Floating Personal Banker - Traveling Representative

O. C. Credit Union • Santa Ana, CA

1d • Hybrid

About The Position

The Floating Personal Banker, also known as a Traveling Representative, works across multiple branches of Orange County's Federal Credit Union (OCFCU) to cover vacations or leave. The position offers a personalized schedule in 2-3 week periods, with work locations assigned based on business operations. You will have an assigned home branch (currently Downtown Santa Ana) and be reimbursed for mileage traveled beyond your standard route. This role provides exposure to many leaders and colleagues across different branches. OCFCU is a credit union with over 85 years of history, $3+ billion in assets, and over 145,000 members, known for its people-first philosophy and award-winning workplace culture.

Requirements

• 2+ years of recent experience in a bank or credit union
• Hands-on experience with teller transactions, new account openings, and consumer lending
• 2+ years cross-selling and referring financial products
• Clear, friendly communication—professional but approachable
• Comfortable learning and using multiple systems and platforms
• Monday–Saturday availability
• Weekdays between 8:30 AM–6:30 PM and Saturdays 8:30 AM–2:30 PM
• Ability to commute throughout our branch network (Orange County, Chino, and Long Beach)

Responsibilities

• Deliver exceptional experiences by handling teller transactions with accuracy and care
• Open new accounts and guide members through consumer loan applications
• Proactively recommend products and services that truly fit member needs
• Resolve questions and concerns with a consultative, relationship-focused approach
• Create trust that lasts beyond the transaction—and keeps members coming back

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed