Jobs · Finance · California

Personal Banker - Mission Viejo - Mandarin Fluency Preferred

Orange County's Credit Union · Mission Viejo, CA · 3 wk ago
Finance$23–$25/hrFull-time

About the role

As a Personal Banker/Member Service Representative (MSR) at Orange County’s Federal Credit Union (OCFCU), you will be more than just the face of the branch. You will be a trusted financial partner who blends service, sales, and problem-solving to help members confidently navigate their financial journeys.

Responsibilities

  • 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

Requirements

  • 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
  • Mandarin Fluency Preferred
  • Tech Savvy: Comfortable learning and using multiple systems and platforms
  • Schedule Flexibility: Monday–Saturday availability Weekdays between 8:30 AM–6:30 PM and Saturdays 8:30 AM–2:30 PM

Qualifications

  • High school diploma or equivalent
  • Basic computer skills
  • Ability to work independently and as part of a team

Skills

  • Customer service skills
  • Problem-solving abilities
  • Financial product knowledge
  • Communication skills

Benefits

  • Compensation: Hourly pay is based on experience, internal equity, and role level: Personal Banker/Member Service Rep IV – $23.00–$25.00 per hour.
  • 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, annual discretionary bonus and quarterly incentive bonuses, as well as educational grants up to $1,000 per year.

Pay

Hourly pay is based on experience, internal equity, and role level: Personal Banker/Member Service Rep IV – $23.00–$25.00 per hour.

Schedule

Monday–Saturday availability Weekdays between 8:30 AM–6:30 PM and Saturdays 8:30 AM–2:30 PM

Orange County's Federal Credit Union is an Equal Opportunity Employer.

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