Relationship Banker - Mission Viejo

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

Benefits offered by this job

Health coverage

401(k) with employer match

Paid vacation and sick days

Paid holidays

Educational grants up to $1,000 per yr

Job summary

Orange County's Federal Credit Union seeks a Relationship Banker in Mission Viejo to blend service, sales and problem-solving for members navigating their finances. You will handle teller transactions, open new accounts, and guide consumer loan applications with a consultative approach.

Ideal candidates have 2+ years in banking, strong cross-selling skills, clear communication, and comfort using multiple systems.

Qualifications

• 2+ years of recent banking or credit union experience.
• Experience with teller transactions, new accounts, and consumer lending.
• 2+ years of cross-selling financial products.
• Clear, friendly communication - professional yet approachable.
• Ability to learn and use multiple banking systems.
• Schedule flexibility: Mon-Sat, 8 AM-6:30 PM; Saturdays 8 AM-2:30 PM.

Responsibilities

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

Skills

Banking experience

Cross-selling

Communication skills

Tech literacy

Flexible schedule

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Relationship Banker - Mission Viejo

7 days ago Requisition ID: 2806

Salary Range: $23.00 To $27.00 Hourly

Build Relationships. Build Futures. Build Your Career.

At Orange County's Federal Credit Union (OCFCU), banking is personal - always has been. For more than 85 years, we've helped our members reach life's milestones by building real relationships, not pushing transactions. With $3+ billion in assets and 145,000+ members, we're proud of where we've come from—and excited about where we're going next.

Our people-first philosophy isn't just a tagline. It's why we've been named #1 Credit Union by the Orange County Register for several years and most recently 2024 & 2025! We're also honored with workplace satisfaction - driven directly by employee voices. When you join OCFCU, you're joining a workplace where people genuinely enjoy coming to work and feel empowered to do meaningful, impactful work every day.

As a Relationship/Personal Banker/Member Service Representative (MSR), you're more than the face of the branch-you’re a trusted financial partner. You'll blend service, sales, and problem-solving to help members confidently navigate their financial journeys.

What you'll do:

• 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 truly 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

You'll bring:

• Banking Experience:
  • 2+ years of recent 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
• Tech Savvy:
  • Comfortable learning and using multiple systems and platforms
• Schedule Flexibility:
  • Monday-Saturday availability
  • Weekdays between 8 AM-6:30 PM and Saturdays 8 AM-2:30 PM

We believe great talent deserves fair, transparent pay- and room to grow. Hourly pay is based on experience, internal equity, and level:

Member Service Rep IV - $23.00-$25.00 per hour

Senior Rep. I - II - $25.50 - $27.00 per hour

Why OCFCU?

• Award-winning workplace culture
• Clear growth paths and internal mobility
• 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.