Call Center Service Representative (Phone Banker)

Job overview

The Call Center Service Representative (Phone Banker) role is onsite in Santa Ana, CA during training and the initial 30 days; remote work may be considered afterward based on successful performance. Compensation is $20–$27 per hour, depending on level and qualifications. Orange County’s Federal Credit Union serves members through relationship-focused banking. The representative answers member questions about accounts, policies, and services, identifies products that fit member needs, and resolves escalated issues. The role contributes to member satisfaction and organizational goals through accurate service, referrals, and monitored call quality.

What you'll do

• Provide account, policy, and service information
• build member relationships and referrals
• cross-sell products that meet member needs
• assist with credit cards, fiduciary accounts, and more intricate services
• resolve escalated issues
• meet member survey, productivity, and quality assurance goals.

What we're looking for

Skills & competencies

call center

phone banker

member service

credit union

banking

account support

sales and referrals

santa ana ca

orange county’s federal credit union

$20–$27/hour

weekday shifts

two saturdays per month

Work arrangement

• Weekend coverage required

Benefits & perks

• Dental coverage from day one, no-cost life insurance, 401(k) contribution up to 6%, vacation and sick hours, paid holidays, annual merit increases, development programs, educational grants, and annual discretionary bonus.

Why this role

Remote work may be considered after training and 30 days of successful performance; schedule availability includes weekday shifts and two Saturdays per month.

About the employer

Orange County's Federal Credit Union is hiring for this role. Industry: Credit Unions. Sector: 52.