Teller - Relationship Officer I/II (Watt)

SAFE Credit Union-posted 1 day ago

$22 - $25/Yr

Full-time • Entry Level

North Highlands, CA

501-1,000 employees

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Relationship Officer I is responsible for fulfilling members transactional requests and providing consistently great service. Responsible for becoming a professional expert by offering optimal financial solutions to members to help build their financial freedom. Offer 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. Serve as a professional expert, offering optimal financial solutions to members to help build their financial freedom. Offer member education to improve their financial well-being and convenient self-service options.

Create positive internal experiences with staff and collaborate with team members to achieve department and organizational goals.
Create personalized member experiences and ensure our 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 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 our products, services, and financial solutions.
Develop sales and referral skills to effectively cross sell products and services based on the members' financial needs and goals.
Learn key strategies for achieving your branch's sales, service, and operational objectives.
Actively participate in branch’s daily operational activities.
Participate in the opening and closing 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.
Assist in safe deposit box access.
Support other branch locations as needed by branch leadership.
Assist with other duties, as assigned.
Demonstrate knowledge of core products and a wide range of financial solutions to provide personalized recommendations that meet the needs of each member.
Utilize sales and referral skills to effectively cross sell products and services based on the members' financial needs and goals.
Develop skills to achieve personal sales, operational and service performance goals.
Assist in achievement of overall branch sales, service, and operational goals.
Oversee and execute the opening and closing duties of branch offices, including additional before-hours and after-hours operational tasks.
Develop skills to establish new account and member relationships.
Develop relationship building skills uncovering member needs to evaluate and offer best solutions.
Process loan applications, maintenance and members inquiries regarding Personal loans, and Credit Cards.
Assist members with minor account maintenance, processing wires, submitting transactional disputes, lobby management and online/mobile banking solutions.
Assist with safe deposit access and minor box maintenance.
Provide Guidance to member and peers on digital options and ensure effective use of the digital platforms. Serve as a go-to resource for members and peers in navigating and troubleshooting digital tools and functionalities.
Become Digitally Certified by completing all the required training, demonstrate proficiency in promoting, using, and educating members on digital, self-service options, troubleshooting digital tools, and with the potential opportunity to certify others.
In a Training Branch, please refer to the Mentor Certification addendum for potential opportunities to receive this certification.

High school diploma or general education degree (GED); and one-year related experience in customer service and/or cash handling; or equivalent combination of education and experience.
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.
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 as a proven team player.
High school diploma or general education degree (GED); and three years of related experience in customer service and/or cash handling; or equivalent combination of education and experience.
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.
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.

Banking experience preferred.

SAFE offers so much more than just full medical, vision, dental, 401k matching, HSA, and 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.

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Teller - Relationship Officer I/II (Watt)

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