Call Center Representative III

O

O. C. Credit Union

Posted 2 months ago

Full Time

Santa Ana, California

Hybrid

Smart Summary

Responsibilities

Provide members with accurate information regarding accounts, policies, and services while delivering an extraordinary member experience. Actively recommend credit union products and services to meet financial needs and deepen member relationships.

Qualifications

You have at least one year of experience in a call center and banking environment, with sales and service knowledge. You are effective in communication, possess strong computer skills including Microsoft programs, and can accurately perform mathematical calculations. You also demonstrate self-awareness, motivation, and empathy in providing excellent member service.

Must Have Skills for ATS

Microsoft Outlook

Microsoft programs

Job Description

Call Center Representative III Opportunity at Orange County's Federal Credit Union

In-office work schedule for the first 30 days. Hybrid work schedule maybe considered after thirty days 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 position

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.

O

O. C. Credit Union

Orange County’s Federal Credit Union isn’t your average financial institution – we’re a people-first, purpose-driven organization that believes banking should feel personal, not transactional. We help our members thrive through smarter financial solutions, genuine relationships, and a deep commitment to our community. From digital innovation to local impact, we’re shaping what modern banking looks like – one meaningful connection at a time. At Orange County’s Federal Credit Union we place a strong emphasis on growth. Our environment has an open and honest atmosphere where we encourage all associates to leverage their strengths, to accomplish both personal and professional growth and to achieve a balanced and purposeful life. Empowering Members. Elevating Employees. Enriching Orange County From 2011 – 2025 we have won the OC Register Best of OC Award! Come work with us! Become part of Orange County’s Federal Credit Union! Check out the exciting opportunities today. For account related inquiries, please visit https://www.orangecountyscu.org/about-us/contact-us/
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