Teller - Relationship Officer I/II (Roseville)

SAFE Credit Union•Roseville, CA

3d•$22 - $25

About The Position

SAFE is hiring a Teller - Relationship Officer I/II in Roseville. The role provides member service and processes financial transactions, while educating members about financial solutions and self-service options. Relationship Officer I develops expertise in SAFE’s products and services; Relationship Officer II serves as a professional expert and additionally handles broader account maintenance, loan applications, digital support, and member relationship development. Both levels collaborate with branch teams, support daily branch operations, and may assist other branch locations as directed by branch leadership. Open availability Monday through Saturday is required. The Relationship Officer I hourly range is $22.00–$23.00, and the Relationship Officer II hourly range is $24.00–$25.00. Exact compensation may vary based on skill, experience, and location. The position requires a high school diploma or GED and related experience: one year in customer service and/or cash handling for Relationship Officer I, or three years for Relationship Officer II, or an equivalent combination of education and experience. Banking experience is preferred for Relationship Officer II. The work involves regular sitting and use of hands, occasional standing, walking, reaching and bending-related movements, and occasionally lifting or moving up to 10 pounds. The work environment is usually moderately noisy.

Requirements

High school diploma or GED, and 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, and 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.
Ability to function effectively as a team player.
Open availability Monday through Saturday.
For Relationship Officer II, ability to perform the essential duties satisfactorily; reasonable accommodations may be made for individuals with disabilities.
For Relationship Officer II, excellent verbal, written, and listening communication skills, empathy, and ability to build relationships with leaders, business partners, and stakeholders.
For Relationship Officer II, ability to read and understand simple instructions, short correspondence, and memos; write simple correspondence; and present information effectively in one-on-one and small-group settings.
For Relationship Officer II, basic arithmetic skills, ability to compute rates, ratios, and percentages and interpret bar graphs, and ability to follow detailed but uncomplicated instructions and address problems involving a few variables in standardized situations.
For Relationship Officer II, ability to meet the physical demands of the role, including occasionally lifting or moving up to 10 pounds and the described sitting, standing, walking, reaching, and bending-related activities.

Nice To Haves

Banking experience is preferred for Relationship Officer II.
In a Training Branch, potential opportunities to receive Mentor Certification are described in the Mentor Certification addendum.

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 met during interactions.
Accurately process member transactions and respond to questions and inquiries.
Address member concerns and complaints, seeking positive resolutions.
Handle cash effectively and maintain an individual cash drawer.
Develop or demonstrate knowledge of SAFE products and financial solutions, and recommend options suited to members’ needs.
Educate members about self-service and digital solutions and help them use available technology.
Identify opportunities to retain members, address account or relationship concerns, and recommend additional services where appropriate.
Explain SAFE membership benefits and engage prospective members to support membership growth.
Develop or use sales and referral skills to cross-sell products and services based on members’ needs and goals.
Learn or develop strategies and skills to meet individual and branch sales, service, and operational objectives, and assist with branch goals.
Participate in daily branch operations and, at the Relationship Officer II level, oversee and execute branch opening and closing duties, including before-hours and after-hours tasks.
Stay aware of changes to policies, procedures, products, and services.
Learn to assist with minor account and card maintenance; at the Relationship Officer II level, assist with account maintenance, wire processing, transactional disputes, lobby management, and online and mobile banking solutions.
Assist members with safe deposit box access; at the Relationship Officer II level, also perform minor box maintenance.
Support other branch locations as directed by branch leadership.
At the Relationship Officer II level, develop new account and member relationships, identify member needs, process personal loan and credit card applications and maintenance, and respond to related member inquiries.
At the Relationship Officer II level, guide members and peers in using and troubleshooting digital tools, complete required Digital Certification training, and demonstrate proficiency in promoting and teaching digital self-service options; there may be an opportunity to certify others.
Perform other duties as assigned.

Benefits

Medical insurance
Vision insurance
Dental insurance
401(k) matching
Health savings account (HSA)
Flexible spending account (FSA)
Professional development opportunities, including training programs, workshops, and mentorship
Recognition and appreciation of employee achievements
Flexible work arrangements, including options for remote work and flexible scheduling
Career growth and internal promotion opportunities
Work-life balance support
Employee empowerment and role autonomy
Employee resource groups and a YOUnity Council, with a focus on diversity, equity, inclusion, and belonging
Wellness programs and resources