Part-Time Teller - Relationship Officer I/II (El Camino)

SAFE Credit Union•Sacramento, CA

3d•Onsite

About The Position

SAFE is hiring a part-time Teller - Relationship Officer I/II at its El Camino location. The role fulfills members’ transactional requests and provides consistently great service while helping members find financial solutions, improve their financial well-being, and use convenient self-service options. The Relationship Officer I develops expertise in the organization’s products and services; the Relationship Officer II additionally handles broader account maintenance, loan and credit card inquiries, and supports members and peers with digital tools. The position requires open availability to work 20–25 hours per week, Monday through Saturday. The hourly range is $22.00–$23.00 for Relationship Officer I and $24.00–$25.00 for Relationship Officer II; exact compensation may vary based on skill, experience, and location. SAFE describes its workplace as inclusive, collaborative, and supportive, with professional development, recognition, career growth, employee empowerment, work-life balance, belonging initiatives, and wellness resources. The role is based in a branch environment and includes branch opening and closing tasks, which may involve work before or after regular hours.

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 as a team player in a team environment.
Excellent verbal, written, and listening communication skills, including empathy.
Ability to read and comprehend simple instructions, short correspondence, and memos, and to write simple correspondence.
Ability to present information effectively in one-on-one and small-group situations.
Ability to perform basic arithmetic and calculate rates, ratios, and percentages, and interpret bar graphs.
Ability to apply common-sense understanding to detailed but uninvolved instructions and deal with problems involving a few concrete variables in standardized situations.
Ability to meet the position’s physical demands, including occasionally lifting and/or moving up to 10 pounds.

Nice To Haves

Banking experience is preferred for Relationship Officer II.
Equivalent combinations of education and experience may be considered.

Responsibilities

Create positive internal experiences, collaborate with team members, and contribute to department and organizational goals.
Provide personalized member experiences and ensure members’ needs are met during interactions.
Process member transactions accurately and respond to questions and inquiries.
Address member concerns and complaints and work to resolve issues positively.
Handle cash effectively and maintain an individual cash drawer.
Develop or apply knowledge of core products and financial solutions to provide personalized recommendations.
Educate members about self-service and digital solutions and help them use available technology.
Identify opportunities to retain members by addressing account or relationship concerns and recommending relevant services.
Explain the benefits of SAFE membership and engage potential members to support membership growth.
Develop or use sales and referral skills to cross-sell products and services based on members’ financial needs and goals.
Learn or work toward sales, service, and operational objectives at the personal and branch level.
Participate in daily branch operations.
Participate in or oversee branch opening and closing duties, including additional before-hours and after-hours tasks.
Stay aware of changes to policies, procedures, products, and services.
Support other branch locations as requested by branch leadership.
For Relationship Officer I, learn to assist with minor account and card maintenance and safe deposit box access.
For Relationship Officer II, establish new accounts and member relationships and identify member needs to offer appropriate solutions.
For Relationship Officer II, process loan applications and handle maintenance and member inquiries regarding personal loans and credit cards.
For Relationship Officer II, assist with minor account maintenance, wires, transactional disputes, lobby management, and online and mobile banking solutions.
For Relationship Officer II, assist with safe deposit access and minor box maintenance.
For Relationship Officer II, guide members and peers on digital options, troubleshoot digital tools, and complete required training to become Digitally Certified.
Perform other duties as assigned.

Benefits

Full 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
Employee recognition and appreciation
Flexible work arrangements and flexible scheduling
Career growth and internal promotion paths
Work-life balance support
Employee empowerment and role autonomy
Employee resource groups and YOUnity Council, with a focus on diversity, equity, inclusion, and belonging
Wellness programs and resources