New Accounts Banker - Santa Ana (St. Andrew) at O. C. Credit Union

Santa Ana, California, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Jun, 26

Salary

21.0

Posted On

08 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Teller Transactions, New Account Opening, Cross-Selling, Customer Service, Consultative Approach, Cash Handling, Sales, Communication, Integrity, Software Usage

Industry

Banking

Description

At Orange County’s Federal Credit Union, we don’t just offer banking services, we create meaningful relationships that empower our members and enrich our community. With over 85 years of trust, $2.5+ billion in assets, and 140,000+ members, we’ve built a reputation for excellence—and we’re just getting started. Our commitment to people, performance, and purpose has earned us the #1 spot in the Orange County Register’s 2024 Best Credit Union list, and the voices of our employees have earned us the Peter Barron Stark Award for Workplace Satisfaction. When you join us, you’re not just taking the next step in your career; you’re joining a team that loves where they work. Why Work With Us? * Make a Difference: If you're passionate about serving people, this role offers a unique opportunity to positively impact your community. * Grow With Us: We provide a clear path for career advancement, supported by professional and personal development programs. * Be Valued: From day one, you'll receive generous benefits, including top-tier health insurance, a robust 401(k) plan, and paid holidays. Your Role: As a Member Service Representative, you'll be the face of our credit union, providing a range of services that go beyond basic transactions. * Handle teller transactions and eventually learn to open new accounts with accuracy and a friendly demeanor. * Cross-sell products and services, helping members discover solutions that meet their financial needs. * Resolve any issues with a consultative approach that builds trust and long-term relationships. What We're Looking For: * Experience: Within a banking or credit union environment, recent Teller AND New Accounts experience is required. * Sales & Communication Skills: Proven ability to cross-sell and refer products and services effectively. Ability to write and speak in an approachable yet professional manner. * Technology: Ability to understand and use various systems and software. * Availability: Must be available Monday through Saturday, with schedules varying between 8:30 AM and 6:30 PM on weekdays and 8:30 AM to 2:30 PM on Saturdays. * Integrity: Willingness to undergo thorough background and credit checks. Compensation: We value your experience and skills, and our competitive hourly rates reflect that. Final offers are based on qualifications, internal equity, and the level of position offered. Below are OCFCU’s branch job levels with their corresponding hourly pay: * Member Service Rep. I: $20.00 (requires minimum two years of customer service and cash handling experience) * Member Service Rep. II: $20.50 (requires minimum six-months recent Teller experience) * Member Service Rep. III: $21.00 (requires minimum one year recent Teller experience and six-months of New Accounts experience) * Member Service Rep. IV: $22.00 - $24.00 (requires minimum two years within the credit union/banking industry, including one year recent universal banker experience. The universal banker will have expertise in the following; teller transactions, opening all types of accounts, AND experience with consumer loans and other complex banking services) Perks & Benefits: * 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 a 6% employer match, dollar for dollar. * Work-Life Balance: 13 days of vacation and seven (7) sick days annually plus paid holidays. * Recognition & Growth: Annual merit increases, discretionary bonuses, and educational grants up to $1,000 per year. We perform thorough background checks and credit checks. EOE.

Responsibilities

The role involves handling teller transactions and eventually learning to accurately open new accounts with a friendly approach. Responsibilities also include cross-selling products and services and resolving member issues using a consultative method to build trust.