Teller - Relationship Officer I/II (Roseville)

SAFE Credit Union•Roseville, CA

About The Position

The Relationship Officer I/II fulfills members’ transaction requests and provides consistently great service. The role offers financial solutions and education to help members build financial freedom and improve their financial well-being, including guidance on convenient self-service and digital options. Relationship Officer I develops expertise in products, member service, and branch operations; Relationship Officer II performs general account maintenance and serves as a more experienced resource for members and peers, including support with digital tools and additional account services. The position is based in Roseville and requires open availability Monday through Saturday. Compensation is listed as $22.00–$23.00 per hour for Relationship Officer I and $24.00–$25.00 per hour for Relationship Officer II; exact compensation may vary based on skill, experience, and location. Duties include cash handling and maintaining a cash drawer, supporting branch operations and opening or closing activities, and serving members in person and through digital banking options. The role may support other branch locations as requested by branch leadership.

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.
Ability to function as a proven team player in a team environment.
Excellent verbal, written, and listening communication skills, including empathy.
Ability to build relationships with leaders, business partners, and stakeholders.
Ability to read and comprehend simple instructions, short correspondence, and memos; write simple correspondence; and present information effectively in one-on-one and small-group settings.
Ability to perform basic arithmetic, calculate rates, ratios, and percentages, and interpret bar graphs.
Ability to apply common-sense understanding to detailed but uninvolved written or oral instructions and address problems involving a few concrete variables in standardized situations.
Open availability Monday through Saturday.
Ability to meet the described physical demands, including occasionally lifting or moving up to 10 pounds.

Nice To Haves

Banking experience is preferred for Relationship Officer II.
In a training branch, a potential opportunity to receive Mentor Certification is noted, subject to 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 address members’ needs during each interaction.
Accurately process member transactions 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 demonstrate knowledge of core products and financial solutions, and 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 appropriate services.
Educate members and potential members about SAFE membership and help grow membership by explaining the value of its products, services, and financial solutions.
Develop or use sales and referral skills to cross-sell products and services based on members’ needs and goals.
Learn or develop strategies for achieving sales, service, and operational goals; Relationship Officer II also develops personal performance and assists with overall branch goals.
Participate in daily branch operations.
Participate in or oversee and execute branch opening and closing duties, including additional before-hours and after-hours tasks.
Stay aware of changes and developments in policies, procedures, products, and services.
Relationship Officer I: learn to assist with minor account and card maintenance and provide safe deposit box access.
Relationship Officer II: establish new account and member relationships and build relationships to identify needs and recommend solutions.
Relationship Officer II: process personal loan and credit card applications, maintenance, and member inquiries.
Relationship Officer II: assist with minor account maintenance, wire processing, transactional disputes, lobby management, and online and mobile banking solutions.
Relationship Officer II: assist with safe deposit access and minor box maintenance.
Relationship Officer II: guide members and peers on digital options, troubleshoot digital tools, and complete required training for Digital Certification; may have the opportunity to certify others.
Support other branch locations as needed by branch leadership.
Perform other duties as assigned.

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 remote work options and flexible scheduling.
Inclusive, collaborative, and supportive company culture.
Career growth opportunities and internal promotions.
Work-life balance support.
Employee empowerment and autonomy.
Employee resource groups (ERGs), YOUnity Council, and a focus on diversity, equity, inclusion, and belonging.
Wellness programs and resources supporting physical and mental health.