Relationship Banker (Floater)

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.

The floating Relationship Banker role provides you the unique opportunity to be mentored by all the leaders in the branch network; we have 10 branches but soon to be 11! If you aspire to be in leadership or simply thrive on team collaboration, this could be for you! We care about your work/life balance. Therefore, the schedule for this role is typically created on a monthly bases. Plus, the role qualifies for mileage reimbursement. 

Why Work With Us?

• Make a Difference: If you're passionate about serving people, this role offers a unique opportunity to positively impact your community.
• Grow With Us: We provide a clear path for career advancement, supported by professional and personal development programs.
• Be Valued: From day one, you'll receive generous benefits, including top-tier health insurance, a robust 401(k) plan, and paid holidays.

Your Role: In this role, you'll be the face of our credit union, providing a range of services that go beyond basic transactions. You’ll:

• Identify member’s needs, open and fund a wide range of new accounts and loan types, and refer them to business partners for additional products and services including Investments, Mortgage Loan and Business 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.

What We're Looking For:

• Experience: Two (2) years of branch experience opening a wide range of accounts and and funding various loan types (within the credit union or retail banking industry).  
• 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. Must be able to commute to any of our 11 branches (as far south as Mission Viejo, as far north as Long Beach, and as far east as Chino). The role qualifies for mileage reimbursement.
• Integrity: Willingness to undergo thorough background checks, credit checks, and drug screening.
• Job Satisfaction: professional yet friendly, welcoming, and collaborative environment where your contributions are recognized and celebrated. Be part of a team that values your skills, nurtures your growth, and rewards your efforts!

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 and preferably six-months of New Accounts experience) 
• Member Service Rep. IV: $22.00 (requires minimum two years recent opening and funding a wide range of new accounts and loan types)
• Senior Branch Rep. I-II: $23.00 - $25.00 (requires minimum two years recent opening and funding a wide range of new accounts and loan types AND one year in a Senior, Lead, or Manager on Duty role)

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 bonuses, and educational grants up to $2,000 per year.
• The role qualifies for mileage reimbursement.