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Job description
Relationship Officer
Hourly Range: Relationship Officer I: $22.00 - $23.00 Relationship Officer II: $24.00 - $25.00 Exact compensation may vary based on skill, experience and location. Must have open availability Monday - Saturday.
This role is hired for the Central Market Region and will begin at the Interim Branch of Assignment in Citrus Heights. The selected candidate must be flexible and willing to be permanently assigned to work at any branch location within the Central Market Region as positions become available.
Interim Branch Location: Citrus Heights Branch — 7475 Madison Ave., Citrus Heights, CA 95610 Central Market Branch Locations: Sunrise – 7601 Sunrise Blvd., Citrus Heights, CA 95610 Antelope – 7887 Walerga Rd., Antelope, CA 95843 Watt – 4636 Watt Ave., North Highlands, CA 95660 El Camino – 3560 El Camino Ave., Sacramento, CA 95821 Citrus Heights – 7475 Madison Ave., Citrus Heights, CA 95610
Why SAFE? SAFE offers so much more than just full medical, vision, dental, 401k matching, HSA, and FSA! Learn more about how we support our workforce!
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.
POSITION PURPOSE Relationship Officer I is responsible for fulfilling members transactional requests and providing consistently great service. Responsible for becoming a professional expert by offering optimal financial solutions to members to help build their financial freedom. Offer member education to improve their financial well-being and convenient self-service options.
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.
QUALIFICATIONS Education/Certification: 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. Experience Required: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Skills/Abilities:
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.
Worksite address
north highlands, CA, 95660, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.