
Assists in areas of Credit Cards, fiduciary accounts such as trust accounts, and more intricate products and services.
Meets/exceeds your goals, including enhanced Member Survey Scores, Productivity, and Quality Assurance Scores on randomly selected and monitored calls. Assists and contributes to achieving individual, branch, and credit union goals and the organization's strategic plan.
Availability for opening and closing shifts Monday – Friday ranging between 7:30am – 7:15pm, and two Saturdays per month 8:30am – 2:30pm.

Benefits

Anthem & Delta Care USA Dental – From day one of employment!
Life insurance at no cost to associates.
401(k) – OCCU contributes up to 8% 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.