Personal Banker - Anaheim

O. C. Credit UnionAnaheim, CA
3d$21 - $26

About The Position

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.

Requirements

  • 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.

Responsibilities

  • 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.

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.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

No Education Listed

Number of Employees

101-250 employees

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