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Call Center Team Leader

07/19/2019Call Center
Job Location: Santa Ana, CA
Metro Area: CA - Orange County
Company Name: Orange County's Credit Union
1701 E. St. Andrew Pl
Santa Ana, CA 92705
Contact Name:
Willy Ching
Orange County's Credit Union
Search more local Orange County's Credit Union call center jobs on:
Orange County's Credit Union Career Site
Best of the best. Through the opinions and voices of our associates, Orange County’s Credit Union is honored to be ranked by the OC Register as one of the TOP 10 mid-sized workplaces in Orange County. Additionally, the 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 more than 80 years of experience serving over 107,000 members, Orange County's Credit Union is currently $1.6 billion in assets & growing. Excellent benefits include paid health insurance, generous time off benefits, 401(k) and a professional, friendly work environment focused on achieving goals, recognizing successes & excelling at Member service.

REQ# 3291 – Call Center Team Leader I, Full Time

Orange County’s Credit Union is a Top Workplace that sets 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.


· High school education or equivalent.

· One to three years relevant experience in a financial institution which would provide knowledge of financial products and services.

· Knowledge of credit fundamentals, including lending regulations B and Z.

· Completion of Credit Union Loan Officer and Soft Skills Training

· Possesses the proven ability to analyze financial information and make credit decisions.

· Prefer 6 months to 1 year of supervisory experience with a financial institution and/or Call Center leadership experience.

· Ability to accurately perform mathematical calculations.

Knowledge/ Skills/ Abilities:

· Possess a true desire to serve and to provide exception service at every encounter.

· Enthusiastic, positive oral communication that has the impact to elicit member confidence and security.

· Must possess advanced written communication skills and etiquette appropriate with higher level member interactions.

· Computer knowledge and proficiency normally expected in professional environment including Microsoft programs, Outlook scheduling, and the ability to navigate effectively on the internet

· Must be proficient in written and oral communication skills, including the ability to speak and hear to give and receive instructions and information to others in person and over the telephone. Other language skills helpful.

· Ability to accurately perform mathematical calculations.

· Ability to interface with others in a positive and professional manner.

· Ability to multi-task effectively and to prioritize projects and duties to meet member needs as a first priority.

· Requires good memory and knowledge retention skills.

· Ability to discuss Credit Union Disclosures

· Certification necessary to successfully perform the following:

o Reg B and Reg Z

o HELOC & 2nd TD Loan Products

· Experience sufficient to perform trouble shooting, complex error reversal, system errors and other daily challenges

Schedule: Working hours may vary, must be flexible. Monday – Friday 8:00 am – 7:00 pm and Saturday 9:00 am – 2:00 pm

We perform thorough background checks and credit checks.


Candidates Must apply via our web site.

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