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Altura Credit Union jobs in Riverside, CA

- 63 jobs
  • Fraud Investigator

    Altura Credit Union 3.5company rating

    Altura Credit Union job in Riverside, CA

    The Fraud Investigator is responsible for investigating suspected fraudulent activity impacting the Credit Union, its members, and its assets. This role involves conducting thorough and impartial investigations, gathering and analyzing evidence, preparing detailed reports, and collaborating with internal departments, law enforcement, and regulatory agencies. The Fraud Investigator plays a critical role in protecting the Credit Union and its members from financial losses and reputational damage. ESSENTIAL DUTIES AND RESPONSIBILITIES Conduct comprehensive investigations into alleged fraud incidents, including but not limited to member account fraud, internal fraud, check fraud, debit/credit card fraud, online/mobile banking fraud, loan fraud, and elder financial exploitation. Gather and analyze documentary evidence, electronic data, and physical evidence through various means, including account reviews, transaction analysis, surveillance footage, and interviews. Conduct interviews employees, Members, and/or persons of interest to obtain relevant information and statements as part of the fraud investigation process. Pursues criminal filings, prosecution, and restitution on fraudulent acts committed against the credit union and its Members as required. Collaborate with internal departments such as Member Services, Lending, Accounting, and Information Technology to gather information and implement preventative measures. Assist in the development and implementation of fraud prevention strategies, policies, and procedures. Serves as a resource and subject matter expert for the credit union and represents the credit union by participating in professional networks to stay current with risk, fraud, and security issues that may breach the credit union's internal controls. EDUCATION, EXPERIENCE, and/or QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. High school diploma or equivalent required Bachelor's degree in criminal justice, Finance, Business Administration, or a related field preferred. Equivalent work experience may be considered. Minimum of three (3) years of experience within a financial institution, and at least one (1) year working in a fraud investigation or similar role. Excellent investigative process, analytical, and decision-making skills. Demonstrated ability to produce documents, spreadsheets, databases, etc. with Windows-based software, as well as proficient Internet skills. Must be proficient with Word and Excel as well as various database or Why Altura? WORK-LIFE BALANCE Vacation (10+ or Minimum Days) Sick (8 Days) Holidays (11 Days & 1/2 Day Christmas Eve) Birthday & Anniversary Day Off Specialized Paid Time Off (Jury Duty, Bereavement, etc.) Community Volunteer Events12 Social Events & Outings Event & Venue Discounts WEALTH INCENTIVES Competitive Pay Stakeholders 401k Dollar-for-Dollar Match up to 6% (after one year of service) Business Attire Allowance Annual Performance Review & Increase Wellness Incentive Tuition Reimbursement Awards, Recognitions & Incentives Free Checking & Savings Accounts Discounted Employee Loan Rates HEALTH AND WELLNESS Kaiser and Cigna Medical & Prescription Plans Dental & Vision Fitness Challenges & Gym Access Onsite Wellness Programs Medical & Dependent Flex Spending Account Life & A&D Insurance Employee Assistance Program Pet Insurance
    $51k-70k yearly est. 17d ago
  • Branch Services Rep. - FT - Stoneridge

    Altura Credit Union 3.5company rating

    Altura Credit Union job in Moreno Valley, CA

    The Branch Services Representative Welcomes Members to the branch, performs their financial transaction, and guides them through a successful and rewarding experience to increase each Member's profitability potential and to guarantee that every Member, every time, receives a warm and positive experience. Displays Altura Credit Union's Core Values (Respect, Integrity, Innovation, Passion, and Excellence) to both external and internal Members. Takes ownership of every Member every time and provides “Start to Finish” Member service. A Branch Service Representative (BSR) is typically an entry-level position within Altura's branch network. As a BSR gains experience and develops skills, they are expected to advance to a Branch Service Representative III position within 12-18 months of hire. ESSENTIAL DUTIES AND RESPONSIBILITIES Demonstrates excellence in Member service by welcoming Members to the branch and providing service in an efficient, friendly, and professional manner. Maintains a member survey average score of 9.5 or above. Profiles Members to determine Members' needs and directs them to the proper services and resources for transacting business. Cross-sells Altura Credit Union and its Affiliate's products and services. Consistently achieves monthly referral quota. Accurately performs Symitar functions and balances cash drawer daily. Adheres to compliance issues, policies, and procedures to preserve the operational integrity of the branch network. Preserves the retail image of the branch office by maintaining a superior appearance of professionalism, cleanliness, and organization. In-person and/or online personal development training. EDUCATION, EXPERIENCE, and/or QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. High school diploma or equivalent required; college preferred. Minimum of six (6) months' experience in retail or customer service required. Exceptional customer service skills required. Prior experience handling cash preferred. Why Altura? WORK-LIFE BALANCE Vacation (10+ or Minimum Days) Sick (8 Days) Holidays (11 Days & 1/2 Day Christmas Eve) Birthday & Anniversary Day Off Specialized Paid Time Off (Jury Duty, Bereavement, etc.) Community Volunteer Events Social Events & Outings Event & Venue Discounts WEALTH INCENTIVES Competitive Pay Stakeholders 401k Dollar-for-Dollar Match up to 6% (after one year of service) Business Attire Allowance Annual Performance Review & Increase Wellness Incentive Tuition Reimbursement Awards, Recognitions & Incentives Free Checking & Savings Accounts Discounted Employee Loan Rates HEALTH AND WELLNESS Kaiser and Cigna Medical & Prescription Plans Dental & Vision Fitness Challenges & Gym Access Onsite Wellness Programs Medical & Dependent Flex Spending Account Life & A&D Insurance Employee Assistance Program Pet Insurance
    $35k-41k yearly est. 5d ago
  • Branch Manager - Mission Viejo

    Orange County's Credit Union 4.3company rating

    Mission Viejo, CA job

    Job Description As a Branch Manager - Lead with Purpose. Build with Passion. Belong to Something Greater. 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 Orange County Register's Best Credit Union for the past 11 years! 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. Are you our branch leader? Are you goal-oriented and talented at strategizing growth & driving performance by using data and insight to set goals and deliver measurable results? A typical day is executing plans that drive long-term success! Are you passionate about wow-worthy service and driving results? Do you thrive on building and inspiring high-performing teams by creating a culture where service goes far beyond transactions? Want to make an Impact? Are you craving to feel valued and become an agent of change and growth? Passionate about engaging with the local community? You have strong relationships with local partners, and elevating your branch's community presence is your expertise. What's Required 5+ years in banking sales/service roles and an entrepreneurial spirit with experience creating strategies for business growth. Additionally, you're adept at ensuring banking operational excellence, which involves managing daily branch operations with a keen eye for detail and compliance and striving for continuous improvement. 5+ years of management experience (6+ employees). You're an expert at building, coaching, mentoring, and developing a team that consistently meets and exceeds performance targets and provides exceptional service to our members. 3+ years in business development and community engagement. What We Offer A Voice That Matters: Your ideas help shape our future! Be part of a thriving and growing organization where everything you do contributes to overall success. A People-First Culture: We lead with empathy and authenticity. Comprehensive Benefits: Anthem HMO/PPO, Delta Dental, and Unum options - from day one! 401(k) with up to 6% employer match Annual performance bonuses & merit increases Educational grants up to $1,000 18 vacation days/year (increases to 21 after 5 years) 7 sick days/year + paid holidays Final offers based on qualifications, experience, and internal equity. The range for the Branch Manager role is $85,000 - $100,000 annually. Orange County's Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required.
    $85k-100k yearly 9d ago
  • Member Experience Supervisor (Branch Supervisor) - Riverside, CA

