Remote-Eligible Relationship Banking Specialist

SAFE Credit Union; Roseville (CA); On-site; USD 52,000 - 60,000; Full time

Benefits offered by this job

Training programs

Mentorship

Flexible work arrangements

Career growth

Work-life balance

Job summary

SAFE Credit Union in Roseville, CA is seeking a Relationship Officer III/IV to help members with banking needs and financial well-being. You will provide great service, assess member needs, and recommend products. The role emphasizes relationship building, cross-selling, and helping members use digital tools.

The position involves cash handling, opening/closing duties, and collaborating with teammates to achieve branch goals. Prior banking experience and strong communication are required.

Qualifications

• Two years of related customer service experience.
• At least 1 year of related banking experience.
• Excellent communication and interpersonal skills.

Responsibilities

• Assist members with account transactions and inquiries.
• Provide personalized service and build member relationships.
• Cross-sell SAFE products and services based on member needs.
• Process loan applications and related maintenance tasks.
• Educate members on digital self-service options and tools.

Skills

Customer service

Relationship building

Cross-selling

Education

High school diploma or GED

Job description

SAFE Credit Union in Roseville, CA is seeking a Relationship Officer III/IV to help members with banking needs and financial well-being. You will provide great service, assess member needs, and recommend products. The role emphasizes relationship building, cross-selling, and helping members use digital tools.

The position involves cash handling, opening/closing duties, and collaborating with teammates to achieve branch goals. Prior banking experience and strong communication are required.