Remote Relationship Banker: Growth & Digital Solutions

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

Benefits offered by this job

Professional development

Recognition program

Flexible scheduling

Culture of inclusion

Career growth

Work-life balance

Employee empowerment

Job summary

SAFE Credit Union in Sacramento, CA is seeking a Relationship Officer III/IV to assist members with their banking needs and promote financial well-being. You will deliver consistently great service, assess member needs, and recommend products and digital solutions to improve their financial health.

The role emphasizes relationship-building, cross-selling, and accurate processing of transactions, while guiding members through digital tools and self-service options.

Qualifications

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

Responsibilities

• Process member transactions and respond to member questions and inquiries.
• Demonstrate knowledge of core products and loan solutions to provide personalized recommendations.
• Cross-sell products and services based on members' financial needs and goals.
• Educate members on self-service and digital solutions.
• Assist in opening and closing duties of branch offices and daily operational tasks.
• Address member concerns and resolve issues in a positive manner.

Skills

Customer service

Banking

Education

High school diploma or GED

Job description

SAFE Credit Union in Sacramento, CA is seeking a Relationship Officer III/IV to assist members with their banking needs and promote financial well-being. You will deliver consistently great service, assess member needs, and recommend products and digital solutions to improve their financial health.

The role emphasizes relationship-building, cross-selling, and accurate processing of transactions, while guiding members through digital tools and self-service options.