Relationship Banker - Anaheim
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 named #1 Credit Union by the Orange County Register for several years, including 2024 & 2025, and is recognized for workplace satisfaction driven by employee feedback. OCFCU is a workplace where employees enjoy coming to work and feel empowered to do meaningful, impactful work. As a Relationship/Personal Banker/Member Service Representative (MSR), you will be the face of the branch and a trusted financial partner. You will 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 account openings, and consumer lending
- 2+ years cross-selling and referring financial products
- Clear, friendly communication—professional yet approachable
- Comfortable learning and using multiple systems and platforms
- Monday–Saturday availability
- Weekdays between 8 AM–6:30 PM and Saturdays 8 AM–2:30 PM
Nice To Haves
- Mandarin, Spanish, or Vietnamese Fluency Preferred
- Mandarin Fluency Preferred
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
- 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, annual discretionary bonus and quarterly incentive 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
