Orange County's Credit Union jobs in Santa Ana, CA - 49 jobs

Job Description Exciting Opportunity at Orange County's Federal 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 Federal 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 Federal 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 Federal 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. 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. 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

TITLE: CONTACT CENTER MEMBER SERVICE REPRESENTATIVE IISTATUS: NON-EXEMPT REPORT TO: MSCC SUPERVISOR DEPARTMENT: MEMBER SERVICE CONTACT CENTER JOB CODE: 1104 PAY SCALE: $21.50 - $21.50 HOURLY GENERAL DESCRIPTION: This Member Service Representative II is an energetic and goal-oriented individual who has a passion for service excellence; providing exceptional service, utilizing effective call handling techniques to create a positive and memorable experience. The MSR II responds accurately to member inquiries by telephone in English and Spanish languages (if certified). The MSR II effectively navigates software applications and simultaneously works on multiple screens while resolving member concerns. The ideal candidate will proactively engage members to achieve their financial goals in a consultative approach as part of the solution to their inquiry. TASKS, DUTIES, FUNCTIONS: Demonstrates advanced Credit Union knowledge, ability to resolve complex issues, digital support, and escalations with minimum guidance. Learn and retain an exceptional working knowledge of products and services. Meet and achieve established performance standards commensurate to grade level, with phone efficiency and quality in a fast-paced environment. Demonstrates understanding of member needs, concerns and or frustrations and respond by demonstrating care, concern, and an appropriate sense of urgency. Demonstrate a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. • Demonstrate superior product knowledge recommending products/services to meet the member's needs. Identify, investigate, and resolve basic and complex member concerns, as well as process and complete member transactions in a timely and efficient manner. Identify and report fraudulent activity to prevent potential loss to Credit Union. Update member and Credit Union account information efficiently and accurately. Educate members on products in an effort to retain and enhance member loyalty. Maintains ownership with the majority of their calls, requiring minimal guidance from Support. Ability to de-escalate situations, looking from several points of view and applying good judgement and critical thinking to resolve the situation. Assist members with Online /Mobile Banking complex issues and Mobile Wallet set-up. Ability to open Sub shares. Complete Regulatory Training Modules as required. Model Golden 1 core values Integrity, Reliability, Service Excellence, and Inclusion. Perform other duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Effective oral and written communication skills required to ensure exceptional member experience. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of management and staff. EXTERNAL: Members, potential members, peers in other departments or branches. QUALIFICATIONS: EDUCATION: Successful completion of High School curriculum or GED. Some college preferred, not required. EXPERIENCE: One year customer service experience in a contact center environment and/or 2+ years financial services experience. Member relationship building experience preferred, not required. KNOWLEDGE / SKILLS: Strong oral, written and interpersonal communication skills acquired through experience in a Retail setting or through a financial background. Ability to converse, demonstrate sincere concern, and build rapport while resolving problems and offering solutions to inquiries in English and/or Spanish with callers. Must be able to multi-task and work independently. Meet performance standards commensurate to grade level with efficiency and quality. Skill testing related to product knowledge. Ability to effectively and efficiently utilize all systems required to resolve member issues related to online banking and mobile wallet troubleshooting. Ability to effectively and efficiently utilize all systems required to open new sub accounts. Ability to demonstrate good decision making and obtaining guidance for situations as needed. Knowledge of intranet/internet. Aptitude for learning a variety of computer systems and using technology to solve member issues. Ability to navigate multiple computer systems, applications, and utilize search tools to find information. Bilingual skills a plus - English/Spanish. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including a financial calculator, personal computer, facsimile machine, and telephone. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. *Our Member Service Contact Center team's operating hours are Monday through Friday 7:20am to 6:30pm and Saturday 8:30am to 5:00pm. Schedules are assigned based on business needs and are subject to change. LICENSES / CERTIFICATIONS: None THIS JOB DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THIS EMPLOYEE. HE OR SHE WILL BE REQUIRED TO FOLLOW OTHER INSTRUCTIONS AND TO PERFORM OTHER DUTIES REQUESTED BY HIS OR HER SUPERVISOR THAT ARE WITHIN HIS / HER KNOWLEDGE, SKILL AND ABILITY AS WELL AS HIS / HER MENTAL AND PHYSICAL ABILITIES.

Under general supervision of the Mgr. Retail Service or Mgr. Asst Retail Services, perform duties related to member services and sales production; the development of Select Employer Groups and business expansion; acts as a financial advocate to members; and performs related work as assigned. This position will also fulfill member's needs, complete standard teller transactions accurately and provide information on all products and services to members in a timely, courteous, and efficient manner. Locations: Fountian Valley, Huntington Beach, Tustin. MINIMUM QUALIFICATIONS: Knowledge, Skills, and Abilities: • Knowledge of features and benefits of Credit Union or Banking products and services in order to solicit, explain, and discuss with members. This information may be acquired through on-the-job and formal training programs. • Strong communication skills (written and orally) • Basic computer skills needed for accurate data entry of member and loan account information, and to create and revise general correspondence. • Effective interpersonal skills. • Strong cash handling/customer/member service skills. • Ability to analyze member's financial needs and provide related information and/or data to demonstrate product and service benefits. • Ability to listen, observe and interpret people and situations. • Ability to analyze and solve problems. • Ability to interact with staff, members and others encountered in the course of work. • Ability to learn and apply new information or skills. • Ability to perform highly detailed work on multiple, concurrent tasks. • Ability to use math and apply mathematical reasoning and abstract statistical concepts. Education, Training and Experience: Potential candidates for this position must meet the following requirements: • A minimum of two years of credit union or banking experience preferably at a financial institution. • 1-2-year experience in customer service and cash handling; or equivalent combination of education and experience. • One year of relevant professional-level work experience may be substituted for one year of required education. If You: Are looking to join an organization that offers: • Competitive Salary Structures • Generous Incentive Plan • Excellent Career Development Opportunity • Medical, Dental, and Vision Insurance • Flexible Spending Account / Health Savings Account • Education Reimbursement / Student Loan Repayment • Generous Paid Time Off program • Company Matching 401k • Generous Employee Discounts on Credit Union Services / Referral Bonus Programs • Rewarding Community / Volunteer programs • Employee Assistance Programs - EAP • Total Wellness Programs • Rideshare Programs • Onsite Employee Gym & Cantina at Headquarters Then this is the position for you! Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Role Provide exceptional service at all times. Discuss account options, cross sell credit union products and services at each opportunity, and meet or exceed all sales & service scorecard goals. Open new accounts, certificates, IRAs, process and fund installment loans, and open end loans. Major Duties and Responsibilities Identifies cross sell opportunities and cross-sells all C.U. products and services, including account related products such as, but not limited to, credit life, credit disability, MBI, GAP, AD&D, etc. Perform necessary file maintenance to set up accounts and services. 10% Assists members with opening and closing savings, checking, certificates, IRAs and other depository service accounts (limited cash handling). Perform necessary file maintenance to set up accounts and services. Assist members and potential members with loan requests, takes loan applications, process loan documents for in-person closing or shipment via mail, including preparation of loan records and data set up on computer system. Review any conditions required for loan approval with member and obtain necessary documentation. Forward exceptions to a Loan Officer if automatic system approval is not received. Follow up on unclosed member loans that cannot be completed at initial meeting. Assures that appropriate records are maintained and required reports are prepared. Collect and forward taxes on all vehicle loans. Set up and input file maintenance for check orders, payroll deduction, automatic transfers and ACH origination. Monitors lobby activity to ensure prompt, professional service. Performs all duties within procedures, policies, and SCU's Universal Performance Standards. Performs other related duties as assigned. Knowledge and Skills Experience: One year of similar or related experience in financial services, preferably in a credit union or banking environment. Experience in member service, loan processing, and/or financial sales required Education: A high school diploma or GED. Interpersonal Skills: The ability to motivate or influence others is a material part of the job, requiring a significant level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an important part of the job. Other Skills: Must be fulent in spanish.Exceptional sales skills. PC proficient, able to operate a computer keyboard and 10-key calculator. Hours & Location: St. Francis Express Office 3628 E. Imperial Hwy. STE 106 Lynwood, CA 90262 Hours: Monday - Friday: 8:00 a.m. - 4:00 p.m. Closed daily: 11:30 a.m. to 12:00 p.m. This Job Description is not a complete statement of all duties and responsibilities comprising this position. Southland Credit Union is an Equal Opportunity Employer. Salary Minimum USD $27.30/Hr. Salary Maximum USD $40.96/Hr.

