Relationship Banker - St. Andrew, Santa Ana

$47,840 - $52,000/Yr

Orange County's Credit Union - Santa Ana, CA

Full-time - Entry Level

Santa Ana, CA

Credit Intermediation and Related Activities

About the position

The Relationship Banker at Orange County's Credit Union serves as a vital member service representative, responsible for providing a range of financial services to members. This role emphasizes building long-term relationships with members by understanding their needs, facilitating account openings, and cross-selling various financial products. The position is designed for individuals passionate about community service and personal growth within a supportive and collaborative environment.

Responsibilities

• Identify member's needs and open a wide range of new accounts and loan types.
• Handle teller transactions with accuracy and a friendly demeanor.
• Cross-sell products and services to help members discover financial solutions.
• Resolve issues with a consultative approach to build trust and long-term relationships.
• Refer members to business partners for additional products and services.

Requirements

• Two years of branch experience in opening and funding new accounts and loan types (credit union or retail banking).
• Proven sales and communication skills to effectively cross-sell and refer products and services.
• Ability to write and speak in an approachable yet professional manner.
• Familiarity with various systems and software.
• Willingness to undergo thorough background checks, credit checks, and drug screening.

Nice-to-haves

• Experience in a senior, lead, or MOD role in a branch setting.

Benefits

• 401(k) with a 3% automatic contribution and dollar-for-dollar match up to 5%.
• Dental insurance coverage.
• Health insurance coverage.
• Life insurance at no cost.
• Paid holidays.
• 13 days of vacation and 7 sick days annually.
• Annual merit increases and discretionary bonuses.
• Educational grants up to $2,000 per year.