    Arrowhead Credit Union Careers 3.6company rating

    Riverside, CA job

    We believe that everything starts with leadership! If you have a passion for first-class service, collaboration, one team spirit, team development, and service to the community - we'd like to speak with you. The Member Experience Supervisor role supports branch leadership in delivering exceptional member service through the day-to-day operations. Supports the branch team as a mentor, trainer, and coach; performing supervisory duties as assigned. Essential Functions and Responsibilities Service Personally, provides exceptional member service; uses Service Standards in every work-related interaction. Ensures that exceptional member service is being provided to members and team members, at all times. Serves as a strong example of leadership in work ethic, professionalism, and conduct. Actively participates in and provides leadership for the team in meeting the goals of the department and the Credit Union by promoting a harmonious work environment that motivates others towards team participation, goal setting/accomplishment, and personal development. Ensures staff commitment to member service standards. This includes leading by example with a positive and professional tone and demeanor when assisting members and team members. Using courage and integrity to take action and provide friendly service at all times. Daily Responsibilities Assists in development and execution of branch plans; identifies areas of opportunity and makes sound recommendations to improve member experience. Assists with branch talent planning; acts as a mentor, trainer, and coach by observing the team and providing on-the-spot feedback and continued guidance. Serves as a first point of contact for member escalations with the ability to resolve complex inquiries and conduct research to provide appropriate solutions that result in a positive member experience. Builds, cultivates, and manages positive relationships with team members throughout the organization; continuously advocates for the membership; makes swift decisions while balancing risk and service. Serves as a subject-matter expert; presents and facilitates at team meetings and Credit Union learning events. Assists with overall branch operations, such as; new account compliance, security controls, cash management, branch opening and closing, and audit integrity. Assists team members and members with complex loans transactions and/or inquires and act as an in-branch resource, identifying and offering appropriate member solutions. Personally, and proactively assists members with service needs; balances supervisory responsibilities while placing members first. Personally, participates and motivates teammates to assist at local Membership Development and community events, building strong relationships within the branch community. Assists in testing, training, and implementation of new system functionality, enhancements, or other organizational projects; Champions new initiatives, providing constructive feedback, and helping drive branch adoption. Performs supervisory duties, including but not limited to scheduling, planning, assigning, directing and evaluating team members' work; measures performance against goals; reviews efficiency and completeness of tasks; conducts performance reviews/coaching sessions, recommends salary increases, and develops higher levels of expertise in team members through coaching and training. Acts as leader on duty in the absence of more senior team members. Supports and assists at branches throughout the Arrowhead branch network. Regular and predictable attendance and punctuality. Maintains a working knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Identity Theft Red Flags and Office of Foreign Assets Control (OFAC) and complies with all federal and state laws/regulations as well as organizational policies, procedures, and processes applicable to area of responsibility. Other duties as necessary and assigned by the Supervisor to achieve the goal of the credit Union. No aggressive sales goals - our focus is serving Members. Benefits Include: (not a complete list) Wellbeing Weekly pay 401K Retirement Savings Plan with company match Paid time off accrual begins upon hire, 15 paid vacation days, 11 paid holidays Paid sick leave (and increases with tenure!) Company-provided life insurance at twice your annual salary Financial Education Programs DoorDash DashPass Health Medical, Dental, and Vision Insurance for part-time and full-time employees Modern Health Care.com subscription Teladoc Career Development Career development opportunities Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation. The pay range for this position is listed below. Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity. Pay range: Minimum: $26.22 /hour | Midpoint: $32.78/hour| Maximum: $39.34/hour
    $29k-35k yearly est. 23d ago
  • Manager Branch Experience (Upland, CA)

    Arrowhead Credit Union Careers 3.6company rating

    Upland, CA job

    The Manager, Branch Experience leads their team to deliver exceptional member service; ultimately driving member loyalty, engagement, and a favorable reputation within the community. This role is responsible for all aspects of the member experience; including accurate, efficient, consultative service from a highly-skilled, highly-engaged team. The Manager, Branch Experience expertly develops and implements plans to achieve the Credit Union's strategic goals, while effectively communicating with vision and passion that motivates and inspires their team to deliver superior results. This role builds and fosters a culture that promotes the one-team spirit, acting with integrity, taking action, courage, and having an open mind, all in the spirit of service and advocacy for the membership. Essential Functions and Responsibilities Personally, provides exceptional member service; uses Service Standards in every work-related interaction. Ensures that exceptional member service is being provided to members and team members, at all times. Serves as a strong example of leadership in work ethic, professionalism, and conduct. Actively participates in and provides leadership for the team in meeting the goals of the department and the Credit Union by promoting a harmonious work environment that motivates others towards team participation, goal setting/accomplishment, and personal development. Ensure staff commitment to member service standards. This includes leading by example with a positive and professional tone and demeanor when assisting members and team members. Using courage and integrity to take action and provide friendly service at all times. Uses organizational tools and techniques to complete tasks on time and successfully manage multiple competing priorities simultaneously, with the ability to give unexpected status in any of the areas of responsibility. Observes and assesses branch service effectiveness on an ongoing basis; develops and implements strategies for coaching, recognition, and talent management that result in exceptional member experience, member loyalty and engagement. Creates and implements a branch service plan that includes team development, efficiency, accuracy, and member experience; driving positive results in member experience and a favorable and trusted view within the community. Analyzes reports and information to identify branch strengths and opportunities; uses this information to create and augment branch plans. Continuously advocates for the membership; makes sound and swift decisions while balancing service and risk; provides solutions and makes recommendations to further improve member experiences. Plans and facilitates team meetings that drive branch efficiency, promote excellent internal and external service, and continuously develop the team skills and behaviors. Oversight of comprehensive branch operations in accordance with organizational policy and procedure, including; overall accuracy in service, internal audit process, security controls, risk management, and loss prevention. Ensures adherence to security controls to protect the branch against criminal/fraudulent operations and unnecessary risk/exposure. Collaborate with regional Membership Development team to build and nurture a positive reputation amongst key community relationships. Assists AVP and VP of Branches/Member Experience with organizational initiatives as needed. Performs supervisory duties: interviews applicants; plans, assigns, directs, and evaluates direct report's work, measures performance against goals; reviews efficiency and completeness of tasks; conducts performance reviews, recommends salary increases and develops higher levels of expertise in Team Members through training. Supports and assists at branches throughout the Arrowhead branch network. Regular and predictable attendance and punctuality. Maintains a working knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Identity Theft Red Flags and Office of Foreign Assets Control (OFAC) and complies with all federal and state laws/regulations as well as organizational policies, procedures, and processes applicable to area of responsibility. Other duties as necessary and assigned and deemed necessary by the Supervisor to achieve the goals of the Credit Union and department. Benefits Include: (not a complete list) Wellbeing Weekly pay 401K Retirement Savings Plan with company match Paid time off accrual begins upon hire, 15 paid vacation days, 11 paid holidays Paid sick leave Company-provided life insurance at twice your annual salary Financial Education Programs DoorDash DashPass Health Medical, Dental, and Vision Insurance for part-time and full-time employees Modern Health Care.com subscription Teladoc Career Development Career development opportunities Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program. To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation. The pay range for this position is listed below. Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity. Pay range: Minimum: $84,586.67 /annually| Midpoint: $105,733.33/annually | Maximum: $126,880.00/annually
    $38k-48k yearly est. 12d ago
  • Information Security Analyst 1 (On-site Rancho Cucamonga, CA)

    Arrowhead Credit Union Careers 3.6company rating

    Rancho Cucamonga, CA job

    Are you passionate about administrating and enforcing solutions that safeguard data? Are your interested in serving your fellow team and the community? If so, we want to talk to you - we are currently looking for Service Superstars to join our Team! An Information Security Analyst 1 takes a lead role in the research, design, and implementation of all information security related hardware or software; including operating systems and communications products, coordinating implementations with third party vendors and supporting representatives as needed. This role also serves as a liaison between vendors and other departments on information security related projects. Duties and Essential Functions: Service Personally, provides exceptional member service; uses Service Standards in every work-related interaction. Ensures that exceptional member service is being provided to members and team members, at all times. Serves as a strong example of leadership in work ethic, professionalism, and conduct. Promotes a harmonious work environment that motivates others towards team participation, goal setting/accomplishment, and personal development. Daily Operations Assists in the management of multiple information security systems, ensuring proper integration of the components with computer systems, network equipment and other devices. Assists in research of data security needs and requirements for current and future systems. Performs regular vulnerability analysis for intentional and unintentional systems misuse and identifies appropriate counter measures. Takes a supporting role in the management of the Credit Union's information security program including establishing, implementing and monitoring of information security, incident response procedures and policies, system configuration standards and ongoing risk assessments. Assists the credit union management team with the creation, modification, and implementation of Information Security policies and standards. Performs routine audits of security databases including Active Directory, Anti-Virus, Data Loss Prevention (DLP), Group Policy, Remote Authentication Dial-In User Service (RADIUS), and regularly reviews other security logging systems. Designs and/or implements changes to these systems in response to any discovered vulnerabilities. Performs regular audits of credit union procedures including new hire/transfer/separation process, configuration checklists, firewall changes, Uniform Resource Locator (URL)/Spam filter changes, DLP changes, file permission changes, inventory changes, equipment changes, and system health checks. Takes a supporting role in the management of Credit Union patch management, anti-virus, Spam filtering, DLP, URL filtering, and intrusion prevention systems. Assists with the development and implementation of active directory group policy objects with an emphasis on enhancing computer systems security. Manages the creation, deletion, or alteration of systems access for Credit Union team members. Makes key decisions on whether to honor system access requests and responds appropriately. Takes a supporting role in the research, design, and implementation of all information security related hardware or software including operating systems and communications products; assists with coordination of implementations with third party vendors and supports representatives as needed; serves as a liaison between vendors and other departments on information security related projects. Conducts various training and instruction programs for credit union team members on the secure use of e-mail and the internet as well as operating systems, networking, computer applications and databases. Assists in the evaluation of new projects and proposes systems for security risks and makes recommendations for implementation to management. Takes supporting role in analyzing, planning and implementing projects including software, in-house development, hardware, and networks to provide new products and services to members of the credit union and to improve the effectiveness of member data security. Performs capacity planning and tuning of information security systems to assure maximum availability and optimal utilization; directs/assists with hardware and software upgrades as needed. Develops project scope and timeline documents for individual projects per Information Systems (IS) Department standards. Stays current with evolving trends in information security related hardware, applications, development, and the internet. Provides guidance and assistance on technical skills to other IS staff. Provides regular documentation and reports on the progress of information security initiatives as well as provides suggestions or plans to further improve the credit union's security efforts. Other duties as deemed necessary and assigned by Supervisor to achieve the goals of the department and the Credit Union. Benefits Include: (not a complete list) Wellbeing Weekly pay 401K Retirement Savings Plan with company match Paid time off accrual begins upon hire, 15 paid vacation days, 11 paid holidays Paid sick leave Company-provided life insurance at twice your annual salary Financial Education Programs DoorDash DashPass Health Medical, Dental, and Vision Insurance for part-time and full-time employees Modern Health Care.com subscription Teladoc Career Development Career development opportunities Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program. To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation. The pay range for this position is listed below. Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity. Pay range: Minimum: $35.11/hourly | Midpoint: $43.89/hourly | Maximum: $52.67/hourly
    $35.1-52.7 hourly 11d ago
  • Relationship Banker - Yorba Linda

