Teller - Relationship Officer I / II (El Camino)

Relationship Officer Positions

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 :

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 :

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 :

Work Environment / Physical Demands Summary :