Job Description Exciting Opportunity at Orange County's Federal Credit Union Senior Automation Developer 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 Federal 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 Federal 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 limited direction, the Senior Automation Developer will design and build modern automations across multiple platforms, connect on-prem systems with cloud services, and start to embed AI/agentic capabilities into how we work. This role will be responsible for taking manual, error-prone processes and turning them into secure, resilient, and observable automations using a mix of tools: RPA, low-code/no-code automation, iPaaS, APIs, and cloud functions (e.g., AWS Lambda, Azure Functions, GCP Cloud Functions). Experience integrating LLM / AI agents into workflows is a major plus. This role is hands-on, but also highly collaborative and will partner with business stakeholders, architects, security, and data teams to prioritize opportunities, implement solutions, and establish automation standards and best practices. ESSENTIAL FUNCTIONS: Automation Design & Development Works with business stakeholders to identify, qualify, and prioritize automation opportunities across the organization. Designs and implements end-to-end workflows using multiple automation platforms (e.g., Microsoft Power Automate / Power Platform, UiPath, Automation Anywhere, n8n, Make/Zapier, ServiceNow, or similar). Builds and deploys cloud-based automations using services such as AWS Lambda, Azure Functions, GCP Cloud Functions, event buses, and queues. Develops integrations using REST/JSON APIs, webhooks, and message queues to connect core systems (e.g., core banking, digital banking, LOS, CRM, HR, and other SaaS platforms). Implements robust error handling, retries, logging, and monitoring to ensure automations are reliable and supportable in production. AI & Intelligent Automation Experiments with and, where appropriate, implements AI-powered automations (e.g., LLM-based agents that classify requests, summarize data, draft responses, or orchestrate next steps). Integrates AI/LLM services (e.g., Azure OpenAI, OpenAI, AWS Bedrock, or similar) into existing workflows to improve accuracy, speed, or member/employee experience. Help define guardrails and patterns for the safe and compliant use of AI within automation workflows (prompt design, redaction, input/output validation). Engineering Excellence & Governance Owns the full automation lifecycle: discovery, design, development, testing, deployment, documentation, and support. Maintains source control, branching, and deployment pipelines (e.g., Git, Azure DevOps, GitHub Actions, or similar) for automation assets and related code. Defines and upholds standards, reusable components, and best practices for automation design, naming, security, and observability. Partners closely with Information Security, Risk, and Compliance to ensure automations meet security, privacy, audit, and regulatory requirements. Works with operations and help desk teams to transition automations into steady-state support, including runbooks, alerts, and SLAs. Collaboration & Stakeholder Management Translates business problems into clear technical requirements and solution designs that balance speed, maintainability, and risk. Facilitate workshops and process walkthroughs to map current-state workflows and design future-state automations. Communicates progress, risks, and outcomes clearly to technical and non-technical audiences, including leadership. Mentor's junior developers and power users; it helps build an automation-minded culture across the organization. QUALIFICATIONS: Experience / Training / Education: 5+ years of hands-on experience in automation / integration development (RPA, low-code, or iPaaS), including designing and deploying production workflows. Bachelor's degree in Computer Science, Information Systems, Engineering, or equivalent practical experience. Professional experience with at least two of the following categories of tools: RPA platforms (e.g., UiPath, Automation Anywhere, Blue Prism, Power Automate Desktop) Low-code / workflow automation (e.g., Power Automate, ServiceNow, Salesforce Flow, Nintex) iPaaS / orchestration (e.g., MuleSoft, Boomi, n8n, Make, Zapier) Strong experience building cloud-native integrations and automations using: Cloud functions (AWS Lambda, Azure Functions, or GCP Cloud Functions) REST APIs, OAuth2/OIDC, webhooks, and JSON Basic cloud services (e.g., storage, queues, event buses, secrets management). Experience working with relational databases and SQL for querying and transforming data. Experience using Git or similar version control and comfort working in a CI/CD environment. Experience integrating LLM / AI services (e.g., Azure OpenAI, OpenAI, AWS Bedrock, Gemini, etc.) into applications or automations preferred. Prior work in financial services, banking, or highly regulated environments, with exposure to audit, risk, and compliance requirements preferred. Hands-on experience with monitoring and observability tools preferred (e.g., Dynatrace, AppInsights, CloudWatch/Cloud Logging, custom dashboards). Exposure to process mining / task mining tools and techniques to identify automation candidates and measure impact preferred. Experience establishing or contributing to a Center of Excellence (CoE) for automation/intelligent automation preferred. Certifications in relevant platforms (e.g., UiPath, Power Platform, AWS/Azure/GCP, ServiceNow) are a plus. Knowledge / Skills / Abilities: Solid programming/scripting capability in at least one language (e.g., Python, JavaScript/TypeScript, C#, or Java). Demonstrated ability to analyze processes, design future-state workflows, and document solutions clearly. Familiarity with secure coding and automation practices, including credentials management, privilege, and data protection. Systems thinking sees across applications, data, and teams; designs automations that work in the real world, not just in isolation. Bias for action: comfortable iterating and delivering value quickly while managing risk appropriately. Communication: can explain complex technical concepts in plain language and build trust with stakeholders. Ownership & accountability treats automations as products, not projects-cares about reliability, usability, and long-term maintainability. Continuous learning: stays current on new automation platforms, cloud patterns, and AI capabilities and knows when (and when not) to apply them. Ability to speak and hear to give and receive instructions and information to others in person and over the telephone. Other language skills are helpful. Ability to accurately perform mathematical calculations. Ability to create and maintain accurate reliable records. Requires good memory, knowledge retention skills and ability to multi-task, prioritize projects and duties effectively. Requires excellent follow-through skills, member relations skills, and sound business judgment. Ability to interface with others in a positive and professional manner. Goal-oriented with a desire to work in a fast-paced and result-driven environment. 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. 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. The targeted annual salary range is $146,336.00 to $182,920.00. Final offer will be determined based on experience, education, training/certifications and specialized skills. We perform thorough background checks and credit checks. EOE

