Personal Banker - Santa Ana
About The Position
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.
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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
101-250 employees
