Member Service Representative I/II/Sr. (West Sacramento)

Hourly Range: $18.50 - $22.00
Exact compensation may vary based on skill, experience and location.

• 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
Responsible for becoming a professional expert, offering members the best solutions and an exceptional experience every time. Processes a variety of member transactions and educates our members about products and services that will help improve their financial well-being.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

• Develop and maintain positive member and staff relationships.
• Provide transactional service to members.
  • Pleasantly greet all members within ten seconds and ten feet.
  • Use the member’s name at least twice during the transaction.
  • Accept and process deposits, withdrawals, and payments according to SAFE’s policies and procedures.
  • Process over-the-counter requests for cashier’s checks, Visa cash advances, gift cards, postage stamps, temporary checks, and Visa debit cards.
  • Thank members for their business and use SAFE in the closing statement.
• Maintain individual cash drawer with appropriate drawer limits and balance drawer at the end of shift, or as instructed by Management.
• Initiate sales and service activities:
  • Develop personal sales and referral skills.
  • Achieve monthly personal sales and referral goals.
  • Initiate a sales activity with every member interaction.
  • Assist in achievement of branch sales goals.
  • Generate referrals and leads to the platform, Branch Business Specialist, and/or LBE, Real Estate Mortgage Officer, SAFE Financial Services, and SAFE’s Business Development Officer.
• Assist in the branch’s daily opening and closing activities.
• Assist in the balancing and auditing of all negotiable and dual-custody facilities.
• Maintain accurate and complete records of member transactions.
• Follow CIP procedures and complete regulatory reports to ensure compliance with BSA.
• Participate in personal self-development training through the completion of internal and external training programs.
• Assist with other duties, as assigned.

QUALIFICATIONS 

Education/Certification:
High sch