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OC
Orange Countys Credit Union
Relationship Banker - Lake Forest
Career Insights for Personal Banker
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What they do
A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.
$77,985 / year median in California
-22% projected decline
Job Description
Build Relationships. Build Futures. Build Your Career. Mandarin or Spanish Fluency Preferred At Orange County s Federal Credit Union (OCFCU), banking is personal-always has been. For more than 85 years, we ve helped our members reach life s milestones by building real relationships, not pushing transactions. With $3+ billion in assets and 145,000+ members, we re proud of where we ve come from-and excited about where we re going next. Our people-first philosophy isn t just a tagline. It s why we ve been named #1 Credit Union by the Orange County Register for several years and most recently 2024 & 2025! We re also honored with workplace satisfaction-driven directly by employee voices. When you join OCFCU, you re joining a workplace where people genuinely enjoy coming to work and feel empowered to do meaningful, impactful work every day. As a Relationship/Personal Banker/Member Service Representative (MSR), you re more than the face of the branch-you re a trusted financial partner. You ll blend service, sales, and problem‑solving to help members confidently navigate their financial journeys.
What you ll do:
Deliver exceptional experiences by handling teller transactions with accuracy and care Open new accounts and guide members through consumer loan applications Proactively recommend products and services that truly fit member needs Resolve questions and concerns with a consultative, relationship‑focused approach Create trust that lasts beyond the transaction-and keeps members coming back You ll bring:Banking Experience:
2+ years of recent experience in a bank or credit union Hands‑on experience with teller transactions, new account openings, and consumer lendingSales & Communication Skills:
2+ years cross‑selling and referring financial products Clear, friendly communication-professional yet approachableMandarin Fluency Preferred Tech Savvy:
Comfortable learning and using multiple systems and platformsSchedule Flexibility:
Monday-Saturday availability Weekdays between 8 AM-6:30 PM and Saturdays 8 AM-2:30 PM Compensation & Career Path We believe great talent deserves fair, transparent pay-and room to grow. Hourly pay is based on experience, internal equity, and level: Member Service Rep IV- $23.00
- 25.00 per hour Senior Rep. I
- II•$25.
- $27.