Teller - Relationship Officer I/II (Roseville)
SAFE Credit Union, Roseville, California, United States, 95678
POSITION OVERVIEW
Hourly Range:
Relationship Officer I: $20.00 - $21.00 • Relationship Officer II: $21.00 - $24.00
Exact compensation may vary based on skill, experience and location.
Must have open availability Monday - Saturday.
WHY SAFE? SAFE offers more than full medical, vision, dental, 401k matching, HSA, and FSA. Learn how we support our workforce.
Professional Development Opportunities:
Training programs, workshops, and mentorship.
Recognition and Appreciation:
Regularly acknowledging employee achievements and contributions.
Flexible Work Arrangements:
Options for remote work and flexible scheduling.
Positive Company Culture:
Inclusive, collaborative, and supportive environment.
Career Growth:
Clear paths for advancement and internal promotions.
Work-Life Balance:
Healthy balance between work and personal life.
Employee Empowerment:
Autonomy in roles and decision-making.
Space of Belonging:
ERGs, YOUnity Council, and diversity, equity, inclusion and belonging initiatives.
Wellness Programs:
Initiatives for physical and mental health.
Strong Leadership:
Leaders who inspire, support, and guide teams.
Sense of Purpose:
Alignment of company goals with employees' values.
POSITION PURPOSE Relationship Officer I:
Responsible for fulfilling members' transactional requests and providing consistently excellent service. Aims to become a professional expert by offering optimal financial solutions to help members build financial freedom. Educates members to improve financial well-being and promotes convenient self-service options.
ESSENTIAL FUNCTIONS AND BASIC DUTIES (I)
Create positive internal experiences with staff and collaborate to achieve department goals.
Provide personalized member experiences and meet members’ needs during interactions.
Accurately process member transactions and respond to inquiries.
Address member concerns and strive to resolve issues positively.
Maintain cash drawer and exercise cash handling skills.
Develop knowledge of core products and financial solutions for personalized recommendations.
Educate members on self-service and digital solutions.
Identify opportunities to retain members and recommend additional services where appropriate.
Educate members on SAFE membership benefits and grow membership through engaged conversations.
Develop sales and referral skills based on members’ financial needs and goals.
Learn strategies to achieve branch sales, service, and operational objectives.
Participate in daily branch operations and opening/closing tasks.
Maintain awareness of changes in policies, procedures, products, and services.
Assist with minor account and card maintenance and safe deposit access.
Support other branch locations as needed.
Assist with other duties as assigned.
QUALIFICATIONS (I) Education/Certification:
High school diploma or GED; and one year of related experience in customer service and/or cash handling, or equivalent combination of education and experience.
Experience Required:
The ability to perform essential duties satisfactorily with reasonable accommodations where applicable.
Skills/Abilities:
Ability to problem solve.
Customer service and experience skills.
Knowledge of various computer software programs.
Effective communication and teamwork abilities.
POSITION PURPOSE Relationship Officer II:
Responsible for fulfilling members' transactional requests and general account maintenance while providing consistently great service. Serves as a professional expert, offering optimal financial solutions and educating members to improve their financial well-being and convenience with self-service options.
ESSENTIAL FUNCTIONS AND BASIC DUTIES (II)
Provide exceptional internal collaboration to meet department goals.
Create personalized member experiences and respond to inquiries.
Process transactions and maintain accurate information.
Demonstrate knowledge of core products and financial solutions for tailored recommendations.
Educate members on self-service and digital tools.
Retain members and grow relationships by addressing barriers and offering additional services.
Educate on SAFE membership benefits and growth opportunities.
Utilize sales and referral skills for cross-selling as appropriate.
Develop personal sales, operational, and service performance skills.
Contribute to branch sales, service, and operational goals.
Oversee opening and closing duties and after-hours tasks.
Maintain awareness of policy and product changes.
Support other branches as needed and develop new account relationships.
Process loan applications and inquiries related to personal loans and credit cards; assist with minor account maintenance, wires, disputes, and digital options.
Provide guidance on digital options and promote digital platforms; pursue digital certification when available.
Assist with other duties as assigned.
*In a Training Branch, refer to the Mentor Certification addendum for potential opportunities.
QUALIFICATIONS (II) Education/Certification:
High school diploma or 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:
As above; duties and requirements are those essential to the role.
Skills/Abilities:
Ability to problem solve.
Strong customer service and experience skills.
Knowledge of various computer software programs.
Effective communication and teamwork.
ADDITIONAL SECTIONS
Language Skills
– Excellent verbal/written communication, relationship-building, reading, and basic writing.
Mathematical Skills
– Basic arithmetic, rates, ratios, percent, and interpretation of simple graphs.
Physical Demands
– Standard office demands; occasional lifting up to 10 pounds; vision requirements; moderate noise.