Partners Federal Credit Union - Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members. For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience. At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent-individuals who are inspired by our Members' financial dreams and committed to meaningful work. Whether you're offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way. Here, you'll find more than just a job. You'll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks-because we believe that when people feel supported, they thrive. Join us-and experience what it means to truly love what you do. The Member Experience Professional I provides excellent, professional service to Members, using consultative sales techniques to build loyalty and cross-sell Credit Union services. As a key representative of Partners Federal Credit Union, they develop long-term relationships with Members by identifying financial needs and offering suitable solutions. The role involves performing all teller functions, resolving complex problems, balancing daily totals, overseeing balancing, processing transactions, ensuring smooth flow and adequate coverage of the teller line, and maintaining professional service standards. Additional responsibilities include managing member accounts, ensuring accurate and up-to-date records, handling deposits, withdrawals, and other financial transactions efficiently and accurately. The Member Experience Professional I assists in the processing of loan applications by gathering necessary documentation and conducting initial reviews. They support the sales team in promoting credit union products and services, such as credit cards, mortgages, and savings accounts. Compliance with regulatory requirements and internal policies is critical, as is identifying and reporting any suspicious activities. The role also involves administrative tasks such as managing paperwork, filing, and data entry to ensure smooth operations. Effective Member relationship management is key, building and maintaining relationships with Members to understand their financial needs and provide appropriate solutions. Finally, they work closely with senior Credit Union staff and other team members to support overall branch or department goals. Essential Responsibilities: Efficient Teller Operations: Ensure all teller functions comply with policies and security standards. Maintain professional and effective teller operations, including balancing and securing funds. Monitor cash levels, maintain inventory of negotiable items, and manage cash dispense machines Member Services: Provide exceptional member service by meeting Members' needs promptly and professionally. Resolve Members' requests, problems, and questions; offer Credit Union products and services. Be able to recognize when a Member request should be referred to colleagues in positions of higher authority and responsibility. Process transactions, open new accounts, and handle consumer loans from start to finish. Leadership and Supervision: Provide leadership through effective peer-to-peer coaching, delegation, and communication with support of leadership. Train and support Member Experience Professional I peers, ensuring optimal performance and professional growth within the Branch. Be able to provide glow and grow feedback regarding team performance and in support of peer growth and development. Handle any special projects delegated by leader. Problem-Solving and Support: Address complex transactions and sensitive Member relations issues. Investigate and correct teller out-of-balance conditions. Support personnel with day-to-day operations and Member interactions. Effectively work the front Lobby desk, managing Member wait time exceptions and handling transactions that can be handle quickly. Product Knowledge and Cross-Selling: Communicate features and benefits of all Credit Union products and services. Educate Members on financial responsibility and promote additional products and services. Conduct outbound calls for Member Service and Sales, following the 2/2/2 program. Transaction Processing: Perform a wide range of financial transactions, ensuring accuracy and security. Responsible for overrides. Process deposits, withdrawals, transfers, payments, and check cashing. Balance daily transactions and verify cash totals. Demonstrate fundamental Member engagement skills such as - greeting the Member with eye contact, smiling, inquiring about their business for the day and genuinely thanking them. Member Relationship Building: Build a network of Member contacts through qualified leads and referrals. Promote Credit Union objectives and deepen business relationships. Quality Control and Compliance: Ensure all membership documents meet quality control standards. Maintain compliance with policies, including CIP, OFAC, and ChexSystems. Maintain and enhance financial business acumen through continual training and self-development. Communication and Coordination: Coordinate teller Member Experience Professional I duties with related functions and communicate effectively with management. Provide suggestions for improved service and streamline operations. Flexibility and Additional Duties: Maintain flexibility in support of branch needs. Complete projects and reports related to the department. Perform other related duties as assigned or requested. KNOWLEDGE & SKILLS Minimum Education Required to Perform Job: High School Diploma or GED Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 3 to 5 years Certifications, Licenses, Registrations, etc.: CA Notary Abilities and Behaviors: Excellent Member service and conflict resolution skills Effective sales skills Strong problem-solving and decision making skills Clear and open communication skills Flexible; easily adapts to change Strong time-management skills & ability to multi-task Organized; good time manager Responsible; takes initiative and works independently Strong teamwork skills Two years' experience in the financial industry and credit unions is required. Two years' experience in teller cash handling and cash dispense machines is required. Performance Standards: Balancing Standards Balancing Percentage Member Satisfaction Transaction Quality Partners Home Mortgage Referrals (Total Referrals / Qualified Referrals) Partners Wealth Management (Total Referrals / Qualified Referrals) Review Membership Applications (Membership Officer) Core Product Qualified Referrals (Checking, Certificates, MMA and Consumer Loans) Autoland / Auto Advisor referrals (Total referrals/qualified referrals) Review and submit the monthly Teller Over / Short report to the Branch Service Manager Assist and/or complete with the Branch Service Manager the Internal Verification Program (IVP) and submit the packet to the Branch Service Manager SCOPE OF JOB Discretion/Latitude: This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Typical Interactions: This role interacts with a combination of walk-in Members and inbound /outbound phone calls. There is a high level of interactions with all PFCU departments. Shift Work: This part-time role includes shift work on weekends and may require hours outside of a standard 8:00 AM - 5:00 PM schedule to support operational coverage. The position offers up to 29 hours per week. Physical Demands & Environmental/Working Conditions: This position requires the ability to: move self in different positions to accomplish tasks in various environments including tight and confined spaces remain in a stationary position, often standing or sitting for prolonged periods adjust or move objects up to 15 pounds in all directions perform repeat motions that may include the wrists, hands, and/or fingers use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly hear average or normal conversations and receive ordinary information prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity. Disclaimer The information contained in this job description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. The hiring range for this position in California is $24.00 to $30.69 per hour. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.

