Relationship Banker: Build Trust & Grow Members

Orange County's Credit Union; Santa Ana (CA); On-site; USD 32,000 - 37,000; Full time

Benefits offered by this job

Health Coverage

Life Insurance & 401(k)

Paid Time Off

Merit Increases & Bonuses

Educational Grants

Job summary

Orange County’s Federal Credit Union (OCFCU) is seeking a Relationship/Personal Banker/Member Service Representative to blend service, sales and problem-solving for members.

Based in Santa Ana, the role involves handling teller transactions, opening accounts, guiding loan applications, and proactively recommending products to fit member needs. Strong communication and multi-system proficiency are essential.

Qualifications

• 2+ years of recent banking experience in a bank or credit union.
• Hands-on experience with teller transactions, new account openings, and consumer lending.
• 2+ years cross-selling and referring financial products.
• Clear, friendly communication—professional yet approachable.
• Comfortable learning and using multiple systems and platforms.

Responsibilities

• 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 and keeps members coming back.

Skills

Banking Experience

Cross-selling

Communication

Tech Savvy

Schedule Flexibility

Job description

Orange County’s Federal Credit Union (OCFCU) is seeking a Relationship/Personal Banker/Member Service Representative to blend service, sales and problem-solving for members.

Based in Santa Ana, the role involves handling teller transactions, opening accounts, guiding loan applications, and proactively recommending products to fit member needs. Strong communication and multi-system proficiency are essential.