    Orange County's Credit Union 4.3company rating

    Yorba Linda, CA job

    Job Description At Orange County's Credit Union, we believe in creating a workplace where every voice matters. We are proud recipients of the Peter Barron Stark award for highest associate satisfaction, a testament to our commitment to workplace excellence. With over 85 years of experience, $2.5+ billion in assets, and 140,000+ members, we're not just a financial service provider-we're a community that puts people first. Join a professional, welcoming, and collaborative environment where your contributions are recognized and celebrated. At Orange County's Credit Union, we don't just hire employees; we build a team dedicated to excellence in member service. Your Role: As a Member Service Representative (Relationship or Universal Banker), you'll be the face of our credit union, providing a range of services that go beyond basic transactions. You'll: Handle teller transactions, open new accounts, assist with consumer loan applications, and fund loans 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're Looking For: Experience: Within a banking or credit union environment, one year recent of teller and opening new accounts experience is required AND experience assisting with consumer loan applications through funding is preferred. Sales & Communication Skills: Proven ability to cross-sell and refer products and services effectively. Ability to write and speak in an approachable yet professional manner. Technology: Ability to understand and use various systems and software. Availability: Must be available Monday through Saturday, with schedules varying between 8:30 AM and 6:30 PM on weekdays and 8:30 AM to 2:30 PM on Saturdays. Integrity: Willingness to undergo thorough background and credit checks. Compensation: We value your experience and skills, and our competitive hourly rates reflect that. Final offers are based on qualifications, internal equity, and the level of position offered. Below are OCCU's branch job levels with their corresponding hourly pay: Member Service Rep. III: $21.00 (requires minimum one year recent Teller experience and six-months of New Accounts experience) Member Service Rep. IV: $22.00 - $24.00 (requires minimum two years within the credit union/banking industry, including one year recent universal banker experience. The universal banker will have expertise in the following; teller transactions, opening all types of new accounts, AND hands-on expertise with consumer loans and other complex banking services) Senior Branch Rep. I - II: $24.50 - $25.50 (requires minimum three years recent universal banker experience as described above PLUS recent experience handling escalated issues, and helping with various senior level responsibilities, as well as funding consumer loans) Perks & Benefits: Anthem HMO/PPO, Delta Dental, and Unum options - from day one! 401(k) with up to 6% employer matching dollar for dollar! Annual discretionary bonus & performance merit increases Educational grants up to $1,000 13 vacation days/year (increases with tenure) 7 sick days/year Paid holidays We perform thorough background checks and credit checks. EOE.
    $35k-41k yearly est. 24d ago
  • Business Development Coordinator - Santa Ana

    Orange County's Credit Union 4.3company rating

    Santa Ana, CA job

    Business Development Coordinator; help us grow the OCFCU community-one relationship at a time. At Orange County's Federal Credit Union (OCFCU), 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 over 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. Are you a relationship-builder who loves connecting businesses and people? We're looking for a high-energy, experienced, and passionate Business Development Coordinator who enjoys being on the phone to identify opportunities, generate new leads and set on-site meetings. In this position you will have a critical role in the strategic plan and growth strategy by researching businesses that are within a 5-10-mile radius of each of our 11 branches. You'll develop productive relationships with key decision makers and set meetings where Orange County's Federal Credit Union can market financial services and products to employees of the business partners. As our Business Development Coordinator, you will: Champion the Credit Union difference by serving as a liaison between OCFCU and local businesses. Build and expand partnerships-identifying new relationships and nurturing existing ones to increase membership and participation in OCFCU products and services. Maintain a proven track record of securing meetings with top level decision makers. Plan, schedule, and support onsite visits with companies and organizations to promote OCFCU offerings and present the value of credit union collaboration. Use research and data to drive strategy- get to know the businesses that are within a 5 - 10-mile radius of each of our 11 branches. Support the Director of Corporate Business Development with performance tracking, event planning, budget monitoring, and partner relationship management. Partner closely with branch leaders and employees-sharing insights, supporting cross-functional initiatives, and contributing to membership and financial growth goals. Deliver excellent service by responding to inquiries and providing consultative guidance. You'll thrive in this role if you: Excel at opening doors with new business partners. We'll provide compelling reasons for them to partner with OCFCU! Enjoy relationship-building and representing an organization with pride and professionalism. Are energized by community engagement, on-site meetings with business decision makers, and connecting with diverse audiences. Bring a mix of creativity, organization, and strategic thinking. Excel at communication, marketing, and collaboration across teams, departments, and partner organizations. Such as public speaking in front of both small and large groups, creating dynamic PowerPoint presentations, and leveraging social media. Requirements: Two plus years of experience in business development, sales, banking, or related experience. Experience conducting outbound sales calls to business decision makers with the intent of scheduling appointments. These calls will be made by leveraging all communication channels; phone calls, emails, LinkedIn messages, video conferencing, in-person visits, etc. Proficient in Microsoft Software Applications (Word, PowerPoint, Excel) and CRM systems. Strong presentation and public speaking skills with the ability to connect with current and potential members. Strong time management, organizational, and prioritization skills with the ability to balance multiple priorities simultaneously and pivot with the needs of the business. Reliable transportation to occasionally travel a 5-10-mile radius of each of our 11 branches and occasionally further for special events. Flexible working availability. Majority of the shifts will be Monday - Friday, traditional office hours with occasional evenings and weekends. This position is currently hybrid-eligible, with the expectation of three days pre-assigned on-site attendance. This role requires California residency and living within a 50-mile commute of our headquarters in Santa Ana. What else do we offer? The targeted hourly rate range is $26.00 - 33.00. Final offer will be determined based on experience, education, training/certifications and specialized skills. Anthem HMO/PPO, Delta Dental, and Unum options - from day one! 401(k) with up to 6% employer matching dollar for dollar! Annual discretionary bonus & performance merit increases Educational grants up to $1,000 13 vacation days/year (increases with tenure) 7 sick days/year PLUS paid holidays We perform thorough background and credit checks. EOE
    $26-33 hourly Auto-Apply 3d ago
  • Manager Branch Experience (Redlands, CA)

