Relationship Banker & Personal Finance Advisor

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

Benefits offered by this job

Health Coverage

401(k) plan with employer match up to

Paid holidays

Vacation and sick days

Job summary

Orange County's Federal Credit Union (OCFCU) is seeking a Relationship/Personal Banker/MSR to blend service, sales, and problem-solving as you guide members through their financial journeys in a welcoming branch setting.

Two-plus years of banking experience, strong cross-selling ability, and clear, friendly communication are essential; Mandarin fluency is preferred. This on-site role offers weekday and Saturday hours with competitive hourly pay and a path for growth.

Qualifications

• 2+ years of recent banking or credit union experience.
• 2+ years cross-selling and referring financial products.
• Mandarin fluency preferred.
• Clear, friendly communication—professional yet approachable.

Responsibilities

• Deliver exceptional teller experiences 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 engaged.

Skills

Banking Experience

Sales & Communication

Mandarin Fluency

Tech Savvy

Customer Service

Job description

Orange County's Federal Credit Union (OCFCU) is seeking a Relationship/Personal Banker/MSR to blend service, sales, and problem-solving as you guide members through their financial journeys in a welcoming branch setting.

Two-plus years of banking experience, strong cross-selling ability, and clear, friendly communication are essential; Mandarin fluency is preferred. This on-site role offers weekday and Saturday hours with competitive hourly pay and a path for growth.