Personal Banker - St. Andrew (Santa Ana)
About The Position
At Orange County’s Federal Credit Union (OCFCU), banking is personal. For over 85 years, OCFCU has helped members reach life's milestones by building real relationships. With $3+ billion in assets and 145,000+ members, OCFCU is proud of its history and excited about its future. OCFCU has been recognized as #1 Credit Union by the Orange County Register for several years, including 2024 & 2025, and is honored for workplace satisfaction driven by employee feedback. Joining OCFCU means becoming part of a workplace where employees enjoy coming to work and feel empowered to do meaningful, impactful work. As a Personal Banker/Member Service Representative (MSR), you will be the face of the branch and a trusted financial partner, blending service, sales, and problem-solving to help members navigate their financial journeys.
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
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
- Comprehensive health coverage, including Anthem, Delta Dental, and VSP, effective from your first day.
- Life insurance at no cost
- 401(k) plan with an employer match up to 6%
- 13 days of vacation and seven (7) sick days annually
- Paid holidays
- Annual merit increases
- Discretionary and referral bonuses
- 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