    Arrowhead Credit Union Careers 3.6company rating

    Redlands, CA job

    The Manager, Branch Experience leads their team to deliver exceptional member service; ultimately driving member loyalty, engagement, and a favorable reputation within the community. This role is responsible for all aspects of the member experience; including accurate, efficient, consultative service from a highly-skilled, highly-engaged team. The Manager, Branch Experience expertly develops and implements plans to achieve the Credit Union's strategic goals, while effectively communicating with vision and passion that motivates and inspires their team to deliver superior results. This role builds and fosters a culture that promotes the one-team spirit, acting with integrity, taking action, courage, and having an open mind, all in the spirit of service and advocacy for the membership. Essential Functions and Responsibilities Personally, provides exceptional member service; uses Service Standards in every work-related interaction. Ensures that exceptional member service is being provided to members and team members, at all times. Serves as a strong example of leadership in work ethic, professionalism, and conduct. Actively participates in and provides leadership for the team in meeting the goals of the department and the Credit Union by promoting a harmonious work environment that motivates others towards team participation, goal setting/accomplishment, and personal development. Ensure staff commitment to member service standards. This includes leading by example with a positive and professional tone and demeanor when assisting members and team members. Using courage and integrity to take action and provide friendly service at all times. Uses organizational tools and techniques to complete tasks on time and successfully manage multiple competing priorities simultaneously, with the ability to give unexpected status in any of the areas of responsibility. Observes and assesses branch service effectiveness on an ongoing basis; develops and implements strategies for coaching, recognition, and talent management that result in exceptional member experience, member loyalty and engagement. Creates and implements a branch service plan that includes team development, efficiency, accuracy, and member experience; driving positive results in member experience and a favorable and trusted view within the community. Analyzes reports and information to identify branch strengths and opportunities; uses this information to create and augment branch plans. Continuously advocates for the membership; makes sound and swift decisions while balancing service and risk; provides solutions and makes recommendations to further improve member experiences. Plans and facilitates team meetings that drive branch efficiency, promote excellent internal and external service, and continuously develop the team skills and behaviors. Oversight of comprehensive branch operations in accordance with organizational policy and procedure, including; overall accuracy in service, internal audit process, security controls, risk management, and loss prevention. Ensures adherence to security controls to protect the branch against criminal/fraudulent operations and unnecessary risk/exposure. Collaborate with regional Membership Development team to build and nurture a positive reputation amongst key community relationships. Assists AVP and VP of Branches/Member Experience with organizational initiatives as needed. Performs supervisory duties: interviews applicants; plans, assigns, directs, and evaluates direct report's work, measures performance against goals; reviews efficiency and completeness of tasks; conducts performance reviews, recommends salary increases and develops higher levels of expertise in Team Members through training. Supports and assists at branches throughout the Arrowhead branch network. Regular and predictable attendance and punctuality. Maintains a working knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Identity Theft Red Flags and Office of Foreign Assets Control (OFAC) and complies with all federal and state laws/regulations as well as organizational policies, procedures, and processes applicable to area of responsibility. Other duties as necessary and assigned and deemed necessary by the Supervisor to achieve the goals of the Credit Union and department. Benefits Include: (not a complete list) Wellbeing Weekly pay 401K Retirement Savings Plan with company match Paid time off accrual begins upon hire, 15 paid vacation days, 11 paid holidays Paid sick leave Company-provided life insurance at twice your annual salary Financial Education Programs DoorDash DashPass Health Medical, Dental, and Vision Insurance for part-time and full-time employees Modern Health Care.com subscription Teladoc Career Development Career development opportunities Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program. To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation. The pay range for this position is listed below. Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity. Pay range: Minimum: $84,586.67 /annually| Midpoint: $105,733.33/annually | Maximum: $126,880.00/annually
    $84.6k-126.9k yearly 7d ago
  • Senior Systems Administrator (Temporary)

    Schoolsfirst Fcu 4.4company rating

    Tustin, CA job

    We're always looking for diverse, talented, service-oriented people to join our exceptional team. Senior Systems Administrator (Temporary) The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity. Pay Range: $41.79 - $62.68 Scheduled Weekly Hours: 40*This is a 12-month temporary position with the potential to convert to an FTEWhat You'll Be DoingResponsible for effective administration, configuration, installation, provisioning, monitoring and troubleshooting to ensure availability, capacity and performance of infrastructure systems is achieved. Perform assigned duties as listed in RACI model(s) under general supervision from manager. Collaborate with peers and manager on operational tasks, system enhancements and project activities. Provide assistance for support cases escalated by Systems Administrator. Install and configure systems to support infrastructure and applications. Maintain configuration standards and operating procedures. Coordinate with vendors for technical support and upgrades. Submit and fulfill service requests. Respond to incidents and problems. Perform daily system monitoring, verifying the integrity and availability of all hardware, server resources, systems and key processes, reviewing system and application logs, and verifying completion of scheduled jobs. Conduct after-hours maintenance. Perform ongoing performance tuning, hardware upgrades, and resource optimization as required. Gather and analyze system log files. Apply patches and upgrades on a regular basis. Coordinate and collaborate with teammembers and service stakeholders. Create, change, and delete user accounts per request. Provide first tier support at administrator level to including investigation and troubleshooting. Perform regular systems hardening to maintain security standards. Monitor ITSM tickets and prioritize appropriately. Support disaster recovery and business continuity solutions, failover and testing efforts. This position will be part of a paid on call rotation supporting the production environment 24x7x365. Additional Job Functions Performs other duties as assigned Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions Qualifications Bachelor's Degree or equivalent years of experience required 5-7 years of system administration experience required Microsoft MCSA preferred Red Hat Certified Engineer preferred IBM Certified System Administrator-AIX preferred VMware Certified Professional preferred Cisco Data Center UC Support Specialist preferred Knowledge, Skills, and Abilities Intermediate knowledge with five to six years of experience with one of more of the following Applications: ▪ Microsoft Active Directory, Microsoft Exchange, Microsoft IIS, Microsoft SQL, Microsoft Skype for Business ▪ Credit Union specific applications ▪ General back office applications ▪ Commvault, EMC Avamar or IBM Tivoli Storage Manager ▪ Solarwinds, Splunk, Upguard or other monitoring tools Intermediate knowledge with five to six years of experience with one of more of the following Operating Systems: ▪ Windows Server ▪ Red Hat Linux ▪ IBM AIX ▪ VMware vCenter and vSphere Intermediate knowledge with five to six years of experience with one of more of the following Compute systems: ▪ Cisco UCS B and C Class ▪ HP G Servers ▪ HP Non-stop ▪ IBM P Series ▪ Nutanix Intermediate knowledge with five to six years of experience with one of more of the following Storage systems: ▪ EMC vMax ▪ IBM SAN Volume Controller and XIV ▪ Network Appliance FAS ▪ Pure Storage ▪ Cisco MDS Intermediate knowledge of operating system scripting and utilities. Intermediate knowledge of SNMP and log monitoring tools. Intermediate knowledge of TCP/IP and OSI Model. Intermediate knowledge of firewalls, routers and switches. Intermediate knowledge of storage protocols; iSCSI, Fiber Channel and NFS. Intermediate knowledge of audit and security best practices (NIST, PCI, ISO). Intermediate knowledge of Data Center standards including cabling, fire suppression, power and safety SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive HiringAt SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on. SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information. This organization participates in E-Verify.
    $41.8-62.7 hourly Auto-Apply 7d ago
  • Staff Accountant

    Orange County's Credit Union 4.3company rating

    Santa Ana, CA job

    Job DescriptionJoin Our Team as a Staff AccountantAfter completing four months of successful performance, employees become eligible for a hybrid schedule, which requires in-office attendance three days per week at our Santa Ana, CA headquarters. 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. Are you a detail-oriented accounting professional who thrives on accuracy, collaboration, and continuous improvement? If you're looking to grow your career in a stable, purpose-driven environment, this Staff Accountant role offers meaningful work, professional development, and the opportunity to contribute to the financial integrity of a credit union serving its members and community. What You'll Do As a Staff Accountant, you'll perform a variety of core accounting functions while supporting monthly, quarterly, and annual financial close processes. Working under general supervision, you'll ensure accuracy, compliance, and timeliness across accounting operations in accordance with GAAP and NCUA regulations. Key responsibilities include: Perform high-volume, complex daily, weekly, and monthly general ledger reconciliations, including bank, loan, deposit, and suspense accounts, with timely resolution of outstanding items Support month-end and year-end close processes, including accounting accruals Assist with internal and external audits, preparing documentation and supporting GAAP compliance Support preparation of NCUA 5300 Call Report schedules Conduct general ledger account analysis and variance analysis as requested Post and reconcile purchase loan participation remittances from third-party servicers Prepare and process wire transfers for credit union operations Assist in maintaining and improving accounting procedures, identifying opportunities for process enhancements and cost efficiencies Communicate effectively with internal departments and branches to respond to accounting inquiries Support the Accounting Manager and Controller and assist with special projects as assigned What We're Looking For Degree in accounting, finance, or a related field. Three to five years of relevant experience in accounting, preferably in a financial institution, ideally a credit union, which would provide a thorough knowledge of financial institution accounting processes. Solid foundation in accounting principles and GAAP Experience with reconciliations and general ledger accounting Strong attention to detail and ability to manage multiple deadlines Clear, professional communication skills A collaborative mindset and commitment to accuracy and continuous improvement Available Monday - Friday 7:30am - 4:30pm Why You'll Love Working Here: Final offers based on qualifications, experience, and internal equity. The hourly pay range for the Staff Accountant role is $26.75 - 31.00. Comprehensive Benefits: Anthem HMO/PPO, Delta Dental, and Unum options - from day one! 401(k) with up to 6% employer contribution! Annual discretionary bonus & performance merit increases Educational grants up to $1,000 13 vacation days/year (increases with tenure) 7 sick days/year + paid holidays Orange County's Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required.
    $26.8-31 hourly 10d ago
  • Teller - Anaheim

