Jobs and Careers

Personal Banker - Relationship Officer III/IV (Rocklin)

United Statesfull_timeVerifiedPosted 27 Jan 2026

About the role

Hourly Range: Relationship Officer III: $25.00 - $27.00Relationship Officer IV: $27.00 - $29.00Exact compensation may vary based on skill, experience and location.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 PURPOSEResponsible for helping members with their banking needs and achievement of financial well-being. Demonstrates expertise in financial services, providing consistently great service, and acts as a knowledgeable resource for SAFE. Responsible for building and retaining relationships internally and externally, conducting financial assessments and recommending the most appropriate products and services to fulfill member’s needs. Offer member education to improve their financial well-being, share convenient self-service options and digital solutions. Fulfills member transactional requests, issue resolution, account maintenance and cross-sells services, establishes new account and handles loan applications. ESSENTIAL FUNCTIONS AND BASIC DUTIES

Create positive internal experiences 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 strong 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.
Achieve personal sales, operational and service performance goals.
Assist in achievement of overall branch sales, service, and operational goals.
Actively participate in branch’s