Teller - Relationship Officer I/II (Hazel)

Overview Relationship Officer I – Hourly Range: $22.00 - $23.00 Relationship Officer II – Hourly Range: $24.00 - $25.00 Exact compensation may vary based on skill, experience and location. Must have open availability Monday – Saturday. Why SAFE? SAFE offers comprehensive benefits and opportunities for career development. POSITION PURPOSE Relationship Officer I is responsible for fulfilling members' transactional requests and providing consistently great service. The role includes offering optimal financial solutions to help members achieve financial well-being and educating members on self-service options. Relationship Officer II is responsible for fulfilling members' transactional requests and general account maintenance while providing consistently great service. The role includes acting as a professional expert to offer financial solutions, educating members, and promoting 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 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 positively. Exercise effective cash handling and maintain an individual cash drawer for both roles. Develop knowledge of core products and a wide range of financial solutions to provide personalized recommendations. Educate members on self-service and digital solutions and ensure understanding of available technology. Identify opportunities to retain members and offer solutions addressing barriers or concerns; recommend additional services where appropriate. Educate members and potential members on SAFE benefits and grow membership through conversations about products and services. Develop sales and referral skills to cross-sell products and services based on members’ financial needs and goals. Learn strategies to achieve branch sales, service, and operational objectives. Participate in branch daily operational activities and assist with opening/closing duties and before/after-hours tasks as needed. Maintain awareness of changes in policies, procedures, products, and services. Assist with minor account maintenance and safe deposit access; support other branches as needed. Perform other duties as assigned. QUALIFICATIONS Education/Certification: High school diploma or GED; and one-year (Officer I) or three years (Officer II) related experience in customer service and/or cash handling; or equivalent combination of education and experience. Experience Required: Ability to perform essential duties satisfactorily. Reasonable accommodations may be made for disabilities. Skills/Abilities: Ability to problem solve. Strong customer service and interpersonal skills. Knowledge of various computer software programs. Effective communication and teamwork abilities. Work Environment / Additional Qualifications Language skills: excellent verbal, written, listening skills; ability to build relationships with leaders and stakeholders; ability to read and write simple correspondences; ability to present information clearly. Mathematical skills: ability to perform calculations and interpret data. Physical demands: standard office environment; ability to handle typical office tasks; lift up to 10 pounds; normal vision requirements. NOTE: This description reflects essential duties and responsibilities and is not all-inclusive. The organization reserves the right to revise duties as needed. #J-18808-Ljbffr SAFE Credit Union