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Personal Banker - Irvine

O. C. Credit Union
Posted 5 days ago, valid for 16 days
Location

Irvine, CA 92614, US

Salary

Competitive

Contract type

Full Time

Life Insurance

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Sonic Summary

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  • Orange County’s Federal Credit Union is seeking a Member Service Representative with a minimum of 2 years of recent experience in a banking or credit union environment, specifically in teller services, opening new accounts, and consumer lending.
  • The role involves handling transactions, assisting with loan applications, and cross-selling financial products while maintaining a friendly demeanor to build long-term relationships with members.
  • Compensation for the position ranges from $21.00 to $25.50 per hour, depending on experience and job level, with a focus on qualifications and internal equity.
  • Candidates must possess strong sales and communication skills, be comfortable using various technology systems, and have flexible availability from Monday to Saturday.
  • The credit union offers comprehensive benefits including health coverage, life insurance, a 401(k) plan, vacation days, and opportunities for professional growth and recognition.
 

At Orange County’s Federal Credit Union, we don’t just offer banking services, we create meaningful relationships that empower our members and enrich our community. With over 85 years of trust, $2.5+ billion in assets, and 140,000+ members, we’ve built a reputation for excellence—and we’re just getting started.

Our commitment to people, performance, and purpose has earned us the #1 spot in the Orange County Register’s 2024 Best Credit Union list, and the voices of our employees have earned us the Peter Barron Stark Award for Workplace Satisfaction. When you join us, you’re not just taking the next step in your career; you’re joining a team that loves where they work. 


Your Role: As a Member Service Representative (e.g., Personal/Relationship/Universal Banker), you'll be the face of our credit union, providing a range of services that go beyond basic transactions. 

  • Handle teller transactions, open new accounts, assist with loan applications, and other services 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, 2+ years recent of teller AND opening new accounts AND consumer lending experience is required
  • Sales & Communication Skills: 2+ years experience cross-selling and referring financial 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.


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 OCFCU’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 - $24.00 (requires minimum one year within the credit union/banking industry, including one year recent universal banker experience. Will also 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: $24.50 - $25.50 (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 an employer match up to 6%.
  • 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.


Orange County's Federal Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required.







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