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Relationship Banking Specialist
Job in
Santa Ana, Orange County, California, 92725, USA
Listed on 2026-08-28
Listing for:
California Credit Union
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Sales
Job Description & How to Apply Below
California Credit Union in Santa Ana seeks a results-driven Member Experience Specialist to build relationships, provide high-quality sales and service, and help members identify financial needs and suitable products. You will handle loans, accounts, and digital services, resolve inquiries, and promote bank products while maintaining compliance and delivering an exceptional member experience.
The role emphasizes outbound outreach, cross-selling opportunities, and timely follow-up to expand
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