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Client Relationship Specialist

2 months ago

Anaheim, California, United States Orange County's Credit Union Full time
Position Overview

Workplace Excellence: At Orange County's Credit Union, we take pride in our commitment to associate satisfaction, having received the Peter Barron Stark award for our outstanding workplace environment. With over 85 years of experience and a membership exceeding 123,000, we are a leading financial service provider with assets surpassing $2 billion and continuing to grow.

Our guiding principle is: Putting People First: Connect, Discover, Deliver & Wow. If you are passionate about serving others, this role offers a fulfilling opportunity to positively impact the community.

Key Responsibilities

In this branch role, you will be responsible for delivering exceptional member experiences, which include:

  • Processing teller transactions and assisting members with account openings.
  • Guiding members through loan applications from initiation to funding.
  • Cross-selling financial products and services while addressing member inquiries and resolving issues.
  • Utilizing a consultative approach to identify and meet members' financial needs, which is crucial to our success.
Qualifications

Requirements for a Member Service Representative IV:

  • A minimum of three (3) years of experience in banking or credit unions, including roles in teller services, account management, and loan processing.
  • At least three (3) years of experience in cross-selling and referring financial services and products.
  • Availability for Monday to Friday shifts, with hours ranging from 8:30 AM to 6:30 PM, and Saturdays from 8:30 AM to 2:30 PM.
  • Completion of thorough background checks, credit checks, and drug screenings is required. EOE.
Compensation and Benefits

Compensation is based on qualifications, internal equity, and the specific level of the position:

  • Member Service Rep. I: $20.00
  • Member Service Rep. II: $20.50
  • Member Service Rep. III: $21.00
  • Member Service Rep. IV: $22.00

Our generous benefits package includes:

  • Health coverage effective from day one, including Anthem, Delta Dental, and VSP.
  • Complimentary life insurance for associates.
  • 401(k) plan with automatic contributions and matching options.
  • Vacation hours totaling 13 days per year, which roll over and increase with tenure.
  • 7 days of sick leave annually.
  • Paid holidays and annual performance merit increases.
  • Opportunities for professional and personal development, including educational grants up to $2,000 per year.
  • Annual discretionary bonuses.
  • A collaborative and professional work environment focused on achieving goals and recognizing successes.