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Relationship Officer III / IV (Lincoln)

Relationship Officer III / IV (Lincoln)

SAFE Credit UnionLincoln, CA, US
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Relationship Officer

Hourly Range : Relationship Officer III : $25.00 - $27.00 Relationship Officer IV : $27.00 - $29.00 Exact compensation may vary based on skill, experience and location.

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

Responsible 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 members 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 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.
  • Establish new accounts and member relationships.
  • Demonstrate relationship building skills uncovering member needs to evaluate and offer best solutions.
  • Assist members with account maintenance, processing wires, submitting transactional disputes, lobby management and online / mobile banking solutions.
  • Process loan applications, perform loan maintenance for consumer vehicle loans, personal loans and credit cards while supporting member inquiries related to all loan types.
  • Serve as a subject matter expert being Digitally Certified. Demonstrate proficiency in promoting, using, and educating members on digital, self-service options, troubleshooting digital tools, and with the potential opportunity to certify others.
  • Support other branch locations as needed by branch leadership.
  • Analyze member finances and credit data, as well as other relevant financial information, to evaluate and offer the best solutions.
  • Demonstrate knowledge of advanced deposit, account and lending solutions, as well as financial education tools, to help members achieve their financial goals.
  • Assist with safe deposit access, maintenance, new box opening and box closing.
  • Assist with the development of fellow to enhance their skills and knowledge.
  • Provide transaction approval within authority while assisting staff with transactions.
  • Assist staff in addressing member friction and error resolutions by offering solutions or products to enhance the member experience.
  • Obtain a Notary certification and Signature Guarantee certification as needed to support branch requirements.
  • Proactively engage with members in the lobby, greeting them at the door to assess their needs, and provide tailored, solution-oriented options to drive member convenience and enhance the overall experience.
  • Assist in branch operational review to ensure compliance and operational soundness.
  • Assist with other duties, as assigned.

    • Qualifications

    Education / Certification : High school diploma or GED. Required Knowledge : Two years of related customer service experience. At least 1 year of related banking experience. 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.

    Work Environment / Physical Demands Summary

  • Excellent communication skills (verbal, written, listening skills, and empathy).
  • Expert ability to build relationships with leaders, business partners, and stakeholders.
  • Ability to interpret a variety of instructions furnished in written, oral, or schedule form.
  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
  • 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.
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    Relationship Officer • Lincoln, CA, US

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