Financial Services Specialist

4 days ago


Santa Ana, California, United States Orange County's Credit Union Full time
Job Summary

We are seeking a highly skilled Financial Services Specialist to join our team at Orange County's Credit Union. In this role, you will be responsible for providing exceptional service experiences for internal associates and external members.

The ideal candidate will have a strong understanding of financial services processes, including levies, deceased processes, Power Of Attorneys (POA), trusts, IRA, subpoenas, backup withholding, escheats, and vesting account types.

You will contribute to the overall success of Member Operations by assisting in research requests, document and information retrievals, file maintenance requests, and account adjustments in a timely and professional manner.

Key qualifications include:

  • Bachelor's degree or equivalent.
  • Minimum two years of experience in a financial services front-line or call center position.
  • Mastery of core systems used to service financial accounts, with Symitar system experience preferred.

Estimated salary: $23.00 - $24.50 per hour.

Benefits include comprehensive health coverage, life insurance, a 401(k) plan, work-life balance, recognition & growth opportunities, and more.



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