Customer Relationship Specialist

5 days ago


Santa Ana, California, United States Orange County's Credit Union Full time
About Us

At Orange County's Credit Union, we foster a workplace culture where every voice matters. Our commitment to excellence has earned us the Peter Barron Stark award for highest associate satisfaction.

We are proud to be a community-driven organization with over 85 years of experience, $2.5+ billion in assets, and 140,000+ members.

Our Mission

We put people first by providing exceptional financial services and fostering a collaborative work environment that recognizes individual contributions and nurtures growth.

Your Role

In this position, you will serve as the face of our credit union, delivering personalized services that go beyond basic transactions.

  • You will identify member needs, open and fund a wide range of new accounts and loan types, and refer them to business partners for additional products and services.
  • Handle teller transactions with accuracy and a friendly demeanor.
  • Cross-sell products and services, helping members discover solutions that meet their financial needs.
  • Resolve any issues with a consultative approach that builds trust and long-term relationships.
What We Offer

We value your experience and skills, and our competitive hourly rates reflect that. Here is a breakdown of our branch job levels with corresponding hourly pay:

  • Member Service Rep. III: $21.00 (requires minimum one year recent Teller and preferably six-months of New Accounts experience)
  • Member Service Rep. IV: $22.00 (requires minimum two years recent opening and funding a wide range of new accounts and loan types)
  • Senior Branch Rep. I-II: $23.00 - $25.00 (requires minimum two years recent opening and funding a wide range of new accounts and loan types AND one year in a Senior, Lead, or Manager on Duty role)
Perks & Benefits

We offer comprehensive benefits, including top-tier health insurance, a robust 401(k) plan, and paid holidays.

  • Health Coverage: Comprehensive benefits, including Anthem, Delta Dental, and VSP, effective from your first day.
  • Financial Security: Life insurance at no cost and a 401(k) plan with a 3% automatic contribution plus a dollar-for-dollar match up to 5%.
  • Work-Life Balance: 13 days of vacation and seven (7) sick days annually and paid holidays.
  • Recognition & Growth: Annual merit increases, discretionary bonuses, and educational grants up to $2,000 per year.


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