** We are currently hiring for one position that may be based out of either our Florida or California office locations. While we are considering candidates from both coasts, only one role will be filled.** Partners Federal Credit Union - Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members. For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience. At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent-individuals who are inspired by our Members' financial dreams and committed to meaningful work. Whether you're offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way. Here, you'll find more than just a job. You'll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks-because we believe that when people feel supported, they thrive. Join us-and experience what it means to truly love what you do. The Member Education Program Specialist supports the successful execution of Partners' Path to Financial Stability program. This role manages the operational, tracking, and communication functions that ensure participants stay engaged, meet key milestones, and achieve their financial goals. The Specialist will oversee backend processes, maintain program data and platforms, coordinate participant communications, and partner closely with the Education & Development team to create a consistent, high-quality experience from enrollment to completion. Principal Responsibilities: Program Operations Manage the day-to-day operations of the Path to Financial Stability program from onboarding to completion. Own the program tracking process, ensuring accurate participant data, milestones, and financial goals are up to date. Maintain and update all program platforms, dashboards, tracking sheets, and reporting tools. Oversee scheduling and logistics for quarterly workshops, follow up sessions, and one-on-one counseling. Build and manage timelines, workflows, and checklists to ensure all program components stay on track. Participant Tracking & Progress Management Track participant progress toward savings goals, milestones, deliverables, and attendance. Send proactive follow-ups, reminders, and communications for upcoming appointments, milestones, or missing items. Serve as point of coordination between participants, counselors, and program facilitators to ensure participants stay on track. Ensure high-touch, high-consistency communication throughout the year. Data, Reporting & Compliance Compile weekly, monthly, and quarterly program reports for leadership. Analyze participation, attendance, and goal completion trends. Maintain documentation for audit-readiness and ensure data security and confidentiality. Support building insights and recommendations for program improvements. Cross-Functional Collaboration Work closely with Education & Development, Member Experience, and Marketing to support program execution. Coordinate with certified financial counselors to ensure consistency in follow-ups and member experience. Partner with IT, BI, and vendors to troubleshoot or enhance tracking tools and systems. Continuous Improvement Identify opportunities to streamline processes, automate tasks, or improve member touchpoints. Support the development of templates, workflows, and SOPs as the program grows Additional Responsibilities: Support onboarding of new cohorts each quarter, including enrollment, materials, and communications. Maintain all member-facing resources, ensuring content is updated and accurate. Coordinate incentives, completion certificates, or recognition moments. Assist with workshop setup, materials, technology, and vendor coordination for MEDA team. Partner with Manager, MEDA on monthly virtual workshops. Coordination and Implementation. Partner with Retail Marketing team on monthly educational themes, with focuses on amplification through digital channels. Update educational curriculum and supporting documents as needed. KNOWLEDGE & SKILLS Minimum Education Required to Perform Job: High School or GED Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 2 to 5 years Specific Experience Required: Experience in program coordination, project support, financial education, member experience, training and development or operations preferred Other Training, Technical Skills, or Knowledge Required: Strong organizational and project management skills Comfortable working with data, tracking tools, spreadsheets, and dashboards Excellent written and verbal communication skills Strong follow-through, attention to detail, and accountability Ability to manage sensitive financial information confidentially Shift Work: Employee is non-exempt, generally Mon-Fri day shifts but may be required to work evenings, weekends, and holidays as needed. Physical Demands & Environmental/Working Conditions: This position is performed primarily in a traditional office or bank/credit union setting, in a hybrid role that will require in-office workdays, frequent branch visits and ability to work effectively on remote days. May be required to work nights and weekends This position requires the ability to: Move self in different positions to accomplish tasks in various environments including tight and confined spaces Remain in a stationary position, often standing or sitting for prolonged periods Adjust, move, and carry objects up to 25 pounds in all directions, occasionally up to 50 pounds Stand for extended periods of times Perform repeat motions that may include the wrists, hands, and/or fingers. Use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly. Hear average or normal conversations and receive ordinary information. Prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity. Work may include outdoor activity Disclaimer The information contained in this job description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. The hiring range for this position in Florida is $62,800 to $94,200 per year and in California is $70,960 to $106,440. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. #li-hybrid

As a Branch Manager - Lead with Purpose. Build with Passion. Belong to Something Greater. At Orange County's Federal Credit Union, we don't just offer banking services, we create meaningful relationships that empower our members and enrich our community. With over 85 years of trust, $2.5+ billion in assets, and 140,000+ members, we've built a reputation for excellence-and we're just getting started. Our commitment to people, performance, and purpose has earned us the 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 Federal Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required.

