Relationship Officer III / IV (Citrus Heights)

Relationship Officer

Hourly Range : Relationship Officer III : $25.00 - $27.00 Relationship Officer IV : $27.00 - $29.00 Exact compensation may vary based on skill, experience and location.

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

Responsible for helping members with their banking needs and achievement of financial well-being. Demonstrates expertise in financial services, providing consistently great service, and acts as a knowledgeable resource for SAFE. Responsible for building and retaining relationships internally and externally, conducting financial assessments and recommending the most appropriate products and services to fulfill member's needs. Offer member education to improve their financial well-being, share convenient self-service options and digital solutions. Fulfills member transactional requests, issue resolution, account maintenance and cross-sells services, establishes new account and handles loan applications.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

QUALIFICATIONS

Education / Certification :

High school diploma or GED.

Required Knowledge :

Two years of related customer service experience. At least 1 year of related banking 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.

WORK ENVIRONMENT / PHYSICAL DEMANDS SUMMARY

LANGUAGE SKILLS

MATHEMATICAL SKILLS AND REASONING ABILITY

PHYSICAL DEMANDS AND WORK ENVIRONMENT

INTENT AND FUNCTION OF JOB DESCRIPTIONS

This is not necessarily an all-inclusive list of job-related responsibilities, duties, skills, efforts, requirements or working conditions. All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.