Teller - Relationship Officer I/II (Sunrise)

Relationship Officer Positions

Hourly Range: Relationship Officer I is $22.00 - $23.00 and Relationship Officer II is $24.00 - $25.00. Exact compensation may vary based on skill, experience and location.

Must have open availability Monday - Saturday.

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!

• 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 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.

• 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.

POSITION PURPOSE 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.
• 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.

QUALIFICATIONS Education/Certification: 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: Banking experience preferred. 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 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

• 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