Teller - Relationship Officer II (Citrus Heights)

Hourly Range: 

Relationship Officer II: $24.00 - $25.00
This opportunity is a mentor level position at our Citrus Heights training branch and will require direct banking experience.

** Must have open availability Monday - Saturday

• 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.
• Demonstrate 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.  
• Utilize sales and referral skills to effectively cross sell products and services based on the members' financial needs and goals.
• Develop skills to achieve personal sales, operational and service performance goals.
• Assist in achievement of overall branch sales, service, and operational goals.
• Actively participate in branch’s daily operational activities.
• Oversee and execute the opening and closing duties 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.
• Support other branch locations as needed by branch leadership.
• Develop skills to establish new account and member relationships.
• Develop relationship building skills uncovering member needs to evaluate and offer best solutions.
• Process loan applications, maintenance and members inquiries regarding Personal loans, and Credit Cards.
• Assist members with minor account maintenance, processing wires, submitting transactional disputes, lobby management and online/mobile banking solutions.
• Assist with safe deposit access and minor box maintenance.
• Provide Guidance to member and peers on digital options and ensure effective use of the digital platforms. Serve as a go-to resource for members and peers in navigating and troubleshooting digital tools and functionalities. 
• Become Digitally Certified by completing all the required training, demonstrate proficiency in promoting, using, and educating members on digital, self-service options, troubleshooting digital tools, and with the potential opportunity to certify others.
• Assist with other duties, as assigned.