SAFE Credit Union · 1 week ago
Part-Time Teller - Relationship Officer I/II (West Sacramento)
West Sacramento, CA
Part-time
Onsite
Entry, Mid Level
$22/hr - $25/hr
1+ years expSAFE Credit Union is a financial institution that prioritizes member service and professional development. The Relationship Officer I/II is responsible for fulfilling members' transactional requests, providing education on financial solutions, and ensuring a positive member experience.
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
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
Support other branch locations as needed by branch leadership
Develop skills to establish new account and member relationships
Develop relationship building skills uncovering member needs to evaluate and offer best solutions
Process loan applications, maintenance and members inquiries regarding Personal loans, and Credit Cards
Assist members with minor account maintenance, processing wires, submitting transactional disputes, lobby management and online/mobile banking solutions
Assist with safe deposit access and minor box maintenance
Provide Guidance to member and peers on digital options and ensure effective use of the digital platforms. Serve as a go-to resource for members and peers in navigating and troubleshooting digital tools and functionalities
Become Digitally Certified by completing all the required training, demonstrate proficiency in promoting, using, and educating members on digital, self-service options, troubleshooting digital tools, and with the potential opportunity to certify others
Qualification
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
Preferred
Banking experience preferred
Benefits
Full medical, vision, dental, 401k matching, HSA, and 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