Orange County's Credit Union Jobs Hiring Now
Orange County's Credit Union is hiring for 8 open roles on Migrate Mate as of July 16, 2026, concentrated in business operations and AI (Artificial Intelligence). Migrate Mate updates Orange County's Credit Union's live openings daily. Orange County's Credit Union is a member-owned financial cooperative serving Southern California, offering personal and commercial banking, lending, and investment services.
Find Orange County's Credit Union JobsOverview
Orange County's Credit Union hiring data on Migrate Mate, as of July 16, 2026.
- Open jobs
- 8
- Top team
- Business Operations
- Seniority
- Across all levels
- Work type
- 13% remote or hybrid
- Top location
- Santa Ana
Open Roles at Orange County's Credit Union
Showing 8 of 8+ Orange County's Credit Union jobs
Build Relationships. Build Futures. Build Your Career.
At Orange County’s Federal Credit Union (OCFCU), banking is personal—and it always has been. For more than 85 years, we’ve helped our members achieve life’s most important milestones by building genuine relationships, providing trusted guidance, and putting people before transactions.
Today, with more than $3 billion in assets and 145,000+ members, we continue to grow while staying true to the values that have made us one of Orange County’s most respected financial institutions.
As a Centralized Financial Advisor, you’ll work with a steady flow of member referrals and leads while honing your consulting, relationship-building, and business development skills. You'll be supported by an established Wealth Management team while representing a broad range of investment and insurance solutions, including advisory accounts, mutual funds, ETFs, structured products, 529 plans, IRAs, annuities (fixed, indexed, and variable), stocks, bonds, life insurance, and long-term care insurance.
What You'll Do
- Manage member referrals, existing investment accounts, and leads generated through our Call Center.
- Conduct financial reviews and help members identify and pursue their financial goals.
- Prepare and present personalized financial plans, retirement strategies, and portfolio recommendations.
- Recommend investment and insurance solutions aligned with each member’s needs.
- Partner with mutual fund companies, insurance providers, broker/dealers, and Registered Investment Advisors (RIAs) to deliver exceptional service.
- Utilize digital advisory tools, including Guided Wealth Portfolios, to help members access modern investment solutions.
- Stay current on market trends, economic conditions, and investment products.
- Maintain compliant client records and documentation in accordance with FINRA and regulatory requirements.
What We're Looking For
- Minimum two years of experience in the sales and delivery of personal investment products and services, wealth management, banking, or insurance.
- FINRA Registration: Series 7, and Series 66 (or Series 63 & Series 65).
- California Life Agent with Variable Contracts Insurance License.
Why Join OCCU?
The annual forgivable draw against commissions is $70,304.00- Award winning workplace culture
- Clear growth paths and internal mobility
- People before profits—always
- A team that supports each other and celebrates wins
- 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, annual discretionary bonus and quarterly incentive 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.
Build Relationships. Build Futures. Build Your Career.
At Orange County’s Federal Credit Union (OCFCU), banking is personal—and it always has been. For more than 85 years, we’ve helped our members achieve life’s most important milestones by building genuine relationships, providing trusted guidance, and putting people before transactions.
Today, with more than $3 billion in assets and 145,000+ members, we continue to grow while staying true to the values that have made us one of Orange County’s most respected financial institutions.
As a Centralized Financial Advisor, you’ll work with a steady flow of member referrals and leads while honing your consulting, relationship-building, and business development skills. You'll be supported by an established Wealth Management team while representing a broad range of investment and insurance solutions, including advisory accounts, mutual funds, ETFs, structured products, 529 plans, IRAs, annuities (fixed, indexed, and variable), stocks, bonds, life insurance, and long-term care insurance.
What You'll Do
- Manage member referrals, existing investment accounts, and leads generated through our Call Center.
- Conduct financial reviews and help members identify and pursue their financial goals.
- Prepare and present personalized financial plans, retirement strategies, and portfolio recommendations.
- Recommend investment and insurance solutions aligned with each member’s needs.
- Partner with mutual fund companies, insurance providers, broker/dealers, and Registered Investment Advisors (RIAs) to deliver exceptional service.
- Utilize digital advisory tools, including Guided Wealth Portfolios, to help members access modern investment solutions.
- Stay current on market trends, economic conditions, and investment products.
- Maintain compliant client records and documentation in accordance with FINRA and regulatory requirements.
What We're Looking For
- Minimum two years of experience in the sales and delivery of personal investment products and services, wealth management, banking, or insurance.
- FINRA Registration: Series 7, and Series 66 (or Series 63 & Series 65).
- California Life Agent with Variable Contracts Insurance License.
Why Join OCCU?
The annual forgivable draw against commissions is $70,304.00- Award winning workplace culture
- Clear growth paths and internal mobility
- People before profits—always
- A team that supports each other and celebrates wins
- 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, annual discretionary bonus and quarterly incentive 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.
Job Roles at Orange County's Credit Union
Working at Orange County's Credit Union
Orange County's Credit Union's 8 open roles are across all levels, and about 13% are remote or hybrid. The most active teams are business operations and AI (Artificial Intelligence). Orange County's Credit Union is a member-owned financial cooperative providing personal banking, commercial lending, electronic payments, and financial advisory services across Southern California. Roles span branch banking, loan underwriting, information security, and enterprise technology. Most Orange County's Credit Union roles are based in Santa Ana, with some in Irvine and Long Beach.
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Browse jobs by roleOrange County's Credit Union Jobs: Frequently Asked Questions
How many jobs is Orange County's Credit Union hiring for right now?
Orange County's Credit Union is hiring for 8 open roles on Migrate Mate as of July 16, 2026, updated daily, concentrated in business operations and AI (Artificial Intelligence). Positions range from branch banking and loan underwriting to information security and enterprise architecture, reflecting the credit union's mix of member-facing and back-office functions.
What kinds of roles does Orange County's Credit Union hire for?
The most active teams are business operations and AI (Artificial Intelligence). Orange County's Credit Union hires across personal banking, commercial real estate lending, electronic payments, financial advisory, information security, and enterprise technology. Bilingual candidates, particularly those with Mandarin fluency, are noted in several branch banking postings. Most postings are across all levels.
Are Orange County's Credit Union jobs remote or in-person?
Mostly on-site. About 13% of Orange County's Credit Union's open roles on Migrate Mate are remote or hybrid as of July 16, 2026, with the rest based in Santa Ana. Each Orange County's Credit Union listing shows its work location so you can filter before applying.
How do I apply to a job at Orange County's Credit Union?
Find a role that fits your background in Orange County's Credit Union's listings on Migrate Mate, then follow the link through to Orange County's Credit Union's own careers page to submit your application directly. Orange County's Credit Union manages its own hiring process, including interviews and offers, independent of Migrate Mate.
Does Orange County's Credit Union hire entry-level?
Most of Orange County's Credit Union's open roles on Migrate Mate are across all levels as of July 16, 2026. Check individual Orange County's Credit Union listings for stated experience requirements.
Where is Orange County's Credit Union hiring?
Most Orange County's Credit Union roles are based in Santa Ana, with some in Irvine and Long Beach, and about 13% offer remote or hybrid work as of July 16, 2026. Migrate Mate shows the location on each listing.