Exciting Opportunity at Orange County's Federal Credit Union Enterprise Architect 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 Federal 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 minimal direction, the Enterprise Architect is responsible for designing cloud-native solutions, deconstructing our legacy architecture, and defining clear, executable roadmaps to modernize OCFCU's technology platforms. This role will work across core banking (Symitar/Episys), digital banking (e.g., Lumin), lending & payments, data & analytics, and integration platforms to move OCFCU from tightly coupled legacy systems to modern, scalable, secure, and observable architectures. This includes leveraging cloud services, APIs, event-driven patterns, and AI/LLM capabilities where they make sense, and ensuring everything is properly documented and ready for handoff to Operations. This role will spend a significant portion of time embedded with teams reviewing designs, building reference implementations, prototyping, and helping teams ship better systems that can be operated reliably by OCFCU's Infrastructure and Operations teams. ESSENTIAL FUNCTIONS: 1. Enterprise & Solution Architecture (Hands-On) Designs target-state architecture for key OCFCU domains including: Core banking & surrounding ecosystem (Symitar, Jack Henry integrations, payments, statements, ancillary services). Digital banking channels (online, mobile, APIs, third-party fintech integrations). Lending, onboarding, and back-office platforms. Creates end-to-end solution designs: context diagrams, sequence/flow diagrams, APIs, data models, non-functional requirements (NFRs), and security patterns. Develop reference architecture for: Cloud-native services (e.g., Azure/AWS), APIs, and integration layers. Event-driven workflows (e.g., member activity, transactions, alerts, service). Builds and maintains a living architecture blueprint and application portfolio for OCFCU, including current state, target state, and interim milestones that align with the technology roadmap. 2. Legacy Decomposition & Modernization Deep-dives into OCFCU's existing legacy and vendor platforms: Symitar customizations, batch jobs, flat-file/EDI interfaces, on-prem services, and custom applications. Documents current-state architectures, dependencies, data flows, and technical debt in a form usable by engineers, operations, and leadership. Defines pragmatic modernization strategies, such as: Encapsulating legacy systems via APIs. Strangler patterns to incrementally replace monolithic functionality. Re-platforming or re-architecting high-risk/high-value components. Prioritizes modernization efforts in partnership with the CIO, VP-level leaders, and business/product owners based on member impact, operational risk, and business value . Works closely with delivery teams to execute modernization iteratively, favoring measurable wins over “big bang” cutovers. 3. Cloud-Native & AI/LLM Patterns for Financial Services Designs solutions that leverage cloud platforms (e.g., Azure/AWS) with a focus on: Security and regulatory compliance (NCUA, FFIEC, GLBA). Resiliency, performance, and cost optimization. Observability (logging, metrics, tracing, dashboards). Defines patterns for: Containerization and/or serverless workloads. API gateways, integration hubs, and secure connectivity to Symitar and other vendors. Messaging/event-driven architectures (e.g., for real-time alerts, fraud signals, member interactions). Establishes reference patterns for integrating AI/LLM capabilities into OCFCU workflows and member experiences, such as: Intelligent document processing (KYC, loan docs, servicing). AI-powered member support, agent assist, and knowledge retrieval. Analytics and decisioning enhancements (working with Data & Analytics teams). Partners with InfoSec and Risk to ensure AI use follows appropriate governance, privacy, and model/data protection practices. 4. Technical Leadership, Delivery Support & Handoff to Operations Embeds with OCFCU project teams and squads on critical initiatives as the lead architect, participating in design sessions, code/design reviews, and troubleshooting. Builds prototypes and reference implementations that: Demonstrate new patterns (e.g., new API gateway patterns, event bus usage, AI integration). De-risk complex integrations between core, digital banking, and external fintech partners. Provides hands-on guidance on API design, domain modeling (including domain-driven design where appropriate), data flows, and integration strategies around Symitar and other key platforms. Helps teams make thoughtful tradeoffs between the “ideal” architecture and practical delivery constraints, always ensuring a clear path toward the target state. Ensure solutions are fully prepared for handoff to Operations , including: Up-to-date architecture diagrams and system overviews. Runbooks, support models, and escalation paths. Defined SLOs/SLAs and capacity/performance expectations. Clear ownership boundaries between Application, Infrastructure, Security, and vendor teams. Collaborates closely with Infrastructure, Operations, and Service Desk teams to confirm monitoring, alerting, backup, and recovery procedures are in place before go-live. 5. Architecture Standards, Governance & Documentation Defines lightweight architecture principles and standards tailored to a credit union environment , focusing on member experience, security, resilience, and simplicity. Participates in or leads architecture/design reviews for major OCFCU initiatives, evaluating risk, reusability, and alignment with OCFCU's target architecture. Maintains clear, concise architectural documentation (diagrams, architecture decision records, standards) that engineers, operations, and auditors can rely on. Partners with InfoSec, Risk, and Compliance to ensure that architecture support OCFCU's obligations around data protection, business continuity, vendor management, and incident response. 6. Stakeholder Collaboration & Communication Translates complex technical topics into clear, non-technical language for OCFCU leadership, risk committees, and business partners-highlighting options, tradeoffs, and risks. Partners with leaders in Digital Banking, Core & Operations, Lending, Member Experience, and Data & Analytics to ensure architectures support their strategies and roadmaps. Contributes to OCFCU's multi-year technology roadmap, including: Core & digital modernization. Data & analytics platform evolution. Integration and automation capabilities. Mentors' senior engineers and technical leads in good architecture practices and patterns, helping to raise the architectural maturity across the organization. OTHER DUTIES: The preceding functions have been provided as examples of the types of work performed by associates assigned to this job classification. Credit Union Management reserves the right to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified associates can perform the essential functions of the job. Performs other work-related duties as assigned. 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. May be a disaster recovery team member or take directives from a disaster team recovery member. QUALIFICATIONS: Experience / Training / Education: 8+ years of experience in software engineering and architecture roles, with substantial hands-on design and implementation work. Education: Computer Science degree preferred. Demonstrated experience designing and delivering cloud-native solutions on a major cloud platform (Azure and/or AWS), including: APIs and microservices. Containerization and/or serverless. Messaging/event-driven architectures. Observability and reliability patterns. Proven experience decomposing legacy or vendor-centric environments and delivering stepwise modernization in production (e.g., core banking, digital banking, or similar transactional systems). Practical exposure to AI/ML/LLM-enabled solutions, such as integrating cloud AI services, building AI-backed features, or partnering with data science/analytics teams. Experience producing operational documentation (runbooks, support models, monitoring/alerting requirements) that enables effective, stable handoffs to Operations. Experience in financial services preferred, particularly banking or credit unions, with familiarity around NCUA, FFIEC, GLBA, and vendor risk considerations. Experience with CI/CD and DevOps practices (Infrastructure as Code, automated testing, deployment pipelines), data platforms (data warehouse/lake, analytics, BI), and API management platforms and/or service meshes preferred. Prior participation in or ownership of enterprise architecture practices preferred (road mapping, standards, reference architecture) even without direct people management. Knowledge / Skills / Abilities: Solid understanding of modern integration patterns: REST/GraphQL APIs, batch/EDI, messaging/streaming, and iPaaS/integration platforms. Strong grasp of security-by-design and compliance expectations for financial institutions, including: Authentication/authorization, secrets management, encryption, and secure connectivity. Auditability and logging practices are suitable for regulatory examinations. Comfortable reading and reviewing code in at least one modern language (e.g., C#, Java, Python, or TypeScript/Node.js). Excellent communication and collaboration skills with the ability to work across technology, risk, and business teams. Familiarity with core banking and digital banking platforms preferred (e.g., Symitar, Jack Henry ecosystem, digital banking providers, lending platforms). Ability to speak and hear to give and receive instructions and information to others in person and over the telephone. Other language skills are helpful. Ability to accurately perform mathematical calculations. Ability to create and maintain accurate reliable records. Requires good memory, knowledge retention skills and ability to multi-task, prioritize projects and duties effectively. Requires excellent follow-through skills, member relations skills, and sound business judgment. Ability to interface with others in a positive and professional manner. Goal-oriented with a desire to work in a fast-paced and results-driven environment. 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. 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. The targeted annual salary range is $146,340.00 to $182,920.00. Final offer will be determined based on experience, education, training/certifications and specialized skills. We perform thorough background checks and credit checks. EOE

