Teller - Relationship Officer I/II (Central Market Region)

Relationship Officer I: $22.00 - $23.00 Relationship Officer II: $24.00 - $25.00 Availability Must have open availability Monday - Saturday Description Exact compensation may vary based on skill, experience and location. This role is hired for the Central Market Region and will begin at the Interim Branch of Assignment in Citrus Heights. The selected candidate must be flexible and willing to be permanently assigned to work at any branch location within the Central Market Region as positions become available. Interim Branch Location: Citrus Heights Branch — 7475 Madison Ave., Citrus Heights, CA 95610 Central Market Branch Locations: Sunrise – 7601 Sunrise Blvd., Citrus Heights, CA 95610, Antelope – 7887 Walerga Rd., Antelope, CA 95843, Watt – 4636 Watt Ave., North Highlands, CA 95660, El Camino – 3560 El Camino Ave., Sacramento, CA 95821, Citrus Heights – 7475 Madison Ave., Citrus Heights, CA 95610. Benefits: Why SAFE? 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. Position Purpose – Relationship Officer I 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. Essential Functions and Basic Duties – Relationship Officer I 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. Education/Certification – Relationship Officer I 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. Experience Required – Relationship Officer I 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. Skills/Abilities – Relationship Officer I 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. Position Purpose – Relationship Officer II 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. Essential Functions and Basic Duties – Relationship Officer II 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. 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 our products, services, and financial solutions. 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. Actively participate in branch’s daily operational activities. 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. Support other branch locations as needed by branch leadership. 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. Assist with other duties, as assigned. In a Training Branch, please refer to the Mentor Certification addendum for potential opportunities to receive this certification. Education/Certification – Relationship Officer II 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. Required Knowledge – Relationship Officer II Banking experience preferred. Skills/Abilities – Relationship Officer II 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. Language Skills – Relationship Officer II Work Environment / Physical Demands Summary 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. Mathematical Skills and Reasoning Ability 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. Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. The noise level in the work environment is usually moderate. Intent and Function of Job Descriptions This is not necessarily an all‑inclusive list of job‑related responsibilities, duties, skills, efforts, requirements or working conditions. All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned. In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. #J-18808-Ljbffr SAFE Credit Union