Relationship Banker - Santa Ana

At Orange County's Credit Union, we believe in creating a workplace where every voice matters. We are proud recipients of the Peter Barron Stark award for highest associate satisfaction, a testament to our commitment to workplace excellence. With over 85 years of experience, $2.5+ billion in assets, and 140,000+ members, we're not just a financial service provider-we're a community that puts people first.
Join a professional, welcoming, and collaborative environment where your contributions are recognized and celebrated. At Orange County's Credit Union, we don't just hire employees; we build a team dedicated to excellence in member service.
Your Role: As a Member Service Representative (Relationship or Universal Banker), you'll be the face of our credit union, providing a range of services that go beyond basic transactions. You'll:

• Handle teller transactions, open new accounts, assist with consumer loan applications, and fund loans 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.

What We're Looking For:

• Experience: Within a banking or credit union environment, one year recent of teller and opening new accounts experience is required AND experience assisting with consumer loan applications through funding is preferred.
• Sales & Communication Skills: Proven ability to cross-sell and refer products and services effectively. Ability to write and speak in an approachable yet professional manner.
• Technology: Ability to understand and use various systems and software.
• Availability: 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.
• Integrity: Willingness to undergo thorough background and credit checks.

Compensation: We value your experience and skills, and our competitive hourly rates reflect that. Final offers are based on qualifications, internal equity, and the level of position offered. Below are OCCU's branch job levels with their corresponding hourly pay:

• Member Service Rep. III: $21.00 (requires minimum one year recent Teller experience and six-months of New Accounts experience)
• Member Service Rep. IV: $22.00 (requires minimum two years within the credit union/banking industry, including one year recent universal banker experience. The universal banker will have expertise in the following; teller transactions, opening new accounts, AND experience with consumer loans and other complex banking services)
• Senior Branch Rep. I - II: $24.00 - $25.00 (requires minimum three years recent universal banker experience as described above PLUS recent experience handling escalated issues, and helping with various senior level responsibilities)

Perks & 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 a 3% automatic contribution plus a dollar-for-dollar match up to 5%.
• Work-Life Balance: 13 days of vacation and seven (7) sick days annually and paid holidays.
• Recognition & Growth: Annual merit increases, discretionary and referral bonuses, as well as educational grants up to $1,000 per year.

We perform thorough background checks and credit checks. EOE.