    Orange County's Credit Union 4.3company rating

    Anaheim, CA job

    Job Description 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 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. Why Work With Us? Make a Difference: If you're passionate about serving people, this role offers a unique opportunity to positively impact your community. Grow With Us: We provide a clear path for career advancement, supported by professional and personal development programs. Be Valued: From day one, you'll receive generous benefits, including top-tier health insurance, a robust 401(k) plan, and paid holidays. Your Role: As a Member Service Representative, you'll be the face of our credit union, providing a range of services that go beyond basic transactions. Handle teller transactions and eventually learn to open new accounts 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're Looking For: Experience: Within a banking or credit union environment, recent Teller experience experience is preferred. Sales & Communication Skills: Proven ability to cross-sell and refer products and services effectively. Ability to write and speak in an approachable yet professional manner. Technology: Ability to understand and use various systems and software. Availability: Must be available Monday through Saturday, with schedules varying between 8:30 AM and 6:30 PM on weekdays and 8:30 AM to 2:30 PM on Saturdays. Integrity: Willingness to undergo thorough background and credit checks. Compensation: We value your experience and skills, and our competitive hourly rates reflect that. Final offers are based on qualifications, internal equity, and the level of position offered. Below are OCCU's branch job levels with their corresponding hourly pay: Member Service Rep. I: $20.00 (requires minimum two years of customer service and cash handling experience) Member Service Rep. II: $20.50 (requires minimum six-months recent Teller experience) Member Service Rep. III: $21.00 (requires minimum one year recent Teller experience and six-months of New Accounts experience) Member Service Rep. IV: $22.00 - $24.00 (requires minimum two years within the credit union/banking industry, including one year recent universal banker experience. The universal banker will have expertise in the following; teller transactions, opening all types of accounts, AND experience with consumer loans and other complex banking services) Perks & Benefits: 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 6% employer match, dollar for dollar. Work-Life Balance: 13 days of vacation and seven (7) sick days annually plus paid holidays. Recognition & Growth: Annual merit increases, discretionary bonuses, and educational grants up to $1,000 per year. We perform thorough background checks and credit checks. EOE.
    $32k-39k yearly est. 9d ago
  • Facilities & Security Manager

    Orange County's Credit Union 4.3company rating

    Santa Ana, CA job

    Job Description Exciting Opportunity at Orange County's Credit Union Facilities and Security Manager CREDIT UNION'S PURPOSE: Simple Banking. For People, Not Profit. CREDIT UNION'S CORE VALUES: Integrity, Service Excellence, Growth & Development, High Performance, Mutual Respect, Community, and Fun Workplace Excellence. Through our associates' opinions and voices, Orange County's Credit Union is a proud recipient of the Peter Barron Stark Best of the Best Award for highest associate satisfaction in the workplace! As a leading financial service provider with over 80 years of experience serving 123,000+ members, Orange County's Credit Union is currently $2+ billion in assets & growing. Generous benefits include: Anthem HMO/PPO, Delta Dental, Unum options - from day one Life insurance at no cost to employees. 401(k) - We match up to 6% of the employee's contribution (dollar for dollar) Vacation hours - 18 days per year and rolls over year to year, and increases with tenure Sick hours - 7 days per year and 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, friendly work environment focused on achieving goals, recognizing successes, and excelling at member service. POSITION SUMMARY: Under minimal direction, the Facilities & Security Manager oversees the maintenance, security, and operational readiness of Orange County's Credit Union's facilities portfolio. The role ensures a safe, functional, compliant, and member-ready environment across all sites, enabling associates to provide excellent service to Members. This leader manages a team of Facilities Coordinators and Facilities Associates, oversees vendor relationships, ensures building systems operate reliably, and maintains physical security standards consistent with credit union regulatory and safety requirements. The Manager also partners closely with Real Estate, Information Security, Business Continuity, PMO, and branch leadership to support lease administration, new site construction, branch remodels, relocations, and strategic growth initiatives. ESSENTIAL FUNCTIONS: Manages the maintenance, repair, and ongoing operations of the owned headquarters and all leased branch locations. Conducts routine facility inspections; identifies and resolves issues proactively. Overseas preventative maintenance programs for HVAC, electrical, plumbing, roofing, elevators, lighting, alarms, security cameras and other building systems. Provides leadership and direction to the staff in the day-to-day operations of the department to ensure goals and objectives are met. Evaluates proposals and bids for various design and contract and service vendors in accordance with Credit Union policies, verifying their qualifications, capabilities, and reputation. Responsible for the source selection, bidding, follow-up, receiving, inspection, analysis, disbursement, and inventory control of all operations conducted as they relate to purchasing, receiving, warehousing, and distributing products and services for the credit union. Oversee all physical security systems including alarms, access control, badge systems, surveillance cameras, intrusion detection, and branch security protocols. Assists in the maintenance of enterprise-wide security system that partners with outside vendors and internal IT teams to meet organization, law enforcement, and Associate requirements. Coordinates with Information Security and Fraud teams on incident response, camera footage retrieval, and physical access reviews. Assists in the development of the annual budget and strategic plan. Assists in the development of the multi-year facility lifecycle plans, identifying major system replacements and long-term facility needs. Monitors all lease renewals, expirations, critical dates, and notice timelines. Assists with lease negotiations, landlord coordination, site evaluations, and tenant improvement projects. Ensures facilities' Associates are adequately trained to perform their responsibilities and adhere to facilities and building services policies and procedures. Selects, hires, develops, motivates and coaches associates to achieve credit union and Department goals and objectives; includes cross training of associates. Evaluates work performance of associates through timely and regularly scheduled reviews; recommends promotions, salary adjustments and conducts corrective actions, including terminations, as needed; and effectively handles other associate related issues. Develops and maintains Associate safety programs including ergonomic evaluations and employee safety committees. Participate in Disaster Recovery planning. Oversee the management of emergency supplies, and CPR training coordination. Keeps the AVP Facilities and Security informed of facility activities and brings solutions to significant problems. In lieu of the AVP Facilities and Security, participates in functional committees, including the Security Committee. LEADERSHIP: Undertakes continuous self-development of both functional and leadership skills. Focus and evidence of development in the following: Thinks strategically Execute for results Leads talent Develops personal proficiencies Fosters a shared equity of power Is self-regulating and has strong impulse control Exercises emotional intelligence Facilitates, not controls Inspires commitment Exhibits business financial acumen QUALIFICATIONS: Experience / Training / Education: College degree in facility management or related field, industry certifications, or equivalent work experience Five to eight years of relevant work experience, preferably in purchasing or logistics management, facilities management, and physical security ideally in a financial institution. Knowledge / Skills / Abilities: Knowledge of HVAC, Electrical, Plumbing, and Building Systems. Knowledge of physical security systems (alarms, access control, surveillance, badge systems). Understanding of California building codes, ADA requirements, and basic permitting. Must possess the ability to exercise self-awareness, self-regulation, motivation and inspiration, empathy, and be service-oriented, utilizing influence in a positive manner. Knowledge of software that is used to create and maintain reports, logs, space & asset planning, and web research. Effective communication skills both verbally and in writing and excellent telephone manner. Ability to interface with others in a positive and professional manner. Demonstrates ability to work independently and be self-directed when necessary as well as the ability to work and accomplish goals in a team environment. The targeted annual salary range is $95,100.00 to $119,000.00. Final offer will be determined based on experience, education, training/certifications and specialized skills. We perform thorough background checks and credit checks. EOE
    $95.1k-119k yearly 7d ago
  • Regulatory Compliance and BSA Supervisor

