SAFE Credit Union · 1 month ago
Relationship Officer III/IV (Land Park)
Sacramento, CA
Full-time
Hybrid
Entry, Mid Level
$25/hr - $29/hr
2+ years expSAFE Credit Union is dedicated to providing excellent financial services and support to its members. The Relationship Officer III/IV is responsible for assisting members with their banking needs, building and retaining relationships, and offering tailored financial solutions to enhance members' financial well-being.
Financial Services
Responsibilities
Create positive internal experiences with staff and collaborate with team members to achieve department and organizational goals
Maintain focus on retaining and building member relationships by providing 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 strong knowledge of core products and loan solutions 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
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
Establish new accounts and member relationships
Demonstrate relationship building skills uncovering member needs to evaluate and offer best solutions
Assist members with account maintenance, processing wires, submitting transactional disputes, lobby management and online/mobile banking solutions
Process loan applications, perform loan maintenance for consumer vehicle loans, personal loans and credit cards while supporting member inquiries related to all loan types
Serve as a subject matter expert being Digitally Certified. Demonstrate proficiency in promoting, using, and educating members on digital, self-service options, troubleshooting digital tools, and with the potential opportunity to certify others
Support other branch locations as needed by branch leadership
Analyze member finances and credit data, as well as other relevant financial information, to evaluate and offer the best solutions
Demonstrate knowledge of advanced deposit, account and lending solutions, as well as financial education tools, to help members achieve their financial goals
Assist with safe deposit access, maintenance, new box opening and box closing
Assist with the development of fellow to enhance their skills and knowledge
Provide transaction approval within authority while assisting staff with transactions
Assist staff in addressing member friction and error resolutions by offering solutions or products to enhance the member experience
Obtain a Notary certification and Signature Guarantee certification as needed to support branch requirements
Proactively engage with members in the lobby, greeting them at the door to assess their needs, and provide tailored, solution-oriented options to drive member convenience and enhance the overall experience
Assist in branch operational review to ensure compliance and operational soundness
Assist with other duties, as assigned
Qualification
Required
High school diploma or GED
Two years of related customer service experience
At least 1 year of related banking experience
Excellent communication skills (verbal, written, listening skills, and empathy)
Expert ability to build relationships with leaders, business partners, and stakeholders
Ability to interpret a variety of instructions furnished in written, oral, or schedule form
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
Benefits
Full medical
Vision
Dental
401k matching
HSA
FSA
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.
Company
SAFE Credit Union
SAFE Credit Union provides credit cards, mortgages, commercial lending, auto loans, investing & retirement planning, checking & banking.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2025-11-18Acquired
Leadership Team
Michael McCarthy
Chief Technology Officer
Alexis Fitzpatrick
EVP, Chief Finance Officer
Recent News
2025-11-21
PR Newswire
2025-11-18
Seattle TechFlash
2025-11-10
Company data provided by crunchbase