Relationship Banker - Lake Forest
$53,040–$56,160 year
On-siteLake Forest, California, United States
Job Summary
Handle teller transactions with accuracy and care, open new accounts, and guide members through consumer loan applications. Proactively recommend products and services that fit member needs while resolving questions and concerns using a consultative, relationship-focused approach. This role blends service, sales, and problem-solving to help members navigate their financial journeys, requiring 2+ years of banking experience and cross-selling skills. Mandarin fluency is preferred. Schedule flexibility includes Monday–Saturday availability, with weekdays from 8 AM–6:30 PM and Saturdays 8 AM–2:30 PM. Join Orange County's Federal Credit Union, a #1 ranked workplace dedicated to building real relationships and supporting members through life's milestones.
Required Qualifications
- 2+ years of recent experience in a bank or credit union
- Hands‐on experience with teller transactions, new account openings, and consumer lending
- 2+ years cross‐selling and referring financial products
- Clear, friendly communication—professional yet approachable
- Monday–Saturday availability
- Weekdays between 8 AM–6:30 PM and Saturdays 8 AM–2:30 PM
- Pre-employment screenings, including background and credit checks
Desired Qualifications
- Mandarin or Spanish Fluency Preferred
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.