Intended as a standard job description; management reserves the right to modify duties as needed.
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Relationship Officer I: $20.00 - $21.00 • Relationship Officer II: $21.00 - $24.00
Exact compensation may vary based on skill, experience and location.
Must have open availability Monday - Saturday.
WHY SAFE? SAFE offers more than full medical, vision, dental, 401k matching, HSA, and FSA. Learn how we support our workforce.
Professional Development Opportunities:
Training programs, workshops, and mentorship.
Recognition and Appreciation:
Regularly acknowledging employee achievements and contributions.
Flexible Work Arrangements:
Options for remote work and flexible scheduling.
Positive Company Culture:
Inclusive, collaborative, and supportive environment.
Career Growth:
Clear paths for advancement and internal promotions.
Work-Life Balance:
Healthy balance between work and personal life.
Employee Empowerment:
Autonomy in roles and decision-making.
Space of Belonging:
ERGs, YOUnity Council, and diversity, equity, inclusion and belonging initiatives.
Wellness Programs:
Initiatives for physical and mental health.
Strong Leadership:
Leaders who inspire, support, and guide teams.
Sense of Purpose:
Alignment of company goals with employees' values.
POSITION PURPOSE Relationship Officer I:
Responsible for fulfilling members' transactional requests and providing consistently excellent service. Aims to become a professional expert by offering optimal financial solutions to help members build financial freedom. Educates members to improve financial well-being and promotes convenient self-service options.
ESSENTIAL FUNCTIONS AND BASIC DUTIES (I)
Create positive internal experiences with staff and collaborate to achieve department goals.
Provide personalized member experiences and meet members’ needs during interactions.
Accurately process member transactions and respond to inquiries.
Address member concerns and strive to resolve issues positively.
Maintain cash drawer and exercise cash handling skills.
Develop knowledge of core products and financial solutions for personalized recommendations.
Educate members on self-service and digital solutions.
Identify opportunities to retain members and recommend additional services where appropriate.
Educate members on SAFE membership benefits and grow membership through engaged conversations.
Develop sales and referral skills based on members’ financial needs and goals.
Learn strategies to achieve branch sales, service, and operational objectives.
Participate in daily branch operations and opening/closing tasks.
Maintain awareness of changes in policies, procedures, products, and services.
Assist with minor account and card maintenance and safe deposit access.
Support other branch locations as needed.
Assist with other duties as assigned.
QUALIFICATIONS (I) Education/Certification:
High school diploma or GED; and one year of related experience in customer service and/or cash handling, or equivalent combination of education and experience.
Experience Required:
The ability to perform essential duties satisfactorily with reasonable accommodations where applicable.
Skills/Abilities:
Ability to problem solve.
Customer service and experience skills.
Knowledge of various computer software programs.
Effective communication and teamwork abilities.
POSITION PURPOSE Relationship Officer II:
Responsible for fulfilling members' transactional requests and general account maintenance while providing consistently great service. Serves as a professional expert, offering optimal financial solutions and educating members to improve their financial well-being and convenience with self-service options.
ESSENTIAL FUNCTIONS AND BASIC DUTIES (II)
Provide exceptional internal collaboration to meet department goals.
Create personalized member experiences and respond to inquiries.
Process transactions and maintain accurate information.
Demonstrate knowledge of core products and financial solutions for tailored recommendations.
Educate members on self-service and digital tools.
Retain members and grow relationships by addressing barriers and offering additional services.
Educate on SAFE membership benefits and growth opportunities.
Utilize sales and referral skills for cross-selling as appropriate.
Develop personal sales, operational, and service performance skills.
Contribute to branch sales, service, and operational goals.
Oversee opening and closing duties and after-hours tasks.
Maintain awareness of policy and product changes.
Support other branches as needed and develop new account relationships.
Process loan applications and inquiries related to personal loans and credit cards; assist with minor account maintenance, wires, disputes, and digital options.
Provide guidance on digital options and promote digital platforms; pursue digital certification when available.
Assist with other duties as assigned.
*In a Training Branch, refer to the Mentor Certification addendum for potential opportunities.
QUALIFICATIONS (II) Education/Certification:
High school diploma or 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:
As above; duties and requirements are those essential to the role.
Skills/Abilities:
Ability to problem solve.
Strong customer service and experience skills.
Knowledge of various computer software programs.
Effective communication and teamwork.
ADDITIONAL SECTIONS
Language Skills
– Excellent verbal/written communication, relationship-building, reading, and basic writing.
Mathematical Skills
– Basic arithmetic, rates, ratios, percent, and interpretation of simple graphs.
Physical Demands
– Standard office demands; occasional lifting up to 10 pounds; vision requirements; moderate noise.
Intended as a standard job description; management reserves the right to modify duties as needed.
#J-18808-Ljbffr