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SAFE Credit Union · 11 hours ago

Teller - Relationship Officer I/II (West Sacramento)

West Sacramento, California

Full-time

Onsite

Entry, Mid Level

$22/hr - $25/hr

1+ years exp

SAFE Credit Union is a financial institution committed to providing excellent service and support to its members. The Relationship Officer I/II is responsible for fulfilling members' transactional requests and providing optimal financial solutions to enhance their financial well-being. This role involves educating members on self-service options and fostering positive relationships to promote membership growth.

Financial Services

Responsibilities

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

Qualification

Customer service skillsCash handling skillsProblem-solving abilityFinancial solutionsSalesReferral skillsComputer softwareTeam playerEffective communication

Required

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

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

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

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

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 to write simple correspondence

Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals

Ability to compute rate, ratio, and percent, and to draw and interpret bar graphs

Ability to apply common-sense understanding to carry out detailed but uninvolved written or oral instructions

Ability to deal with problems involving a few concrete variables in standardized situations

While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls

The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl

The employee must occasionally lift and/or move up to 10 pounds

Specific vision abilities required by this job include close vision

The noise level in the work environment is usually moderate