Teller - Relationship Officer I/II (Metro Core Market Region)

SAFE Credit Union•Sacramento, CA

7d•$22 - $25

About The Position

SAFE is hiring a Teller - Relationship Officer I/II for the Metro Core Market Region. The position begins at the interim Land Park Branch, with permanent assignment to any branch within the region as positions become available. The selected candidate must be flexible and willing to work at different regional branch locations and have open availability Monday through Saturday. Relationship Officers fulfill members’ transaction requests and provide consistently great service. They offer financial solutions and education to support members’ financial well-being, promote convenient self-service options, and build relationships. The role also contributes to branch sales, service, and operational goals. Duties and scope vary by level: Relationship Officer I develops product knowledge and sales and referral skills, while Relationship Officer II performs broader account-maintenance and member-support tasks and serves as a resource for digital tools. SAFE describes its workplace as inclusive, collaborative, and supportive and highlights professional development, recognition, career growth, employee empowerment, work-life balance, wellness initiatives, and employee resource groups. The work environment is usually moderately noisy. The role involves regular sitting, talking or hearing, and handling objects or controls; occasional standing, walking, reaching, and bending or similar movements; and occasionally lifting or moving up to 10 pounds.

Requirements

High school diploma or GED, plus one year of related customer service and/or cash-handling experience for Relationship Officer I, or an equivalent combination of education and experience.
High school diploma or GED, plus three years of related customer service and/or cash-handling experience for Relationship Officer II, or an equivalent combination of education and experience.
Ability to problem-solve.
Customer service skills; strong customer service skills are specified for Relationship Officer II.
Knowledge of various computer software programs.
Ability to communicate effectively and function as a team player.
Relationship Officer II must be able to perform general account maintenance and the additional duties described for that level.
Open availability Monday through Saturday and flexibility to work at branch locations within the Metro Core Market Region.

Nice To Haves

Banking experience is preferred for Relationship Officer II.

Responsibilities

Create positive internal experiences and collaborate with team members to achieve department and organizational goals.
Provide personalized member experiences and ensure members’ needs are addressed during interactions.
Accurately process member transactions and respond to questions and inquiries.
Address member concerns and complaints and strive to resolve issues positively.
Handle cash effectively and maintain an individual cash drawer.
Recommend financial products and solutions suited to members’ needs, and educate members about products, membership, self-service, and digital options.
Identify opportunities to retain members, grow membership, and cross-sell products and services based on members’ needs and goals.
Learn and contribute to branch sales, service, and operational objectives; Relationship Officer II also assists in achieving overall branch goals.
Participate in daily branch operations and opening and closing duties, including before-hours and after-hours operational tasks.
Keep current on changes to policies, procedures, products, and services.
Support other branch locations as needed by branch leadership and perform other duties as assigned.
For Relationship Officer II: establish new account and member relationships, identify member needs, and offer appropriate solutions.
For Relationship Officer II: process personal loan and credit card applications, maintenance, and member inquiries.
For Relationship Officer II: assist with minor account maintenance, wire processing, transactional disputes, lobby management, online and mobile banking solutions, and safe deposit access and minor box maintenance.
For Relationship Officer II: guide members and peers in using and troubleshooting digital platforms, and complete required training to become Digitally Certified; in a Training Branch, consult the Mentor Certification addendum regarding potential certification opportunities.

Benefits

Full medical, vision, and dental coverage
401(k) matching
Health savings account (HSA)
Flexible spending account (FSA)
Professional development opportunities, including training programs, workshops, and mentorship
Employee recognition and appreciation
Flexible work arrangements, including options for remote work and flexible scheduling
Career growth and internal promotion opportunities
Employee resource groups and a YOUnity Council
Wellness programs and resources