9 Member Operations Account Specialist II Jobs in Santa Ana, CA
Orange County Credit Union is Hiring a Member Operations Account Specialist II Near Santa Ana, CA
As The Member Operations Account Administration Specialist II, You Are a Liaison To Both Internal Associates And External Members And Expected To Have An Expert Level Understanding And Working Knowledge Of The Following Processes
- Levies
- Subpoenas
- Backup Withholding
- Escheats
- All Vesting Account Types
- Deceased processes
- Power Of Attorneys (POA)
- Trusts
- IRA Accounts
Qualifications
- High school education or equivalent.
- Mastery of all the essential functions of a Teller, Legal Processes Specialist I, and Call Center positions and all associated processes. Recognized by peers and leaders as a Subject Matter Expert for knowledge and service excellence
- Minimum of two years of experience in a financial services front line or call center position which would provide thorough knowledge of deposit and loan account products and services and member service.
- Working proficiency with modern office practices and procedures, including personal computer skills with core systems used to service financial accounts.
- Ability to learn new software and systems quickly and proficiently.
- Ability to read and decipher technical briefs and regulatory updates
- Working knowledge of basic Federal and State regulations that impact financial institutions and account/ loan maintenance and activity.
- Final offers are based on qualifications, internal equity, and the level of position offered. The hourly pay range for the Member Operations Account Administration Specialist II is $23.00 - $26.00.
- We perform thorough background checks, credit checks and pre-employment drug screening. EOE
- Anthem Vivity HMO & Delta Care USA Dental – OCCU covers 100% of the associates' monthly premium.
- Life insurance at no cost to associates.
- 401(k) – OCCU automatically contributes 3% of the associate's earnings PLUS matches up to 5% of the associate's contribution (dollar for dollar).
- Vacation hours – 13 days per year, rolls over year-to-year and increases with tenure.
- Sick hours – 7 days per year and rolls over year to year.
- Paid Holidays
- Annual performance merit increases
- Professional and personal development programs, including educational grants up to $2k per year and step progression opportunities.
- Annual discretionary bonus (2022 was over 7 %!)
- Professional, welcoming, and collaborative work environment focused on achieving goals, recognizing successes, and excelling at member service.
Job Summary
Full Time
Banking
$49k-61k (estimate)
06/29/2024
07/27/2024
orangecountyscu.org
SANTA ANA, CA
200 - 500
1938
$50M - $200M
Banking
Related Companies
About Orange County Credit Union
Welcome to Orange County's Credit Union! Originally chartered in 1938, today the Credit Union serves more than 116,000 Members in Orange, Los Angeles, Riverside, and San Bernardino Counties. The Credit Union reports an asset size exceeding $2 billion and employs more than 300 happy Associates. Its no wonder Orange Countys Credit Union has been recognized as a great place to work and to bank. - 2019, 2016, 2013, & 2008 Peter Barron Stark Award for Workplace Excellence - 2018 Credit Union Journal Best Places to Work Award - 2014 & 2010 OC Register Top Workplace Award Work With Us! Orange Coun...tys Credit Union places a strong emphasis on work/life balance and promotes an environment centered on ethical values. This results in an open and honest atmosphere where Associates are able to leverage their strengths to achieve personal growth and development, both in and outside of the workplace. Become part of Orange County's Credit Union! Check out the exciting opportunities today.
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