Teller - Relationship Officer I/II (Hazel)

SAFE Credit Union • Fair Oaks, CA

78d • $20 - $24

About The Position

The Relationship Officer I is responsible for fulfilling members' transactional requests and providing consistently great service. This role involves becoming a professional expert by offering optimal financial solutions to members to help build their financial freedom. The officer will also offer member education to improve their financial well-being and provide convenient self-service options. The Relationship Officer II has similar responsibilities but with a greater emphasis on general account maintenance and serving as a professional expert in financial solutions.

Requirements

• High school diploma or general education degree (GED).
• One year of related experience in customer service and/or cash handling for Relationship Officer I.
• Three years of related experience in customer service and/or cash handling for Relationship Officer II.
• 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.

Nice To Haves

• Banking experience preferred.
• Experience with digital tools and functionalities.

Responsibilities

• Create positive internal experiences with staff and collaborate with team members to achieve department and organizational goals.
• Create personalized member experiences and ensure 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.
• Educate members on self-service and digital solutions at each opportunity.
• Identify opportunities to retain members by proactively offering solutions.
• Educate members and potential members on the benefits of a SAFE membership.
• Develop sales and referral skills to effectively cross-sell products and services.
• Actively participate in branch’s daily operational activities.
• Participate in the opening and closing of branch offices.
• Maintain an ongoing awareness of developments and changes in policies, procedures, products, and services.
• Assist with safe deposit box access.
• Support other branch locations as needed by branch leadership.
• Assist with other duties, as assigned.

Benefits

• Full medical, vision, dental insurance.
• 401k matching.
• Health Savings Account (HSA).
• Flexible Work Arrangements.
• Professional Development Opportunities.
• Recognition and Appreciation programs.
• Positive Company Culture.
• Career Growth opportunities.
• Work-Life Balance initiatives.
• Employee Empowerment programs.
• Wellness Programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED