Jobs and Careers
SA
Teller - Relationship Officer I/II (North Natomas)
SAFE Credit UnionSacramento, United Statesfull_timeVerifiedPosted 4 Sept 2025
About the role
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
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 PURPOSERelationship 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. ESSENTIAL FUNCTIONS AND BASIC DUTIES
- 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.
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