Part-Time Teller - Relationship Officer I/II (North Natomas)
hace 1 día
Sacramento
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 to work 20-25 hours/week 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 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 REA