Exciting Opportunity at Orange County's Federal Credit Union Local So. CA. applicants preferred (Orange County) The targeted hourly rate range is $26.74 per hour to $33.42 per hour. Final offer will be determined based on experience, education, training/certifications and specialized skills. 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 Federal 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 Federal Credit Union is currently $2+ billion in assets & growing. Generous benefits include: Anthem Vivity HMO & Delta Care USA Dental - Orange County's Federal Credit Union (OCFCU) covers 100% of the associates' monthly premium Life insurance at no cost to employees. 401(k) - OCCU automatically contributes 3% of the employee's earnings PLUS matches up to 5% 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 rolls over year to year Paid Holidays - 11 days per year plus 3 partial days Annual performance merit increases Professional and personal development programs, including educational grants up to $2k 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 direction and supervision, this role bridges business strategy and data, delivering insights that drive member acquisition, retention, engagement, and growth. The ideal candidate is detail-oriented, collaborative, and skilled in turning complex data into actionable business recommendations. ESSENTIAL FUNCTIONS: Partner with Marketing, Product, and Analytics teams to align business strategy with actionable data insights. Analyze member behavior, product performance, and digital channel effectiveness to identify growth opportunities. Build segmentation models, predictive analytics, and attribution frameworks to measure ROI and member lifetime value (LTV). Deliver clear reporting and dashboards using SQL Server, Power BI, Excel, and Looker. Leverage familiarity with Microsoft Azure services to support data analysis and reporting. Conduct market and competitive research, focusing on financial services and Fintech trends. Provide insights to support digital product launches, campaign measurement, and member engagement strategies. Collaborate with IT, Data Engineering, and Compliance teams to ensure data integrity, governance, and regulatory compliance. Present actionable insights and recommendations to executives and business stakeholder. QUALIFICATIONS - Education & Experience: Bachelor's degree in business Analytics, Statistics, Economics, Computer Science, or related field. 3+ years of analytics or business analyst experience in financial services, banking, credit unions, or Fintech. Strong hands-on experience with SQL Server, Power BI, Excel, and Looker. Familiarity with Microsoft Azure services. Experience with Tableau and Python a plus. Familiarity with compliance and regulatory requirements (e.g., Reg Z, UDAAP, GLBA, data privacy standards). Experience working in an Agile or fast-paced tech environment . Experience with Google Analytics and Google Tag Manager (GTM) a strong plus. Skills & Abilities Strong understanding of digital marketing analytics, funnel analysis, attribution models, and LTV. Ability to translate business requirements into actionable data insights. Excellent communication and presentation skills for both technical and non-technical stakeholders Organized, detail-oriented, and skilled at managing time-sensitive projects. We perform thorough background and credit check. EOE

At Orange County's Federal Credit Union , we don't just offer banking services, we create meaningful relationships that empower our members and enrich our community. With over 85 years of trust, $2.5+ billion in assets, and 140,000+ members, we've built a reputation for excellence-and we're just getting started. Our commitment to people, performance, and purpose has earned us the #1 spot in the Orange County Register's 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 OCFCU'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.

Partners Federal Credit Union - Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members. For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience. At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent-individuals who are inspired by our Members' financial dreams and committed to meaningful work. Whether you're offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way. Here, you'll find more than just a job. You'll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks-because we believe that when people feel supported, they thrive. Join us-and experience what it means to truly love what you do. The Member Experience Professional II is a key role dedicated to delivering exceptional financial services and support to our credit union members. This position involves identifying and cultivating a network of member contacts through various channels to create financial opportunities and drive sales. Responsibilities include conducting outbound calls as part of the Partners Sales and Service Member program, processing a wide range of financial transactions, and proactively identifying changes in members' banking needs to recommend relevant financial solutions. The Member Experience Professional II will also promote the credit union's objectives by cross-selling products and services, process consumer loans, and mentor other team members. With expert-level product knowledge, this role educates members on financial responsibility and manages new memberships and account services. Ensuring compliance with quality control standards, assisting with branch operations, and providing notary services and medallion signature guarantees are also essential duties. This position requires a high degree of flexibility and the ability to anticipate and address potential issues effectively. Job Responsibilities: Lead Generation and Networking • Identify and build a network of member contacts through qualified leads, referrals, telephone canvassing, and face-to-face interaction to create financial opportunities. Outbound Member Service and Sales • Conduct outbound calling as part of the Partners Sales and Service program to enhance member service and drive sales Transaction Processing • Process a wide range of financial transactions including deposits, withdrawals, transfers, payments, and check cashing for credit union members. Member Needs and Financial Solutions • Proactively identify changes in members' life events and banking needs to recommend relevant services and financial solutions. Cross-Selling and Promotion • Promote the credit union's objectives and promotions through advisory skills and cross-selling additional products and services to deepen member relationships and enhance profitability. Loan Processing and Mentorship • Process consumer loans, ensure loan documentation quality, and mentor other Member Experience Professionals in best practices. Product Knowledge and Member Education • Use expert-level product knowledge to communicate features and benefits of credit union products and services, educating members on financial responsibility. Membership Account Management • Process new memberships, open accounts, and handle service requests such as additional share accounts, savings services, checking, money market, and certificates. Quality Control and Compliance • Ensure all membership documents meet quality control standards, including CIP, OFAC, ChexSystems, etc. Branch Operations and Notary Responsibilities • Assist Member Experience Manager with the Internal Verification Program, complete departmental projects and reports, maintain flexibility to support branch needs, and perform notary services and medallion signature guarantees. KNOWLEDGE & SKILLS Minimum Education Required to Perform Job: High School or GED (required) Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 3 to 5 years Language Skills: Spanish (preferred) Certifications or Licenses Required: CA Notary NMLS Certification Medallion Signature Guarantee Certification - Preferred Other Training, Technical Skills, or Knowledge Required: Ability to use a personal computer and related software applications including Microsoft Outlook - Required Experience using Episys - Preferred Experience using Springboard - Preferred Experience using Verafin - Preferred Other Measurable Abilities Required: Excellent member service and conflict resolution skills Effective sales skills Strong problem-solving and decision making skills Clear and open communication skills Flexible; easily adapts to change Strong time-management skills & ability to multi-task Organized; good time manager Responsible; takes initiative and works independently Strong teamwork skills Two years' experience in the financial industry and credit unions is required. Two years' experience in teller cash handling and cash dispense machines is required. Experience in sales is preferred. Previous supervisory experience preferred Business/Work Environment: Shift work including weekends consists of hours outside of an 8 - 5 schedule to cover the hours of operation Other: Ability to travel from branch locations when required. Disclaimer The information contained in this job description has been designed to indicate the general nature and level of work performed by cast members within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of cast members assigned to this job. The hiring range for this position in California is $24.00 to $33.98 per hour. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. To learn more about our benefits visit: ****************************************

Join Our Team as a Staff Accountant After 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 Federal Credit Union, we don't just offer banking services, we create meaningful relationships that empower our members and enrich our community. With over 85 years of trust, $2.5+ billion in assets, and 140,000+ members, we've built a reputation for excellence-and we're just getting started. Our commitment to people, performance, and purpose has earned us the #1 spot in the Orange County Register's 2025 and 2024 Best Credit Union list, and the voices of our employees have earned us the Peter Barron Stark Award for Workplace Satisfaction . When you join us, you're not just taking the next step in your career; you're joining a team that loves where they work. 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 Federal Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required.