    Orange County's Credit Union 4.3company rating

    Santa Ana, CA job

    Exciting Opportunity at Orange County's Credit Union Regulatory Compliance and BSA Supervisor CREDIT UNION'S PURPOSE : Simple Banking. For People, Not Profit. CREDIT UNION'S CORE VALUES : Integrity, Service Excellence, Growth & Development, High Performance, Mutual Respect, Community, and Fun Workplace Excellence. Through our associates' opinions and voices, Orange County's Credit Union is a proud recipient of the Peter Barron Stark Best of the Best Award for highest associate satisfaction in the workplace! As a leading financial service provider with over 80 years of experience serving 123,000+ members, Orange County's Credit Union is currently $2+ billion in assets & growing. Generous benefits include: Anthem HMO/PPO, Delta Dental, Unum options - from day one Life insurance at no cost to employees. 401(k) - We match up to 6% of the employee's contribution (dollar for dollar) Vacation hours - 13 days per year and rolls over year to year, and increases with tenure Sick hours - 7 days per year and 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, friendly work environment focused on achieving goals, recognizing successes, and excelling at member service. POSITION SUMMARY: Under general supervision, the Compliance and BSA Supervisor supports the development, implementation, and maintenance of the Credit Union's Compliance and Bank Secrecy Act (BSA)/Anti-Money Laundering (AML)/Office of Foreign Asset Control (OFAC) programs. This role ensures day-to-day compliance operations are executed effectively, supervises compliance and BSA staff, and assists in monitoring regulatory changes, conducting reviews, and preparing reports for management. This role additionally functions as a secondary support for fraud prevention operations. ESSENTIAL FUNCTIONS: Perform written performance evaluations of Compliance and BSA associates; evaluates work performance and regularly schedules reviews, recommend promotions, salary increases, and corrective action. Assist associates for growth potential through coaching, development planning, and training. Assists in key projects that drive internal and external process changes. Supervise daily operations of the Compliance and BSA/AML/OFAC programs. Serve as a working supervisor, performing all duties and tasks in a backup capacity. Relying on extensive experience and judgment to plan and accomplish goals; includes effective delegation to the associates. Assign duties and work schedules to ensure efficiency and proper coverage. Act as the escalation point of contact for Compliance and BSA issues, problems, and questions directly related to compliance and BSA. Assist members and staff with resolving difficult or complex issues with quick turnaround and accuracy. Perform routine service observations and provide feedback to staff members and update the department manager. Manage the department's presence in the intranet, On-Line Tools, and credit union website to ensure accuracy and relevance. Regularly communicate with front line associates and other departments about compliance and BSA procedures, changes or other kinds of relevant updates as this information allows them to serve the members better when they understand what they are and why. Monitor and review member transactions for suspicious activity and ensure timely filing of Suspicious Activity Reports (SARs). Assist in the development and maintenance of compliance policies, procedures, and risk assessments. Review disclosures, forms, marketing materials, and website content for regulatory compliance. Conduct internal compliance reviews and quality control; identify issues and recommend corrective actions. Maintain awareness of regulatory changes and assist in implementing necessary updates. Prepare and submit periodic reports to senior management and committees. Support vendor management activities related to compliance tools and services. Collaborate with auditors, examiners, and legal counsel during reviews and examinations. Promote a culture of compliance and risk awareness across the organization. Serve as secondary support for fraud prevention operations, which includes but is not limited to, reviewing reports, systems and correlating data to identify potentially fraudulent transactions, emerging threats and placing appropriate account restrictions or other to ensure the Credit Union's loss is minimized. Foster a collaborative and respectful team environment aligned with the Credit Union's values. Conducts special studies, collects a variety of data and information, analyzes and summarizes such information, makes recommendations and provides statistical reports. Acts as credit union liaison with members to respond and remedy issues (including contacting members to confirm the legitimacy of high-risk transactions); works cooperatively with other credit union departments to correct undesirable account conditions and assists in finding timely solutions to problems. Protects the confidentiality of all financial data relating to Credit Union operations and its members. ASSOCIATE EXPECTATIONS: Consistently practices the Service Philosophy of “Put People First” exercising the Connect, Discover, Deliver & Wow components in every encounter with internal and external members, creating extraordinary experiences. Exhibits the Leaders at All Levels concept of Leading Yourself, Leading Up, leading across Teams, and Leading the Team. Possesses strong knowledge of, and complies with, Regulations/Acts related to job functions, including but not limited to Bank Secrecy Act/Anti-Money Laundering/Countering the Financing of Terrorism/USA Patriot Act/Customer Identification Program/Office of Foreign Assets Control Policy, Regulations E, CC, GG, and V; the FCRA, FACT Act, NACHA and vendor Operating Rules. Specialization in credit union regulatory compliance and bank fraud prevention, detection, deterrence, and investigations. Strong understanding of financial transactions. Effectively conveys information. Communicate with immediate supervisor and the team keep others advised of progress and/or situations. Complies with all Orange County's Credit Union policies, service standards, safety standards, procedural guidelines, and regulatory compliance, and completes all assigned training. LEADERSHIP: Undertakes continuous self-development of both functional and leadership skills. Focus and evidence of development in the following: Thinks strategically Execute for results Leads talent Develops personal proficiencies Fosters a shared equity of power Is self-regulating and has strong impulse control Exercises emotional intelligence Facilitates, not controls Inspires commitment Exhibits business financial acumen QUALIFICATIONS: Experience/ Training/ Education: College degree in business, management or finance; or equivalent preferred. More than five years' experience within Compliance, Risk Analysis and Risk Management tools required. Minimum three years of supervisory experience. BSA/OFAC/AML Certifications such as CAMS (Certified Anti-money Laundering Specialist) required. Strong knowledge of Verafin and Symitar Systems preferred. Knowledge/ Skills/ Abilities: Strong investigative and analytics skills. Knowledge of financial Institutions anti-fraud processes and experience. Knowledge of credit union applicable rules and regulations, policies, and procedures. Excellent communication/influence skills both verbally and in writing and excellent telephone manner, with strong presentation skills to be able to produce reports, conduct presentations and group facilitations. Must have personal computer skills and be proficient with Microsoft programs at an intermediate skill level. The targeted annual salary range is $83,530.00 to $105,000.00. Final offer will be determined based on experience, education, training/certifications and specialized skills. We perform thorough background checks and credit checks. EOE
    $83.5k-105k yearly Auto-Apply 13d ago
  • Senior Consumer Loan Service Delivery Representative

    Schoolsfirst Fcu 4.4company rating

    Tustin, CA job

    We're always looking for diverse, talented, service-oriented people to join our exceptional team. Senior Consumer Loan Service Delivery Representative The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity. Pay Range: $26.62 - $38.60 Scheduled Weekly Hours: 40What You'll Be DoingProvides World Class Member service to Members via the phone or email. Provides detailed information and promotes credit union products and services to build relationships. Handles most complex situations in the consumer loan area. Serves as a lead to assist department Supervisors and Assistant Managers in achieving Consumer Loan Originations objectives. Serves as a subject matter expert focused on creating a great Member experience acting as trusted advisors for Consumer Loan Originations contact center teammembers and leadership, supporting the credit union with knowledge and guidance. Assist with onboarding new teammembers as they complete classroom training by assisting in the learning lab where teammembers are trained after returning from classroom training. Serving the Membership over the telephone by answering and processing expert level Member transaction requests and providing product and service information, while supporting various consumer lending call queues. Accurately present information and perform tasks associated with originating (applications), processing and funding of various consumer loan products offered by the Credit Union including requesting and gathering relevant documents from Members (registration, income, purchase orders, etc.), entering data to complete transaction and conveying approximate processing times. Prepare loans for funding, ensuring all documents and funding terms are correct and forms (if applicable) are properly signed. Has an expert knowledge of consumer lending products and services including all DMV transactions and ancillary insurance products to effectively refer Members to the appropriate area. Identify needs and make recommendations for Members requests. Makes exceptions within limits independently based on expertise and convey specific recommendations when decision is outside authority limits. Possesses an expert level understanding of consumer lending servicing, identifying needs, researching escalated situations, making consultative recommendations, and processing Member requests. Communicate all consumer loan decisions (approvals and denials) to Members, advise them of all requirements necessary for loan approvals. Take an active advisor role with denials to understand when a loan should be reconsidered for an approval and advocate with support. Provide expert financial advice to the Member based on the denial codes/comments in an effort to help the Member garner an approval in the future. Handles expert level escalations (i.e. loan denial questions; intricate product questions, etc.) where Members are asking to escalate their situation to a higher level of authority. This includes working the escalation and/or advanced queues taking escalations from Members and teammembers. Works with minimal supervision, using advanced problem solving skills and sound judgment when advocating for Member. Will assist taking calls on the Supervisor/Assistant Manager escalation queue. Assists Consumer Loan Originations with training of new teammembers and cross training of existing teammembers in area of specialty. Keeps up to date with policy/procedure updates and helps train team on higher lending skills (discussing/understanding loan decisions, escalated situations, how to be an advisor versus a product expert, etc.). May collaborate with Leaning & Development regarding training recommendations and other departments (operations, servicing, etc.) as service collaborators. Serves as a lead in the department to teammembers by providing one on one feedback from observations/call monitoring, coaching, mentoring, efficiency/adherence, training on policies and procedures, new/enhanced services, relays observational feedback to Management along with suggestions on service improvements and actions they recommend to deliver a higher level of service. Maintain professional and technical knowledge by completing ilearn activities; attending educational workshops, when available; reviewing professional publications; establishing personal networks; benchmarking world-class practices. Additional Job Functions Performs other duties as assigned Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions Qualifications High School Diploma or GED required 5-7 years previous experience in a service/lending environment required Knowledge, Skills, and Abilities Demonstrated expert level proficiency with Consumer Loan systems and tools Require deep knowledge and understanding of teammember workflows Highly proficient communication and interpersonal skills Proficient in relevant computer applications Provides suggestions for streamlining department and credit union operations Displays courtesy and sensitivity Effective verbal and written communication skills Complies with legal and regulatory guidelines Alerts management to questionable practices Asks questions to clarify and verify information Summarizes transaction clearly and concisely Uses correct terminology Consistent demonstration of Leadership skills Practices empowered decision making SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on. SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information. This organization participates in E-Verify.
    $26.6-38.6 hourly Auto-Apply 34d ago
  • Telecom Network Engineer

