Relationship Banker -Lake Forest
About The Position
At Orange County’s Federal Credit Union (OCFCU), banking is built around personal service and long-term member relationships. The Relationship Banker, also described as a Personal Banker or Member Service Representative (MSR), serves as a trusted financial partner, combining member service, sales, and problem-solving to help members navigate their financial needs. The role handles teller transactions, opens accounts, assists with consumer loan applications, recommends suitable products and services, and resolves member questions and concerns. The position is associated with the Lake Forest location. Mandarin fluency is preferred. The schedule requires Monday–Saturday availability, with weekday hours between 8:00 a.m. and 6:30 p.m. and Saturday hours between 8:00 a.m. and 2:30 p.m. Compensation varies by level and experience: Member Service Rep IV pays $23.00–$25.00 per hour, and Senior Rep I–II pays $25.50–$27.00 per hour. Pre-employment background and credit checks are required.
Requirements
- At least 2 years of recent experience in a bank or credit union.
- Hands-on experience with teller transactions, new account openings, and consumer lending.
- At least 2 years of experience cross-selling and referring financial products.
- Clear, friendly communication skills and a professional, approachable manner.
- Comfort learning and using multiple systems and platforms.
- Availability Monday through Saturday; weekdays between 8:00 a.m. and 6:30 p.m. and Saturdays between 8:00 a.m. and 2:30 p.m.
- Completion of required pre-employment background and credit checks.
Nice To Haves
- Mandarin fluency.
Responsibilities
- Handle teller transactions accurately and with care.
- Open new accounts and guide members through consumer loan applications.
- Proactively recommend products and services that fit members’ needs.
- Resolve member questions and concerns using a consultative, relationship-focused approach.
- Build lasting trust and relationships with members.
Benefits
- Comprehensive health coverage, including Anthem, Delta Dental, and VSP, effective from the first day.
- Employer-paid life insurance.
- 401(k) plan with employer matching up to 6%.
- 13 vacation days annually.
- Seven sick days annually.
- Paid holidays.
- Annual merit increases.
- Annual discretionary bonus.
- Quarterly incentive bonuses.
- Educational grants of 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