Exciting Opportunity at Orange County's Federal Credit Union Mortgage Lending Closer / Funder (Team production incentive bonuses for meeting goals) 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 Federal 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 Federal Credit Union is currently $2+ billion in assets & growing. Generous benefits including: Anthem HMO/PPO, Delta Dental, and Unum options - from day one Life insurance at no cost to employee. 401(k) - OCCU matches 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 Closer-Funder is responsible for timely, accurate and efficient home loan closing process. The Closer-Funder draws documents meeting Credit Union, investor and regulatory compliance requirements for all home loan types. The Closer-Funder coordinates with settlement agents, members, notaries, and all applicable parties for a successful closing. The Closer-Funder reviews executed loan documents for signatures, notarization, completeness, consistency and data integrity. The Closer Funder obtains and clears prior to funding conditions, prepares and requests wires, funds and confirms loan has been launched to servicing system accurately. The Closer-Funder maintains loan files. The Closer-Funder maintains funding pipeline by tracking expiration dates, compliance and funding timeframes. The Closer-Funder coordinates activities, and keeps all parties informed. Maintains appropriate electronic tracking. ESSENTIAL DUTIES: Review all information within the Loan Origination System required for accuracy to create loan documents. Prepare and deliver complete and accurate closing documents meeting all applicable guidelines in a secure manner to the appropriate escrow vendors. Check all executed loan documents for correctness and accuracy ensuring all conditions are met and imaged accordingly prior to funding. Responsible for communicating with mortgage loan processors, existing and prospective members and escrow vendors as needed to collect outstanding conditions, making sure they meet all applicable guidelines. Coordinating and confirming with escrow that the loan is ready to fund. Funding loan, wire necessary funds, updating loan origination system and notifying escrow with funding figures within the required time frame. 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. Effectively conveys information. Communicates with immediate supervisor and the team keeping others advised of progress and/or situations. Displays behavior that matches the value of Mutual Respect by relating favorably at all levels within the organization. OTHER DUTIES: Performs other work-related duties as assigned. May be a disaster recovery team member or take directives from a disaster team recovery member. QUALIFICATIONS: Experience/ Training/ Education: High school education or equivalent. Three to Five years funding First and Second Lien Position Mortgage Loans, in a fast-paced environment, which would provide a thorough knowledge of modern office practices and procedures. Knowledge/ Skills/ Abilities: Knowledge of state and federal regulations as they relate to residential mortgage/home loan applications, credit union rules, regulations, and policies. Effective communication skills both verbally and in writing and excellent telephone manner. Must have personal computer skills and be proficient with Microsoft programs at an intermediate skill level. The targeted hourly rate range is $25.00 to $28.00. Final offer will be determined based on experience, education, training/certifications and specialized skills. We perform thorough background checks, credit checks and pre-employment drug screening. EOE

The duration of this position is Limited term for 6-8 months. Candidates selected must be available to work 2-3 days per week at our Operation Center located in El Segundo California. Supports the Enterprise Risk & Control Manager in all aspects of the enterprise-wide risk management program. Responsibilities include facilitating the identification of risks throughout the organization, developing, reporting, and monitoring formats on risk management issues and developing methodologies for the assessment of risks throughout the organization. The analyst will work closely with all business units and provide back-up support to other areas under the oversight of the Enterprise Risk Manager. NATURE AND SCOPE OF POSITION: This position works with a minimal amount of supervision and direction and is authorized to take reasonable actions to carry out the assigned responsibilities of the position provided that such actions are consistent with cost effective practices and consistent with the policies and procedures of Human Resources and Kinecta Federal Credit Union. SUPERVISORY RESPONSIBILITIES: This position has no direct supervisory responsibility but will lead projects and other assignments and may oversee the work of others on assigned projects. ESSENTIAL DUTIES AND RESPONSIBILITIES: Implement and maintain the ERM framework and supporting program and procedures Implement risk assessment methodologies and systems Facilitate the identification of risks utilizing appropriate tools and techniques such as the assessment of identified risks, compilation of the risk registers, and development of risk response/mitigation plans Report and track all relevant ERM matters including findings and recommendations to relevant stakeholders Establish and maintain a risk management philosophy and culture within the organization Provide guidance in the identification, assessment, management, and resolution of enterprise risk challenges Collaborate closely with business managers to define action plans in response to findings Collaborate closely with businesses to identify and track gaps across existing controls or processes Provide operational support to other Enterprise Risk areas including Investigations, Risk Operations, Business Continuity, Security, and Vendor Management Compile and analyze data and key metrics used in dashboard reporting Demonstrate a strong sense of urgency in responding to escalated issues and ability to adapt to changing priorities Ability to thrive in a fast-paced work environment NON-ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs other duties including special projects as assigned. MINIMUM QUALIFICATIONS Knowledge, Skills and Abilities: Good working knowledge of State and Federal laws and regulations pertaining to financial institutions (i.e., BSA, AML, OFAC, USA Patriot Act, Reg.) Excellent communication skills with the ability to present ideas at all levels Excellent computer skills Excellent analytical and problem-solving skills Excellent excel application knowledge Ability to learn and apply new information or skills Ability to deal with highly confidential information in a professional manner Ability to work independently with little supervision and work under intensive deadlines Highest level of professionalism and self-motivated Ability to follow complex methods and procedures in diverse tasks Education, Training and Experience: Potential candidates for this position must meet the following requirements: Bachelor's or advanced degree in business or related field preferred degree or equivalent 3-5 years of experience Minimum of 2-3 years of experience in enterprise risk management, audit, security, or compliance in a financial institution Knowledge in Risk Analysis, Risk Management, and Fraud/Investigation tools. One year of relevant professional-level work experience may be substituted for one year of required education. WORKING CONDITIONS : The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc. The job may require flexibility with regards to scheduling days, hours, and work location, depending on business needs. The job is typically sedentary but may require standing and walking up to 35% of the work time to transfer files, ask questions, and related activities. Required to travel to work sites or other sites for events. PHYSICAL ABILITIES, MENTAL DEMANDS, AND WORK ENVIRONMENT Individual should be able to exercise sound judgment, be able to plan, be well organized, have excellent oral and written communications skills, work well under pressure, take the initiative, and be flexible and cooperative. The individual should also be accurate, timely, and respect confidentiality concerning employee information and company records. While performing the job duties of this position, the employee is regularly required to sit; talk or hear in person and by telephone; use hands to operate standard office equipment; reach with hands and arms; lift minimum 10 lbs. The employee is frequently required to walk and stand. Specific vision abilities required by this job include close vision and the ability to adjust focus to read and operate office equipment as necessary during the course of the work assignments. The employee works under typical office conditions and noise levels. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Exciting Opportunity at Orange County's Federal 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 Federal 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 Federal 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 Federal 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. 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. 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

