Relationship Banker -Lake Forest
$23 - $27 per hourOrange County's Credit Union
If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Relationship Banker -Lake Forest Lake Forest Branch Regular Full-Time Clerical Lake Forest, CA, Lake Forest, CA, US 2 days ago Requisition ID: 2829 Salary Range: $23.00 To $27.00 Hourly Build Relationships. Build Futures. Build Your Career. 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 or the past three years in a row! 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 lending 2+ years cross‑selling and referring financial products Clear, friendly communication—professional yet approachable Tech Savvy: Comfortable learning and using multiple systems and platforms Schedule Flexibility: Monday–Saturday availability Weekdays between 8 AM–6:30 PM and Saturdays 8 AM–2:30 PM 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 - $25.50 - $27.00 per hour Why OCFCU? Award‑winning workplace culture Clear growth paths and internal mobility A team that supports each other and celebrates wins 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. Orange County's Federal Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required. #J-18808-Ljbffr Orange County's Credit Union
$41.71k - $69k
...based on customer traffic. Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to...SuggestedPart timeLocal areaImmediate startDay shift- Orange County's Federal Credit Union seeks a Relationship Banker in Mission Viejo to blend service, sales and problem-solving for members navigating their finances. You will handle teller transactions, open new accounts, and guide consumer loan applications with a consultative...Suggested
- Orange County's Federal Credit Union is hiring a Relationship Banker in Mission Viejo. You will blend service, sales, and problem solving to help members navigate financial journeys, including teller transactions, new accounts, and consumer lending. The role requires 2+...Suggested
$24 - $30 per hour
...About the Role: Relationship Bankers build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards and providing customized solutions to help clients achieve their financial goals. This includes offering sound financial advice...SuggestedWeekend work$20 - $25.77 per hour
...what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them... ...CA . Related Opportunities Client Relationship Consultant 3 (Banker) - Newport Coast Pavilions - Newport Beach, CA (38hrs) Client...SuggestedTemporary workPart timeLocal area- JPMorganChase & Co. invites you to join a Chase Branch as a Relationship Banker. Represent our brand with hospitality, leveraging banking solutions and technology to deliver thoughtful financial guidance and service. You will lead in acquiring, managing, and retaining client...Weekend workAfternoon shift
- BMO Financial Group in California is seeking a customer-focused advisor to deliver tailored financial solutions and strong service. You will engage customers, assess needs, and guide them through everyday banking, retail investments, lending, and home financing, including...
$23 - $25 per hour
...Job Description Job Description Build Relationships. Build Futures. Build Your Career. Mandarin or Spanish Fluency Preferred... ..., impactful work every day. As a Relationship/Personal Banker/Member Service Representative (MSR), you’re more than the face...Hourly payWeekday work$35 - $42 per hour
...career. Try new things learn new skills and discover what you excel atall from Day One. Job Description The Premier Relationship Banker completes all duties of a Relationship Banker; building relationships with customers engaging them via multiple channels including...Full timeTemporary workLocal area$127.63k - $237.01k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra- high-net-worth individuals and families within a specific market. Provide integrated financial services advice to these clients including banking, credit...Remote work$160k - $250k
...client-facing role is designed for a high-performing individual who excels in building and maintaining relationships with clients and referral sources. The Private Banker will engage in business trust and estate planning, as well as manage loans and treasury management...- ...mortgages from various sources Produce high quality jumbo loans which are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-...Hourly payMinimum wageWork experience placementWork at officeImmediate start
$22 - $28 per hour
...California Full time JR103731 About the Role: The Personal Banker is responsible for delivering an exceptional client experience... ...Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate...Full timeLocal areaImmediate start$20 - $27.69 per hour
...Associate Personal Banker (SAFE)Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part... ...Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate...Work experience placementWork at officeImmediate start$97k - $192k
Benefits: 401(k) 401(k) matching Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance The Foster Region of Modern Woodmen is actively seeking a Financial Representative...Work at officeLocal areaWork from homeFlexible hours- ...opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising... ...achieving their desired goals.Job ResponsibilitiesManage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
- JPMorgan Chase & Co. in Irvine, CA is seeking a Private Banker to advise families on wealth building and management. You will leverage investments, credit, and banking expertise to serve a high-net-worth client base and help expand the customer footprint within the U.S...Local area
$150k - $230k
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’...Work experience placementWork at officeFlexible hours$27.02 - $39.18 per hour
...service-oriented people to join our exceptional team. Personal Banker (Member Service Representative III) The pay range for this... ...and promotes credit union products and services to build relationships. Processes transactions in areas of savings, consumer loans, real...$21.47 - $29 per hour
...full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management... ...motivated individual to fill the position of a Universal Banker at our Laguna Woods, CA branch! Customer Service experience...Hourly payFull time$21.47 - $29 per hour
...Universal Banker Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a Universal Banker at our Laguna Woods, CA branch! Customer Service experience is a MUST Cash Handling experience is a MUST Banking experience...Hourly payFull time- ...opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising... ...their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
- ...the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...Work at officeFlexible hoursShift workWeekend workDay shift
- ...the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...Work at officeFlexible hoursShift workWeekend workDay shift
- ...the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...Work at officeFlexible hoursShift workWeekend workDay shift
- ...making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the...Immediate startAfternoon shift
- ...Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding...Flexible hours
$260k - $390k
BANKING & FINANCE ASSOCIATE ATTORNEY Our client, a prestigious Amlaw 50 firm, is seeking a highly motivated Banking & Finance Associate Attorney to join its sophisticated and expanding Banking & Finance practice. This opportunity offers exposure to a wide range of complex...Work at officeFlexible hours$100k
...Group.”As a Private Wealth Advisor on our Private Client Services team, you will work directly with clients to cultivate and foster relationships within Capital Group. You will have the opportunity to build your own practice and focus on what really matters. You will focus...Full timeTemporary workLocal areaFlexible hours- ...built on trust, personalized service, and a fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll...Full timeWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker -Lake Forest. Be the first to apply!


