Relationship Banker - Santa Ana, St. Andrew

Orange County's Credit Union•Santa Ana, CA

8d•$23 - $27•Onsite

About The Position

At Orange County’s Federal Credit Union (OCFCU), the Relationship Banker, also described as a Relationship/Personal Banker (Member Service Representative), acts as a trusted financial partner for members. The role combines member service, sales, and problem-solving to help members navigate their financial needs and build lasting relationships. The position is based at the Santa Ana, St. Andrew branch. Spanish fluency is preferred; the posting also lists Mandarin fluency as preferred. The position handles teller transactions, opens accounts, guides members through consumer loan applications, recommends relevant products and services, and resolves member questions and concerns. The schedule requires availability Monday through Saturday, during weekday hours of 8:00 a.m.–6:30 p.m. and Saturday hours of 8:00 a.m.–2:30 p.m. Hourly compensation depends on experience, internal equity, and level: Member Service Rep IV is listed at $23.00–$25.00 per hour, and Senior Rep I–II is listed at $25.50–$27.00 per hour. OCFCU describes opportunities for career growth and internal mobility. Pre-employment background and credit checks are required.

Requirements

At least 2 years of recent experience at a bank or credit union.
Hands-on experience with teller transactions, opening new accounts, and consumer lending.
At least 2 years of cross-selling and referring financial products.
Clear, friendly communication and a professional yet approachable manner.
Comfort learning and using multiple systems and platforms.
Availability Monday through Saturday, during weekdays between 8:00 a.m. and 6:30 p.m. and Saturdays between 8:00 a.m. and 2:30 p.m.

Nice To Haves

Spanish fluency preferred.
Mandarin fluency preferred.

Responsibilities

Handle teller transactions accurately and carefully while delivering exceptional member experiences.
Open new accounts and guide members through consumer loan applications.
Proactively recommend products and services suited to members’ needs.
Resolve member questions and concerns with a consultative, relationship-focused approach.
Build lasting member trust beyond individual transactions.

Benefits

Comprehensive health coverage, including Anthem, Delta Dental, and VSP, effective from the first day.
Life insurance at no cost.
401(k) plan with employer match up to 6%.
13 vacation days annually.
Seven sick days annually.
Paid holidays.
Annual merit increases.
Annual discretionary bonus.
Quarterly incentive bonuses.
Educational grants up to $1,000 per year.