Jobs and Careers
SA

Teller - Relationship Officer I/II (North Natomas)

SAFE Credit Union
Sacramento, 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.

Apply for this role

Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.

Apply Now →Generate Application Kit

Free account required — sign up in 30s

Company

SAFE Credit Union

View company profile →