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Teller - Relationship Officer I / II (East Sacramento)

Teller - Relationship Officer I / II (East Sacramento)

SAFE Credit UnionSacramento, CA, US
30+ days ago
Job type
  • Full-time
Job description

Job Title : Relationship Officer

Hourly Range : Relationship Officer I : $22.00 - $23.00 Relationship Officer II : $24.00 - $25.00 Exact compensation may vary based on skill, experience and location. Must have open availability Monday - Saturday

Why SAFE? SAFE offers so much more than just full medical, vision, dental, 401k matching, HSA, and FSA! Learn more about how we support our workforce!

  • Professional Development Opportunities : Offering training programs, workshops, and mentorship.
  • Recognition and Appreciation : Regularly acknowledging employee achievements and contributions.
  • Flexible Work Arrangements : Providing options for remote work and flexible scheduling.
  • Positive Company Culture : Fostering an inclusive, collaborative, and supportive work environment.
  • Career Growth : Clear paths for career advancement and internal promotions.
  • Work-Life Balance : Encouraging a healthy balance between professional and personal life.
  • Employee Empowerment : Allowing employees to make decisions and have autonomy in their roles.
  • Space of Belonging : ERGs, YOUnity Council and a focus around diversity, equity inclusion and belonging.
  • Wellness Programs : Promoting physical and mental health through wellness initiatives and resources.
  • Strong Leadership : Having leaders who inspire, support, and guide their teams effectively.
  • Sense of Purpose : Creating a sense of mission and aligning company goals with employees' personal values.

Position Purpose : Relationship Officer I is responsible for fulfilling members transactional requests and providing consistently great service. Responsible for becoming a professional expert by offering optimal financial solutions to members to help build their financial freedom. Offer member education to improve their financial well-being and convenient self-service options.

Essential Functions and Basic Duties :

  • Create positive internal experiences with staff and collaborate with team members to achieve department and organizational goals.
  • Create personalized member experiences and ensure our members needs are met during each interaction.
  • Accurately process member transaction requests and respond to member questions and inquiries.
  • Proactively address member concerns and complaints, striving to resolve issues in a positive manner.
  • Exercise effective cash handling skills and maintain an individual cash drawer.
  • Develop knowledge of core products and a wide range of financial solutions to provide personalized recommendations that meet the needs of each member.
  • Educate members on self-service and digital solutions at each opportunity, ensuring they understand and utilize the available technology for their financial management.
  • Identify opportunities to retain members by proactively offering solutions that address barriers or concerns for their account and / or relationship and recommend additional services where appropriate.
  • Educate members and potential members on the benefits of a SAFE membership and identify opportunities to grow membership by actively engaging in conversations that highlight the value of our products, services, and financial solutions.
  • Develop sales and referral skills to effectively cross sell products and services based on the members' financial needs and goals.
  • Learn key strategies for achieving your branch's sales, service, and operational objectives.
  • Actively participate in branch's daily operational activities.
  • Participate in the opening and closing of branch offices, including additional before-hours and after-hours operational tasks.
  • Maintain an ongoing awareness of developments and changes in policies, procedures, products, and services.
  • Learn how to assist members with minor account and card maintenance.
  • Assist in safe deposit box access.
  • Support other branch locations as needed by branch leadership.
  • Assist with other duties, as assigned.
  • Qualifications :

    Education / Certification : High school diploma or general education degree (GED); and one-year related experience in customer service and / or cash handling; or equivalent combination of education and experience.

    Experience Required : To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Skills / Abilities :

  • Ability to problem solve.
  • Possess customer service and experience skills.
  • Knowledge of various computer software programs.
  • Ability to communicate effectively.
  • Ability to function in a team environment as a proven team player.
  • Create a job alert for this search

    Teller • Sacramento, CA, US

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