Floating Personal Banker
About The Position
The Floating Personal Banker works across multiple branches, moving as needed to cover vacations or leave. The position comes with a personalized schedule (in 2–3-week periods), assigning work locations based on business operations. You'll have an assigned home branch and be reimbursed for mileage traveled beyond your standard route. For this role, the home branch is currently Downtown Santa Ana. A key benefit is exposure and mentorships from many leaders and colleagues from each branch! As a Personal Banker / Member Service Representative (MSR), you’re more than the face of the branch—you’re a trusted financial partner. You’ll blend service, sales, and problem‑solving to help members confidently navigate their financial journeys.
Requirements
- 2+ years of recent experience in a bank or credit union
- Hands‑on experience with teller transactions, new accounts, 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. We have 11 branches, majority in Orange County, one in Chino, and one in 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
- Mileage reimbursement
- Exposure and mentorships from many leaders and colleagues from each branch
- Award-winning workplace culture
- Clear growth paths and internal mobility
- People before profits—always
- A team that supports each other and celebrates wins
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
