Relationship Banker & Personal Finance Partner

Orange County's Credit Union; Santa Ana (CA); Vor Ort; USD 32.000 - 37.000; Vollzeit

Benefits dieser Stelle

Award-winning workplace culture

Clear growth paths and internalmob

Health Coverage: comprehensive

401(k) employer match

Paid vacation and sick days

Bonuses and educational grants

Zusammenfassung

Orange County's Federal Credit Union (OCFCU) is seeking a Relationship/Personal Banker (Member Service Representative) in Santa Ana. You will blend service, sales, and problem-solving to help members navigate their financial journeys, including teller transactions, new accounts, and consumer loan applications.

The role requires 2+ years of banking experience, strong communication skills, and ability to cross-sell products. Schedule includes Mon–Sat hours, with pay ranges based on experience.

Qualifikationen

• 2+ years of recent experience in banking or credit unions.
• Clear, friendly communication—professional yet approachable.
• Strong cross-selling and referral of financial products.

Aufgaben

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

Kenntnisse

Banking experience

Customer service

Cross-selling

Communication

Financial guidance

Jobbeschreibung

Orange County's Federal Credit Union (OCFCU) is seeking a Relationship/Personal Banker (Member Service Representative) in Santa Ana. You will blend service, sales, and problem-solving to help members navigate their financial journeys, including teller transactions, new accounts, and consumer loan applications.

The role requires 2+ years of banking experience, strong communication skills, and ability to cross-sell products. Schedule includes Mon–Sat hours, with pay ranges based on experience.