SAFE Credit Union
Part-Time Teller - Relationship Officer I/II (West Sacramento)
SAFE Credit Union, West Sacramento, California, us, 95798
Part‑Time Teller – Relationship Officer I/II (West Sacramento)
Hourly rates: Relationship Officer I: $22.00 – $23.00; Relationship Officer II: $24.00 – $25.00. Exact compensation may vary by skill, experience and location.
Must have open availability Monday – Saturday.
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 Responsible for fulfilling members’ transactional requests and providing consistently great service. Serves as a professional financial expert, offering optimal solutions to members’ needs, educating them to improve financial well‑being and promote convenient self‑service options.
Essential Functions – Relationship Officer I
Build positive internal relationships with staff and cooperate with team members to achieve departmental and organizational goals.
Create personalized member experiences and meet members’ needs in every 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 skills and maintain an individual cash drawer.
Develop knowledge of core products and a wide range of financial solutions to provide personalized recommendations.
Educate members on self‑service and digital solutions, ensuring they understand and use available technology.
Identify opportunities to retain members by offering solutions that address barriers or concerns; recommend additional services when appropriate.
Promote the benefits of a SAFE membership and identify opportunities to grow membership through active engagement.
Utilize sales and referral skills to cross‑sell products and services based on members’ financial needs and goals.
Learn key strategies for achieving branch sales, service, and operational objectives.
Participate in daily branch operational activities, including opening and closing duties and other before‑ or after‑hours tasks.
Maintain awareness of policy, procedure, product, and service changes.
Assist members with minor account and card maintenance, safe‑deposit box access, and other duties as assigned.
Position Purpose – Relationship Officer II Responsible for fulfilling members’ transactional requests and general account maintenance while providing consistently great service. Acts as a professional financial expert, offering optimal solutions to build members’ financial freedom and promoting self‑service options.
Essential Functions – Relationship Officer II
Build positive internal relationships with staff and cooperate with team members to achieve departmental and organizational goals.
Create personalized member experiences and meet members’ needs in every 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 skills and maintain an individual cash drawer.
Demonstrate knowledge of core products and a wide range of financial solutions for personalized recommendations.
Educate members on self‑service and digital solutions, ensuring effective use of available technology.
Identify opportunities to retain members by offering solutions that address barriers or concerns, recommending additional services as appropriate.
Promote the benefits of a SAFE membership and grow membership through active engagement.
Utilize sales and referral skills to cross‑sell products and services based on members’ financial needs and goals.
Develop skills to reach personal sales, operational, and service performance goals.
Assist in achieving overall branch sales, service, and operational objectives.
Participate in daily branch operational activities and manage opening/closing duties, including before‑ or after‑hours tasks.
Maintain awareness of policy, procedure, product, and service changes.
Support other branch locations as needed by branch leadership.
Develop skills to establish new account and member relationships and provide digital guidance to members and peers.
Process loan applications, maintenance, and member inquiries related to personal loans and credit cards.
Assist members with minor account maintenance, wire processing, dispute submission, lobby management, and online/mobile banking solutions.
Assist with safe‑deposit access and minor box maintenance.
Become digitally certified by completing required training and demonstrate proficiency in promoting and troubleshooting digital tools.
Assist with other duties as assigned.
Qualifications Education/Certification:
High school diploma or GED; one‑year related experience in customer service and/or cash handling for Relationship Officer I, and three‑years for Relationship Officer II, or equivalent combination of education and experience.
Experience:
Proven ability to perform each essential duty satisfactorily; reasonable accommodations made for disabilities.
Skills/Abilities:
Problem‑solving, strong customer‑service skills, computer software proficiency, effective communication, teamwork.
Additional Technical Proficiencies:
Basic mathematical skills (addition, subtraction, multiplication, division, percentage, ratio); ability to interpret bar graphs; ability to follow detailed written or oral instructions.
Employment Information
Seniority level: Entry level
Employment type: Part‑time
Job function: Finance and Sales
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Must have open availability Monday – Saturday.
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 Responsible for fulfilling members’ transactional requests and providing consistently great service. Serves as a professional financial expert, offering optimal solutions to members’ needs, educating them to improve financial well‑being and promote convenient self‑service options.
Essential Functions – Relationship Officer I
Build positive internal relationships with staff and cooperate with team members to achieve departmental and organizational goals.
Create personalized member experiences and meet members’ needs in every 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 skills and maintain an individual cash drawer.
Develop knowledge of core products and a wide range of financial solutions to provide personalized recommendations.
Educate members on self‑service and digital solutions, ensuring they understand and use available technology.
Identify opportunities to retain members by offering solutions that address barriers or concerns; recommend additional services when appropriate.
Promote the benefits of a SAFE membership and identify opportunities to grow membership through active engagement.
Utilize sales and referral skills to cross‑sell products and services based on members’ financial needs and goals.
Learn key strategies for achieving branch sales, service, and operational objectives.
Participate in daily branch operational activities, including opening and closing duties and other before‑ or after‑hours tasks.
Maintain awareness of policy, procedure, product, and service changes.
Assist members with minor account and card maintenance, safe‑deposit box access, and other duties as assigned.
Position Purpose – Relationship Officer II Responsible for fulfilling members’ transactional requests and general account maintenance while providing consistently great service. Acts as a professional financial expert, offering optimal solutions to build members’ financial freedom and promoting self‑service options.
Essential Functions – Relationship Officer II
Build positive internal relationships with staff and cooperate with team members to achieve departmental and organizational goals.
Create personalized member experiences and meet members’ needs in every 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 skills and maintain an individual cash drawer.
Demonstrate knowledge of core products and a wide range of financial solutions for personalized recommendations.
Educate members on self‑service and digital solutions, ensuring effective use of available technology.
Identify opportunities to retain members by offering solutions that address barriers or concerns, recommending additional services as appropriate.
Promote the benefits of a SAFE membership and grow membership through active engagement.
Utilize sales and referral skills to cross‑sell products and services based on members’ financial needs and goals.
Develop skills to reach personal sales, operational, and service performance goals.
Assist in achieving overall branch sales, service, and operational objectives.
Participate in daily branch operational activities and manage opening/closing duties, including before‑ or after‑hours tasks.
Maintain awareness of policy, procedure, product, and service changes.
Support other branch locations as needed by branch leadership.
Develop skills to establish new account and member relationships and provide digital guidance to members and peers.
Process loan applications, maintenance, and member inquiries related to personal loans and credit cards.
Assist members with minor account maintenance, wire processing, dispute submission, lobby management, and online/mobile banking solutions.
Assist with safe‑deposit access and minor box maintenance.
Become digitally certified by completing required training and demonstrate proficiency in promoting and troubleshooting digital tools.
Assist with other duties as assigned.
Qualifications Education/Certification:
High school diploma or GED; one‑year related experience in customer service and/or cash handling for Relationship Officer I, and three‑years for Relationship Officer II, or equivalent combination of education and experience.
Experience:
Proven ability to perform each essential duty satisfactorily; reasonable accommodations made for disabilities.
Skills/Abilities:
Problem‑solving, strong customer‑service skills, computer software proficiency, effective communication, teamwork.
Additional Technical Proficiencies:
Basic mathematical skills (addition, subtraction, multiplication, division, percentage, ratio); ability to interpret bar graphs; ability to follow detailed written or oral instructions.
Employment Information
Seniority level: Entry level
Employment type: Part‑time
Job function: Finance and Sales
#J-18808-Ljbffr