SAFE Credit Union · 11 hours ago
Relationship Officer IV/WTL (Roseville)
Roseville, California
Full-time
Onsite
Mid Level
$29/hr - $34.50/hr
3+ years expSAFE Credit Union is a financial institution dedicated to helping its members achieve financial well-being. The Relationship Officer IV/WTL is responsible for assisting members with their banking needs, building and retaining relationships, and promoting SAFE's products and services while also overseeing branch productivity and operations.
Financial Services
Responsibilities
Display high engagement 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 in-depth 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
Consistently achieve personal sales, operational and service performance goals
Assist in achievement of overall branch sales, service, and operational goals. In addition, support in the development of branch tactics to obtain these goals
Actively participate in branch’s daily operational activities, including but not limited to performing operational assessments and resolving corrective tickets
Lead independently 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
Establish new member, business, and fiduciary relationships and account maintenance
Demonstrate relationship building skills uncovering member needs to evaluate and offer best solutions
Assist members with consumer and fiduciary 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. Consistently demonstrate promoting, using, and educating members on digital, self-service options, troubleshooting digital tools, and certify others
Analyze member finances and credit data, as well as other relevant financial information, to evaluate and offer the best solutions
Serve as a subject matter expert, demonstrating in-depth knowledge of advanced deposit, account and lending solutions, as well as financial education tools, to help members achieve their financial goals
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
Provide coaching and development conversations to employees
Obtain Signature Guarantee Certification
Potential to obtain Notary certification, as needed
Support other branch locations as needed by branch leadership
Provide feedback and support the development of digital training tools to educate peers
Maintain confidence with employee and organizational concerns, SAFE Credit Union policies and procedures, member financial data and personal information
Support and complete routine branch audits to enhance overall efficiency and operational soundness
Act in a supervisory capacity, including but not limited to providing approvals, supporting member escalations, opening, and closing the branch independently including but not limited to before hours and after-hours operational tasks, and representing leadership in various aspects in the branch, meetings, and collaborative environments
Assist with other duties, as assigned
Qualification
Required
High school diploma or GED
Three years of related customer service experience
At least 3 years of related banking experience
Excellent communication skills (verbal, written, listening skills, and empathy)
Expert ability to build relationships with other 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
Preferred
Obtain Signature Guarantee Certification
Potential to obtain Notary certification, as needed
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