Teller - Relationship Officer I/II (Hazel)

SAFE Credit Union•Fair Oaks, CA

1d•Onsite

About The Position

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, and offering member education to improve their financial well-being and convenient self-service options. Relationship Officer II is responsible for fulfilling members transactional requests and general account maintenance while providing consistently great service. This role also serves as a professional expert, offering optimal financial solutions to members to help build their financial freedom, and offering member education to improve their financial well-being and convenient self-service options.

Requirements

High school diploma or general education degree (GED)
One to three years of related experience in customer service and/or cash handling; or equivalent combination of education and experience.
Ability to problem solve.
Possess strong 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.
Excellent communication skills (verbal, written, listening skills, and empathy).
Expert ability to build relationships with other leaders, business partners, and stakeholders.
Ability to read and comprehend simple instructions, short correspondence, and memos.
Ability to write simple correspondence.
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to compute rate, ratio, and percent, and to draw and interpret bar graphs.
Ability to apply common-sense understanding to carry out detailed but uninvolved written or oral instructions.
Ability to deal with problems involving a few concrete variables in standardized situations.

Nice To Haves

Banking experience preferred.

Responsibilities

Create positive internal experiences with staff and collaborate with team members to achieve department and organizational goals.
Create personalized member experiences and ensure member 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 and demonstrate 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 products, services, and financial solutions.
Develop and utilize sales and referral skills to effectively cross sell products and services based on the members' financial needs and goals.
Learn key strategies for achieving branch sales, service, and operational objectives, and develop skills to achieve personal sales, operational and service performance goals.
Assist in achievement of overall branch sales, service, and operational goals.
Actively participate in branch’s daily operational activities.
Participate in, oversee, and execute the opening and closing duties 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, and assist members with minor account maintenance, processing wires, submitting transactional disputes, lobby management and online/mobile banking solutions.
Assist in safe deposit box access and minor box maintenance.
Support other branch locations as needed by branch leadership.
Develop skills to establish new account and member relationships and uncover member needs to evaluate and offer best solutions.
Process loan applications, maintenance and members inquiries regarding Personal loans, and Credit Cards.
Provide Guidance to members and peers on digital options and ensure effective use of the digital platforms, serving as a go-to resource for navigating and troubleshooting digital tools and functionalities.
Become Digitally Certified by completing all required training, demonstrating proficiency in promoting, using, and educating members on digital, self-service options, troubleshooting digital tools, and with the potential opportunity to certify others.
Assist with other duties, as assigned.

Benefits

Full medical
Vision
Dental
401k matching
HSA
FSA
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.