Relationship Banking Specialist

California Credit Union; Santa Ana (CA); On-site; USD 52,000 - 76,000; Full time

Job summary

California Credit Union in Santa Ana seeks a results-driven Member Experience Specialist to build relationships, provide high-quality sales and service, and help members identify financial needs and suitable products. You will handle loans, accounts, and digital services, resolve inquiries, and promote bank products while maintaining compliance and delivering an exceptional member experience.

The role emphasizes outbound outreach, cross-selling opportunities, and timely follow-up to expand

Qualifications

• High School education or equivalent.
• Knowledgeable in new accounts and lending policies and procedures.
• Solid knowledge of sales and referral technique a must.
• Working knowledge of personal computers also required.

Responsibilities

• Develop member relationships by providing high-quality sales and service.
• Resolve member complaints quickly and accurately.
• Close loans with follow‑up and timely processing.
• Respond to member inquiries by phone, email, or in person.
• Promote credit union products and services to members.
• Open basic business accounts and various account types as needed.

Skills

Strong communication

Excellent member service

Sales results

Time management

Education

High School education

Tools

Personal computers

Job description

California Credit Union in Santa Ana seeks a results-driven Member Experience Specialist to build relationships, provide high-quality sales and service, and help members identify financial needs and suitable products. You will handle loans, accounts, and digital services, resolve inquiries, and promote bank products while maintaining compliance and delivering an exceptional member experience.

The role emphasizes outbound outreach, cross-selling opportunities, and timely follow-up to expand