Relationship Banker

4 weeks ago


Anaheim, California, United States Orange County's Credit Union Full time
Job Overview

At Orange County's Credit Union, we're dedicated to creating a workplace where every voice matters. As a Member Service Representative, you'll be the face of our credit union, providing a range of services that go beyond basic transactions.

Key Responsibilities:

  • Identify member needs, open and fund a wide range of new accounts and loan types, and refer them to business partners for additional products and services.
  • Handle teller transactions with accuracy and a friendly demeanor.
  • Cross-sell products and services, helping members discover solutions that meet their financial needs.
  • Resolve any issues with a consultative approach that builds trust and long-term relationships.

Requirements:

  • Two years of branch experience opening and funding a wide range of new accounts and loan types (credit union or retail banking).
  • Proven ability to cross-sell and refer products and services effectively.
  • Ability to understand and use various systems and software.
  • Must be available Monday through Saturday, with schedules varying between 8:30 AM and 6:30 PM on weekdays and 8:30 AM to 2:30 PM on Saturdays.
  • Willingness to undergo thorough background checks, credit checks, and drug screening.

Benefits:

  • Comprehensive benefits, including top-tier health insurance, a robust 401(k) plan, and paid holidays.
  • Annual merit increases, discretionary bonuses, and educational grants up to $2,000 per year.
  • 13 days of vacation and seven (7) sick days annually.


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