    Schoolsfirst Fcu 4.4company rating

    Tustin, CA job

    We're always looking for diverse, talented, service-oriented people to join our exceptional team. Telecom Network Engineer The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity. Pay Range: $96,110.00 - $153,777.00 Scheduled Weekly Hours: 40What You'll Be DoingResponsible for effective design, administration, configuration, installation, provisioning, monitoring and troubleshooting to ensure availability, capacity and performance of Contact Center systems, is achieved. Perform assigned duties as listed in RACI model(s) and under general direction from manager. Collaborate with peers, architects, project managers, managers and business stakeholders on design, strategy and project activities. Support SchoolsFirst's complex telecommunications infrastructure, with a focus on one or more key functional areas: Routing and Switching, Voice & Collaboration and Contact Center Design, install and configure systems for the telecommunications infrastructure, using best practice principles Design and implement highly available solutions, in order to minimize repair and recovery efforts from hardware or software failures Perform tasks to ensure system availability and reliability, including daily monitoring, ongoing performance tuning and optimization, and OS and application patching Document Standard Operating Procedures (SOPs) for current system administration, while developing innovative and automated approaches for those processes which can be improved Troubleshoot, resolve and provide root cause analysis of complex system and user issues, independently or through coordination with 3rd party vendor support Collaborate with team members, service stakeholders and vendors to fulfill service and enhancement requests Manage vendor relationships by defining objectives, maintaining regular communication and establishing KPI's to assess vendor performance Support ongoing improvements, including periodic failover and testing efforts, of disaster recovery and business continuity solutions Forecast, recommend, and implement capacity planning Provide after-hours maintenance and support as needed Provide world-class end-user service and technical support Obtain relevant certifications based on the Certification Path identified by management Consistently strive to make improvements to our processes and technology Participate in regularly scheduled huddles and meetings; report on individual metrics, analyze deviations, and discuss areas of improvement with the team as a whole On call rotation supporting the production environment 24x7x365. Additional Job Functions Performs other duties as assigned Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions Qualifications Bachelor's Degree with a technical major, such as engineering or computer science or equivalent years of experience required 5-7 years of contact center application and IP telephony experience required GCX-GCP Genesys Cloud CX Certified Professional preferred GCX-GCD Genesys Cloud CX Certified Developer preferred GCX-ARC Genesys Cloud Architect Certification GCP-GC Genesys Cloud Certified Professional GCD-GC Genesys Cloud Certified Developer Knowledge, Skills, and Abilities Advanced knowledge of UC/CC applications with 4+ years of experience with applications such as: Genesys, Cisco Unified Contact Center Enterprise, Avaya, Five9, 8x8… Advanced knowledge of IP telephony architecture with 3+ years of practical experience with SIP trunks, SBCs, Media Gateways, FXS/FXO, Codecs… Advanced knowledge of UC/CC technologies (e.g. IVR, APIs, ACD, WFM/WFO, Omnichannel communications…) Advanced knowledge of voip protocols (e.g., SIP/SDP, RTP/SRTP, WebRTC, MGCP…) Intermediate knowledge of network communication as defined by TCP/IP and OSI models Intermediate knowledge of POTS, DS1/T1, E1, DS3, OC3, FE, GigE and 10GigE. Intermediate knowledge monitoring tools for SNMP, packet capturing and application log files Intermediate knowledge of operating systems, servers and storage. Intermediate knowledge of CoS and QoS designs, configurations and support. Intermediate knowledge of audit and security best practices (CCPA, PII, PCI DSS, ISO). Additional Knowledge, Skills, and Abilities • Advanced knowledge of UCaaS/CCaaS, with 2+ years of practical experience with Genesys Cloud • Support ongoing designs, implementations and management of Genesys Cloud's Contact Center solution • Monitor, analyze and report on contact center performance using analytic tools for forecasting, metrics, and KPI's. • Support capacity planning, load testing and performance tuning, to ensure optimal performance of the contact center systems. • Manage cloud services vendor(s), monitoring ticket escalations, coordinating upgrades and holding them accountable to contractual SLA's and obligations. • Collaborate with cross-functional teams to ensure successful delivery of organizational projects, which require integration through Genesys Cloud APIs • Work closely with internal departments to understand their business requirements, in order to provide customized contact center solutions. SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on. SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information. This organization participates in E-Verify.
    $96.1k-153.8k yearly Auto-Apply 20d ago
  • Mortgage Loan Officer - Murrieta Area

    Altura Credit Union 3.5company rating

    Altura Credit Union job in Riverside, CA

    A Mortgage Loan Officer is responsible for originating 1st Mortgage Loans, Home Equity Loans, and Home Equity Lines of Credit (HELOC) in accordance with Agency and investor guidelines. The successful candidate provides information on credit union products and services to potential borrowers according to all credit union policies and procedures as well as Federal and State rules and regulations. Interviews all applicants for real estate loans. Prepares, analyzes, processes and documents all required forms and related documents for real-estate loans. Approves or denies loan applications based on analysis of each applicant's background. Responsible for promoting credit union products and services to ensure meeting productivity goals. Accountable for all the conditions set forth in the Compensation Agreement. ESSENTIAL DUTIES AND RESPONSIBILITIES Assists the member in determining and recommending the proper loan program that meets their needs. Completing accurate and thorough loan applications. Establishing membership when applicable and gathering the necessary paperwork, including income, assets, and any relative documentation to begin the loan process. Follow up on leads and generating referrals from past members for new business. Cultivating relationships with community groups, real estate agents, financial planners, accountants, and others to bring in new business. Manage pipeline by communicating with the real estate operations team. In addition to, gathering additional documentation when necessary and providing timely updates to members. QUALIFICATIONS, EDUCATION and/or EXPERIENCE To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. High school diploma or its equivalent is required. Three (3) years' experience working in a sales environment or in a similar position in the mortgage lending industry is required. Two years' experience with conforming, nonconforming, and alternative loan products and pricing is strongly preferred. Undergraduate degree with major coursework in accounting, finance, marketing, or a related field is preferred. Why Altura? WORK-LIFE BALANCE Vacation (10+ or Minimum Days) Sick (8 Days) Holidays (11 Days & 1/2 Day Christmas Eve) Birthday & Anniversary Day Off Specialized Paid Time Off (Jury Duty, Bereavement, etc.) Community Volunteer Events Social Events & Outings Event & Venue Discounts WEALTH INCENTIVES Competitive Pay Stakeholders 401k Dollar-for-Dollar Match up to 6% (after one year of service) Business Attire Allowance Annual Performance Review & Increase Wellness Incentive Tuition Reimbursement Awards, Recognitions & Incentives Free Checking & Savings Accounts Discounted Employee Loan Rates HEALTH AND WELLNESS Kaiser and Cigna Medical & Prescription Plans Dental & Vision Fitness Challenges & Gym Access Onsite Wellness Programs Medical & Dependent Flex Spending Account Life & A&D Insurance Employee Assistance Program Pet Insurance
    $35k-45k yearly est. 60d+ ago
  • Collections Assistant Manager

