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

Relationship Officer

Hourly Range: Relationship Officer I: $22.00 - $23.00 Relationship Officer II: $24.00 - $25.00 Exact compensation may vary based on skill, experience and location. Must have open availability Monday - Saturday.

This role is hired for the East Market Region and will begin at the Interim Branch of Assignment in Hazel. The selected candidate must be flexible and willing to be permanently assigned to work at any branch location within the East Market Region as positions become available. Interim Branch Location: Hazel Branch — 5261 Hazel Ave., Fair Oaks, CA 95628 East Market Branch Locations: Granite Bay – 4100 Douglas Blvd., Granite Bay, CA 95746 Sunrise – 7601 Sunrise Blvd., Citrus Heights, CA 95610 Citrus Heights – 7475 Madison Ave., Citrus Heights, CA 95610 Folsom – 2740 East Bidwell St., Folsom, CA 95630 Hazel – 5261 Hazel Ave., Fair Oaks, CA 95628 Why SAFE? SAFE offers so much more than just full medical, vision, dental, 401k matching, HSA, and FSA! Learn more about how we support our workforce!

POSITION PURPOSE 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

• 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.

QUALIFICATIONS Education/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. Experience Required: 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:

• 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.