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$22/hr–$25/hr
Full-time
high school
Medical, Vision, Dental, 401k matching, HSA, FSA
Posted 3d ago
~40 hrs/week
Responsibilities
The Relationship Officer is responsible for processing member transactions, providing excellent customer service, and offering financial solutions to improve member well-being. They also actively participate in branch operations, including opening and closing procedures and promoting digital self-service options.
Requirements
Candidates must have a high school diploma or GED and at least one to three years of related experience in customer service or cash handling. Strong communication, problem-solving, and computer skills are required to effectively assist members and collaborate within a team environment.
Full job description
Hourly Range:
Relationship Officer I: $22.00 - $23.00
Relationship Officer II: $24.00 - $25.00 Exact compensation may vary based on skill, experience and location.
** Must have open availability Monday - Saturday
This role is hired for the Metro Core Market Region and will begin at the Interim Branch of Assignment in Land Park. The selected candidate must be flexible and willing to be permanently assigned to work at any branch location within the Metro Core Market Region as positions become available.
Interim Branch Location:
Land Park Branch — 4700 Freeport Blvd., Sacramento, CA 95822
Metro Core Market Branch Locations:
Watt – 4636 Watt Ave., North Highlands, CA 95660
El Camino – 3560 El Camino Ave., Sacramento, CA 95821
North Natomas – 2761 Del Paso Rd., Sacramento, CA 95835
East Sacramento – 6341 Folsom Blvd., Sacramento, CA 95819
West Sacramento – 2105 Town Center Plaza, West Sacramento, CA 95691
Land Park – 4700 Freeport Blvd., Sacramento, CA 95822
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 PURPOSE
Relationship 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.
Support other branch locations as needed by branch leadership.
Assist with other duties, as assigned.
QUALIFICATIONS
Education/Certification:
High school diploma or general education degree (GED); and one-year related experience in customer service and/or cash handling; or equivalent combination of education and experience.
Experience Required:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Skills/Abilities:
Ability to problem solve.
Possess customer service and experience skills.
Knowledge of various computer software programs.
Ability to communicate effectively.
Ability to function in a team environment as a proven team player.
POSITION PURPOSE
Relationship Officer II is responsible for fulfilling members transactional requests and general account maintenance while providing consistently great service. Serve as a professional expert, 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.
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.
*In a Training Branch, please refer to the Mentor Certification addendum for potential opportunities to receive this certification.
QUALIFICATIONS
Education/Certification:
High school diploma or general education degree (GED); and three years of related experience in customer service and/or cash handling; or equivalent combination of education and experience.
Required Knowledge:
Banking experience preferred.
Experience Required:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Skills/Abilities:
Ability to problem solve.
Possess strong customer service and experience skills.
Knowledge of various computer software programs.
·Ability to communicate effectively.
·Ability to function in a team environment as a proven team player.
WORK ENVIRONMENT/PHYSICAL DEMANDS SUMMARY
LANGUAGE SKILLS
Excellent communication skills (verbal, written, listening skills, and empathy).
Expert ability to build relationships with other leaders, business partners, and stakeholders.
Ability to read and comprehend simple instructions, short correspondence, and memos.
Ability to write simple correspondence.
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
MATHEMATICAL SKILLS AND REASONING ABILITY
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to compute rate, ratio, and percent, and to draw and interpret bar graphs.
Ability to apply common-sense understanding to carry out detailed but uninvolved written or oral instructions.
Ability to deal with problems involving a few concrete variables in standardized situations.
PHYSICAL DEMANDS AND WORK ENVIRONMENT
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls.
The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 10 pounds.
Specific vision abilities required by this job include close vision.
The noise level in the work environment is usually moderate.
INTENT AND FUNCTION OF JOB DESCRIPTIONS
This is not necessarily an all-inclusive list of job-related responsibilities, duties, skills, efforts, requirements or working conditions.All descriptions have been reviewed to ensure that only essential functions and basic duties have been included.Peripheral tasks, only incidentally related to each position, have been excluded.Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions.While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals.However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
SAFE Credit Union has been part of the Sacramento story since 1940—committed to building financial freedom for our members and our community. With over 250,000 members, we understand that no two financial journeys are the same. That’s why we offer knowledge, opportunities, and personalized support. SAFE. For What's Next.
Explore a career with SAFE, where professional growth, work-life balance, and employee support are an innate part of our culture. Enjoy benefits like medical, dental, vision, 401(k), and profit sharing. Join one of Sacramento’s Best Places to Work.
Insured by NCUA | Equal Housing Opportunity Lender
Offices: 2295 Iron Point Rd, Folsom, California 95630, US
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How many Finance & Accounting jobs are open in Sacramento, CA right now?
There are currently 555 open finance & accounting positions in Sacramento, CA listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Sacramento, CA?
Companies currently hiring include Golden 1 Credit Union, Vituity, H&R Block, MedAmerica, Gallagher Bassett, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Sacramento, CA?
Yes — 313 of the 555 open finance & accounting positions offer remote or hybrid work (155 remote, 158 hybrid).
How do I apply for Finance & Accounting jobs in Sacramento, CA?
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