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