Relationship Banker & Digital Solutions Specialist

SAFE Credit Union; West Sacramento (CA); On-site; USD 34,000 - 40,000; Full time

Benefits offered by this job

Professional development opportunities

Flexible work arrangements

Wellness programs

Career growth

Job summary

SAFE Credit Union is seeking a Relationship Officer to assist members with banking needs and support their financial wellbeing. The role emphasizes delivering excellent customer service, cross-selling services, and educating members on digital solutions to enhance convenience and satisfaction.

Two years of customer service experience and at least one year of banking experience are required. The position offers competitive hourly pay, potential for advancement, and a value-driven workplace

Qualifications

• Two years of related customer service experience.
• At least 1 year of related banking experience.

Responsibilities

• 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 knowledge of core products and loan solutions to provide personalized recommendations that meet member needs.

Skills

Customer service experience

Banking experience

Education

High school diploma or GED

Job description

SAFE Credit Union is seeking a Relationship Officer to assist members with banking needs and support their financial wellbeing. The role emphasizes delivering excellent customer service, cross-selling services, and educating members on digital solutions to enhance convenience and satisfaction.

Two years of customer service experience and at least one year of banking experience are required. The position offers competitive hourly pay, potential for advancement, and a value-driven workplace