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Relationship Banking

3 months ago

Anaheim, United States Orange County's Credit Union Full time
Job DescriptionJob DescriptionWorkplace Excellence. Through our associates' opinions and voices, Orange County's Credit Union is a proud recipient of the Peter Barron Stark award for highest associate satisfaction in the workplace We’re proud to say we’re a premier financial service provider with over 85 years of experience serving 123,000+ members, Orange County's Credit Union is currently $2+ billion in assets & growing. Our mantra is: Putting People First: Connect, Discover, Deliver & Wow If your desire is to serve people, this role is rewarding, brings purpose to the community, and provides the opportunity to make a difference


In this branch position you can look forward to providing a broad range of first-rate member experiences, such as: teller transactions, opening accounts, assisting with loan applications all the way through funding. You will also cross-sell products and services and resolve issues. Our consultative approach to educating and discovering members' financial needs is an important key to our success.


Requirements for a Member Service Rep. IV:

  • At least three (3) years of banking/credit union experience including teller, opening/closing accounts, issuing credit cards, assisting with loan applications through processing and funding.
  • At least three (3) years of cross-selling and referring banking services and products.
  • Must be available Monday-Fridays schedules range between 8.30am-6.30pm and Saturdays 8.30am-2.30pm
  • We perform thorough background checks, credit checks, and drug screening. EOE.

Final offers are based on qualifications, internal equity, and the level of position offered. Below are OCCU’s branch job levels with their corresponding starting hourly pay:

Member Service Rep. I : $20.00

Member Service Rep. II : $20.50

Member Service Rep. III : $21.00

Member Service Rep. IV: $22.00


Generous benefits include:

  • Effective from day one of employment Anthem, Delta Dental, and VSP
  • Life insurance at no cost to associate
  • 401(k) – OCCU automatically contributes 3% of the associate's earnings PLUS matches up to 5% of the associate’s contribution (dollar for dollar)
  • Vacation hours – 13 days per year, rolls over year to year, and increases with tenure
  • Sick hours – 7 days per year
  • Paid Holidays
  • Annual performance merit increases
  • Professional and personal development programs, including educational grants up to $2k per year, and step progression opportunities
  • Annual discretionary bonus
  • Professional, welcoming, and collaborative work environment focused on achieving goals, recognizing successes, and excelling at member service