Personal Banker - Santa Ana at O. C. Credit Union

Santa Ana, California, United States -

Full Time

Start Date

Immediate

Expiry Date

23 May, 26

Salary

25.5

Posted On

22 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Teller Transactions, New Account Opening, Consumer Loan Referrals, Cross-selling, Consultative Approach, Member Service, Relationship Building, Technology Usage, Professional Communication

Industry

Banking

Description

At Orange County's Federal Credit Union, we believe in creating a workplace where every voice matters. We are proud recipients of the Peter Barron Stark award for highest associate satisfaction, a testament to our commitment to workplace excellence. With over 85 years of experience, $2.5+ billion in assets, and 140,000+ members, we're not just a financial service provider—we're a community that puts people first. Join a professional, welcoming, and collaborative environment where your contributions are recognized and celebrated. At Orange County's Federal Credit Union, we don't just hire employees; we build a team dedicated to excellence in member service. Your Role: As a Member Service Representative (Personal Banker), you'll be the face of our credit union, providing a range of services that go beyond basic transactions. * Handle teller transactions, open new accounts, refer consumer loan applications, and other services 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, 2+ years recent of teller and opening new accounts experience is required. * Sales & Communication Skills: 2+ years experience cross-selling and referring financial 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. 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. 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. Will also have expertise in the following; teller transactions, opening new accounts, AND experience with consumer loans and other complex banking services) * Senior Branch Rep. I - II: $24.50 - $25.50 (requires minimum three years recent universal banker experience as described above PLUS recent experience handling escalated issues, and helping with various senior level responsibilities) 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 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, discretionary and referral 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.

Responsibilities

The Personal Banker acts as the face of the credit union, handling teller transactions, opening new accounts, and referring consumer loan applications with accuracy and friendliness. They must also cross-sell products and services while resolving member issues using a consultative approach to build trust.