Relationship Banker — Build Relationships & Grow

O. C. Credit Union; Santa Ana (CA); Presencial; USD 32.000 - 37.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Award-winning culture

Internal mobility opportunities

Health Coverage

Life Insurance

401(k) match

Educational grants

Descripción de la vacante

Orange County’s Federal Credit Union (OCFCU) is seeking a Relationship Banker to join the Santa Ana Downtown branch. In this role you’ll blend service, sales, and problem-solving to help members navigate their financial journeys with trust.

You’ll open new accounts, guide loan applications, and proactively recommend products that fit member needs, while delivering exceptional teller-level service. Spanish helpful and schedule includes Mon–Sat 8am–6:30pm.

Formación

• 2+ years of recent banking or credit union experience.
• Experience with teller transactions, new accounts, and consumer lending.
• 2+ years cross-selling and referring financial products.

Responsabilidades

• Deliver exceptional experiences by handling teller transactions with accuracy and care.
• Open new accounts and guide members through consumer loan applications.
• Proactively recommend products and services that fit member needs.
• Resolve questions and concerns with a consultative, relationship-focused approach.
• Create trust that lasts beyond the transaction.

Conocimientos

Banking Experience

Account Openings

Consumer Lending

Cross-Selling

Communication

Tech Savvy

Scheduling Flexibility

Descripción del empleo

Orange County’s Federal Credit Union (OCFCU) is seeking a Relationship Banker to join the Santa Ana Downtown branch. In this role you’ll blend service, sales, and problem-solving to help members navigate their financial journeys with trust.

You’ll open new accounts, guide loan applications, and proactively recommend products that fit member needs, while delivering exceptional teller-level service. Spanish helpful and schedule includes Mon–Sat 8am–6:30pm.