Role This entry-level position performs assigned Teller tasks associated with the processing of member transactions such as receiving and disbursing funds, posting deposits, loan payments and processing mail transactions as required. Reporting to the Assistant Branch Manager, the BSR position is accountable for meeting or exceeding pre-established Sales & Service Goals. Major Duties and Responsibilities Provide exceptional member service, assist members with opening share and certificateaccounts, answer questions about products and services and resolves problems that are within their authority to resolve. Assists members with opening and closing accounts; answers questions about products and services and resolves member problems; refers problems that are beyond their authority to the branch manager. Assists members with financial transactions such as: deposits, withdrawals, transfers, loanpayments, stop payments, account maintenance, member resolution, check cashing, etc. Assess member needs through probing questions and provide solutions to those needs with SCU products and services. Meet or exceed credit union sales and service goals through the BSR scorecard program. Good working knowledge of Funds availability Act (Regulations CC) and Currency Transaction Reporting (CTR). Maintain Production standards so that tasks are completed with minimal overtime. Ensure Balancing Standards and Controllable Loss Guidelines are adhered to at all times. Acts as a liaison between Members and various organization and departments. Maintain a clean and neat workstation with a working supply of promotional materials and forms. Performs other duties as assigned. Knowledge and Skills Experience: One year or more of related experience. Education: A high school education or GED. Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion. Other Skills: PC proficient, ability to operate a computer, computer keyboard and a 10-key calculator. This Job Description is not a complete statement of all duties and responsibilities comprising this position. Southland Credit Union is an Equal Opportunity Employer. Salary Minimum USD $20.00/Hr. Salary Maximum USD $27.00/Hr.

JOB TITLE: Home Loan Advisor - In Market DEPARTMENT: Home Loans Production STATUS: Non-Exempt PAY RANGE: $29.81 - $29.81 Hourly GENERAL DESCRIPTION: The In-Market Home Loan Advisor is responsible for home loan production from assigned branches and the local mortgage market. They will work closely with the Branch Managers, local realtors and other market sources to generate home loan referrals. The advisors will be responsible for creating production strategies that will enhance the credit union's market share in their assigned market(s). The advisor is responsible for generating and responding to inquiries and referrals from their assigned branches. Interviews applicants to analyze financial and credit information, assist with financing objectives, advises on products, pricing, and gathers any other information required. The advisor will also be responsible for self-sourcing home loans from the local mortgage market by representing the credit union accordingly. The Advisor ensures exceptional service by maintaining a thorough understanding of lending programs, policies, procedures and regulatory requirements. TASKS, DUTIES, FUNCTIONS: Originate home loans by maintaining exceptional service levels and product knowledge. Discuss our home loan products and programs via phone, email or in person. Work with branch management and staff to educate and strategize to increase home loan production from our members. Work with branch management to develop market strategies to drive new membership and home loans to the credit union. Work with realtors and other business partners in the market their assigned branches are located. Maintain membership in realtor groups and attend business development events such as mixers, local fairs and any other event that can build the home loans brand and production. Obtain and analyzes pertinent financial and credit data. Provide initial assessment of the loan and product qualifications. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including, RESPA, HPML, HOEPA, HCML, HMDA, Fair Lending and bank secrecy and anti- money laundering laws appropriate to the position. Monitor home loan pipeline to ensure loans are attended to promptly, efficiently and accurately to the established home loan pipeline standards. Negotiate with members on counter offers or communicate declinations when their initial request cannot be met due to program limitations such as maximum loan-to-value, debt-to-income, valuation, reserves, etc. Demonstrate the ability to delicately handle difficult situations while maintaining complete professionalism. Interact with other advisors and fulfillment staff to ensure proper procedural compliance, team collaboration and atmosphere. Consistently notate conversations with member in LOS to ensure proper communication. Additional duties as assigned by Management. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Effective oral and written communication skills required to interact with members, branches, contact center staff and other outside contacts on the telephone, e-mail or in-person. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. Effective technology and reporting skills are required to direct and mange origination activities. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of Staff/Management/Members/Third Parties. EXTERNAL: Realtors/Vendors/Organizations/Select Employer Groups/Other Business Partners. QUALIFICATIONS: EDUCATION: Successful completion of High School curriculum , or equivalent work experience is required. EXPERIENCE: 2 years or more of mortgage loan origination experience. KNOWLEDGE/SKILLS: Exceptional member service and member relation skills. Strong credit analysis and general financial analysis. Current working knowledge of the mortgage industry. Full knowledge of FNMA/FHLMC-Secondary Market and FHA Strong oral and written communication skills. Advisory and consultative home loans skills. Working knowledge of financial calculators, personal computer, copier, facsimile, etc. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Occasional bending and stooping, as may be required to accomplish work LICENSES/CERTIFICATIONS: MLO Registration required: An individual in this position has been determined to be a Mortgage Loan Originator as defined by the S.A.F.E Act and whose responsibilities include taking applications and discusses terms or negotiates rates on loans secured by real property. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 10/24/2025

Job Description At Orange County's Federal 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 Federal 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 (Personal Banker), you'll be the face of our credit union, providing a range of services that go beyond basic transactions. Handle teller transactions, open new accounts, refer consumer loan applications, and other services 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, 2+ years recent of teller and opening new accounts experience is required. Sales & Communication Skills: 2+ years experience cross-selling and referring financial 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. 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 OCFCU'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. Will also have expertise in the following; teller transactions, opening new accounts, AND experience 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) 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 an employer match up to 6%. Work-Life Balance: 13 days of vacation and seven (7) sick days annually and paid holidays. Recognition & Growth: Annual merit increases, discretionary and referral bonuses, as well as educational grants up to $1,000 per year. Orange County's Federal Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required.