    Orange County's Credit Union 4.3company rating

    Santa Ana, CA job

    Job Description This is a 100% in-office role reporting to our headquarters in Santa Ana, CA. Are you a passionate leader who thrives in a dynamic, people-focused environment? Do you believe in coaching with heart, mentoring with purpose, and driving performance through empowerment? Apply today and help us build brighter financial futures - one member at a time. 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. We're looking for a Collections Assistant Manager who brings energy, empathy, and excellence to every interaction. This is your opportunity to make a meaningful impact by supporting our members through life's financial challenges while leading a high-performing team to success. Lead with Purpose Partner with the Loan Servicing Manager to guide daily operations of the Collections Department. Coach, mentor, and inspire Supervisors, Team Leads, and Collectors to deliver exceptional service and results. Drive Operational Excellence Manage collections strategies to reduce delinquency, improve recovery, and retain members. Identify and implement process improvements that streamline workflows and elevate member outcomes. Support Our Members & Associates De-escalate complex member situations with empathy and professionalism. Ensure staff confidently explain hardship programs, repayment options, and debt protection products. Provide expert guidance on real estate loan loss mitigation, including forbearance and loan modifications. Strategic Planning & Reporting Assist in annual planning, goal setting, and departmental roadmap development. Prepare insightful reports for senior leadership and compliance reviews. Ensure Compliance & Manage Risk Stay current on FDCPA, TCPA, UDAAP, Bankruptcy laws, and more. Update policies and procedures to reflect regulatory changes. Support foreclosure proceedings and maintain business continuity practices. What You Bring: College degree in business or related field or equivalent knowledge. Three to five years relevant collection and recovery experience in a financial institution. Experience in customer relations, problem resolution and error correction. Two years of supervisory experience. Knowledge of the Fair Debt Collections Practices Act, Reg B and Reg Z, bankruptcy procedures, delinquency activities and financial counseling. Able to manage and execute multiple complex projects within required timelines and expectations. Why You'll Love Working Here: Final offers based on qualifications, experience, and internal equity. The range for the Collections Assistant Manager role is $81,000 - $90,000 annually. Comprehensive Benefits: Anthem HMO/PPO, Delta Dental, and Unum options - from day one! 401(k) with up to 6% employer contribution! Annual discretionary bonus & performance merit increases Educational grants up to $1,000 13 vacation days/year (increases with tenure) 7 sick days/year + paid holidays Orange County's Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required.
    $81k-90k yearly 11d ago
  • Member Experience Supervisor (Branch Supervisor) - Riverside, CA

    Arrowhead Credit Union 3.6company rating

    Riverside, CA job

    We believe that everything starts with leadership! If you have a passion for first-class service, collaboration, one team spirit, team development, and service to the community - we'd like to speak with you. The Member Experience Supervisor role supports branch leadership in delivering exceptional member service through the day-to-day operations. Supports the branch team as a mentor, trainer, and coach; performing supervisory duties as assigned. Essential Functions and Responsibilities Service * Personally, provides exceptional member service; uses Service Standards in every work-related interaction. * Ensures that exceptional member service is being provided to members and team members, at all times. * Serves as a strong example of leadership in work ethic, professionalism, and conduct. * Actively participates in and provides leadership for the team in meeting the goals of the department and the Credit Union by promoting a harmonious work environment that motivates others towards team participation, goal setting/accomplishment, and personal development. * Ensures staff commitment to member service standards. This includes leading by example with a positive and professional tone and demeanor when assisting members and team members. Using courage and integrity to take action and provide friendly service at all times. Daily Responsibilities * Assists in development and execution of branch plans; identifies areas of opportunity and makes sound recommendations to improve member experience. * Assists with branch talent planning; acts as a mentor, trainer, and coach by observing the team and providing on-the-spot feedback and continued guidance. * Serves as a first point of contact for member escalations with the ability to resolve complex inquiries and conduct research to provide appropriate solutions that result in a positive member experience. * Builds, cultivates, and manages positive relationships with team members throughout the organization; continuously advocates for the membership; makes swift decisions while balancing risk and service. * Serves as a subject-matter expert; presents and facilitates at team meetings and Credit Union learning events. * Assists with overall branch operations, such as; new account compliance, security controls, cash management, branch opening and closing, and audit integrity. * Assists team members and members with complex loans transactions and/or inquires and act as an in-branch resource, identifying and offering appropriate member solutions. * Personally, and proactively assists members with service needs; balances supervisory responsibilities while placing members first. * Personally, participates and motivates teammates to assist at local Membership Development and community events, building strong relationships within the branch community. * Assists in testing, training, and implementation of new system functionality, enhancements, or other organizational projects; Champions new initiatives, providing constructive feedback, and helping drive branch adoption. * Performs supervisory duties, including but not limited to scheduling, planning, assigning, directing and evaluating team members' work; measures performance against goals; reviews efficiency and completeness of tasks; conducts performance reviews/coaching sessions, recommends salary increases, and develops higher levels of expertise in team members through coaching and training. * Acts as leader on duty in the absence of more senior team members. * Supports and assists at branches throughout the Arrowhead branch network. * Regular and predictable attendance and punctuality. * Maintains a working knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Identity Theft Red Flags and Office of Foreign Assets Control (OFAC) and complies with all federal and state laws/regulations as well as organizational policies, procedures, and processes applicable to area of responsibility. * Other duties as necessary and assigned by the Supervisor to achieve the goal of the credit Union. No aggressive sales goals - our focus is serving Members. Benefits Include: (not a complete list) Wellbeing * Weekly pay * 401K Retirement Savings Plan with company match * Paid time off accrual begins upon hire, 15 paid vacation days, 11 paid holidays * Paid sick leave (and increases with tenure!) * Company-provided life insurance at twice your annual salary * Financial Education Programs * DoorDash DashPass Health * Medical, Dental, and Vision Insurance for part-time and full-time employees * Modern Health * Care.com subscription * Teladoc Career Development * Career development opportunities * Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation. The pay range for this position is listed below. Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity. Pay range: Minimum: $26.22/hour | Midpoint: $32.78/hour| Maximum: $39.34/hour
    $29k-35k yearly est. 23d ago
  • Personal Banker - Chino

    Orange County's Credit Union 4.3company rating

    Chino, CA job

    Job Description At Orange County's Credit Union, we believe in creating a workplace where every voice matters. We are proud recipients of the Peter Barron Stark award for highest associate satisfaction, a testament to our commitment to workplace excellence. With over 85 years of experience, $2.5+ billion in assets, and 140,000+ members, we're not just a financial service provider-we're a community that puts people first. Join a professional, welcoming, and collaborative environment where your contributions are recognized and celebrated. At Orange County's Credit Union, we don't just hire employees; we build a team dedicated to excellence in member service. Your Role: As a Member Service Representative (Relationship or Universal Banker), you'll be the face of our credit union, providing a range of services that go beyond basic transactions. You'll: Handle teller transactions, open new accounts, assist with consumer loan applications, and fund loans 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're Looking For: Experience: Within a banking or credit union environment, one year recent of teller and opening new accounts experience is required AND experience assisting with consumer loan applications through funding is preferred. Sales & Communication Skills: Proven ability to cross-sell and refer products and services effectively. Ability to write and speak in an approachable yet professional manner. Technology: Ability to understand and use various systems and software. Availability: Must be available Monday through Saturday, with schedules varying between 8:30 AM and 6:30 PM on weekdays and 8:30 AM to 2:30 PM on Saturdays. Integrity: Willingness to undergo thorough background and credit checks. Compensation: We value your experience and skills, and our competitive hourly rates reflect that. Final offers are based on qualifications, internal equity, and the level of position offered. Below are OCCU's branch job levels with their corresponding hourly pay: Member Service Rep. III: $21.00 (requires minimum one year recent Teller experience and six-months of New Accounts experience) Member Service Rep. IV: $22.00 - $24.00 (requires minimum two years within the credit union/banking industry, including one year recent universal banker experience. The universal banker will have expertise in the following; teller transactions, opening all types of new accounts, AND hands-on expertise with consumer loans and other complex banking services) Senior Branch Rep. I - II: $24.50 - $25.50 (requires minimum three years recent universal banker experience as described above PLUS recent experience handling escalated issues, and helping with various senior level responsibilities, as well as funding consumer loans) Perks & Benefits: Anthem HMO/PPO, Delta Dental, and Unum options - from day one! 401(k) with up to 6% employer matching dollar for dollar! Annual discretionary bonus & performance merit increases Educational grants up to $1,000 13 vacation days/year (increases with tenure) 7 sick days/year Paid holidays We perform thorough background checks and credit checks. EOE.
    $35k-40k yearly est. 18d ago

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