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SAFE Credit Union · 1 day ago

Relationship Officer III/IV (West Sacramento)

West Sacramento, California

Full-time

Onsite

Entry, Mid Level

$27/hr - $29/hr

2+ years exp

SAFE Credit Union is dedicated to supporting its workforce and is seeking a Relationship Officer III/IV to assist members with their banking needs and promote financial well-being. The role involves building and retaining member relationships, conducting financial assessments, and providing personalized service to fulfill members' needs.

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

Customer serviceBanking experienceRelationship buildingFinancial educationDigital solutionsNotary certificationCommunication skillsProblem-solving

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

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