Relationship Banker - Yorba Linda

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.

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.

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. Ready to Make a Difference? Apply Today! Be part of a team that values your skills, nurtures your growth, and rewards your efforts

Your Role: As a Member Service Representative, 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 years of branch experience opening and funding a wide range of new accounts and loan types (credit union or retail banking).  
• 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 checks, credit checks, and drug screening.

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 preferably six-months of New Accounts experience) 
• Member Service Rep. IV: $22.00 (requires minimum two years recent experience 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 experience opening and funding a wide range of new accounts and loan types and one year in a Senior, Lead, or MOD 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.