Teller - Relationship Officer I​/II; Roseville

POSITION OVERVIEW

Hourly Range: Relationship Officer I: $20.00 - $21.00
• Relationship Officer II: $21.00 - $24.00

Exact compensation may vary based on skill, experience and location.

Must have open availability Monday - Saturday.

SAFE offers more than full medical, vision, dental, 401k matching, HSA, and FSA. Learn how we support our workforce.

• Professional Development Opportunities: Training programs, workshops, and mentorship.
• Recognition and Appreciation: Regularly acknowledging employee achievements and contributions.
• Flexible Work Arrangements: Options for remote work and flexible scheduling.
• Positive Company Culture: Inclusive, collaborative, and supportive environment.
• Career Growth: Clear paths for advancement and internal promotions.
• Work-Life Balance: Healthy balance between work and personal life.
• Employee Empowerment: Autonomy in roles and decision-making.
• Space of Belonging: ERGs, YOUnity Council, and diversity, equity, inclusion and belonging initiatives.
• Wellness Programs: Initiatives for physical and mental health.
• Strong Leadership: Leaders who inspire, support, and guide teams.
• Sense of
  
  Purpose:
  
  Alignment of company goals with employees' values.

Relationship Officer I: Responsible for fulfilling members' transactional requests and providing consistently excellent service. Aims to become a professional expert by offering optimal financial solutions to help members build financial freedom. Educates members to improve financial well-being and promotes convenient self-service options.

• Create positive internal experiences with staff and collaborate to achieve department goals.
• Provide personalized member experiences and meet members’ needs during interactions.
• Accurately process member transactions and respond to inquiries.
• Address member concerns and strive to resolve issues positively.
• Maintain cash drawer and exercise cash handling skills.
• Develop knowledge of core products and financial solutions for personalized recommendations.
• Educate members on self-service and digital solutions.
• Identify opportunities to retain members and recommend additional services where appropriate.
• Educate members on SAFE membership benefits and grow membership through engaged conversations.
• Develop sales and referral skills based on members’ financial needs and goals.
• Learn strategies to achieve branch sales, service, and operational objectives.
• Participate in daily branch operations and opening/closing tasks.
• Maintain awareness of changes in policies, procedures, products, and services.
• Assist with minor account and card maintenance and safe deposit access.
• Support other branch locations as needed.
• Assist with other duties as assigned.

Education/Certification: High school diploma or GED; and one year of related experience in customer service and/or cash handling, or equivalent combination of education and experience.

Experience

Required:

The ability to perform essential duties satisfactorily with reasonable accommodations where applicable.

Skills/Abilities:

• Ability to problem solve.
• Customer service and experience skills.
• Knowledge of various computer software programs.
• Effective communication and teamwork abilities.

Relationship Officer II: Responsible for fulfilling members' transactional requests and general account maintenance while providing consistently great service. Serves as a professional expert, offering optimal financial solutions and educating members to improve their financial well-being and convenience with self-service options.

• Provide exceptional internal collaboration to meet department goals.
• Create personalized member experiences and respond to inquiries.
• Process transactions and maintain accurate information.
• Demonstrate knowledge of core products and financial solutions for tailored recommendations.
• Educate members on self-service and digital tools.
• Retain members and grow relationships by addressing barriers and offering additional services.
• Educate on SAFE membership benefits and growth opportunities.
• Utilize sales and referral skills for cross-selling as appropriate.
• Develop…