Branch Team Lead - Santa Ana (St. Andrew)
About The Position
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 2025 and 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. Your Role as Branch Team Lead: 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, assist with consumer loan applications, and fund loans with accuracy and a friendly demeanor. Cross-sell products and services, helping members discover solutions that meet their financial needs. Resolve escalated, complex member and associate issues with a consultative approach that builds trust and long-term relationships. Be inspirational role model. Your behavior, qualities, and success serves as an example for others to emulate, inspiring them to develop or strive for similar achievements, often without direct instruction.
Requirements
- Experience: Identify member’s needs, process Teller transactions, open and fund a wide range of new accounts and loan types, and refer members to business partners for additional products and services including Investments, Mortgage Loan and Business Services. Resolve issues with a consultative approach that builds trust and long-term relationships with members and associates.
- Sales & Communication Skills: Cross-sell products and services, helping members discover solutions that meet their financial needs. Ability to write and speak in an approachable yet professional manner.
- Lead & Inspire – Assist with coaching and developing an all-star team that is motivated to exceed expectations.
- 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.
Responsibilities
- Handle teller transactions, open new accounts, assist with consumer loan applications, and fund loans with accuracy and a friendly demeanor.
- Cross-sell products and services, helping members discover solutions that meet their financial needs.
- Resolve escalated, complex member and associate issues with a consultative approach that builds trust and long-term relationships.
- Be inspirational role model. Your behavior, qualities, and success serves as an example for others to emulate, inspiring them to develop or strive for similar achievements, often without direct instruction.
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 dollar-for-dollar 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
