SAFE Credit Union is looking for a Relationship Officer to help members achieve their financial well-being by providing expert financial services and building lasting relationships. In this role, you’ll act as a knowledgeable resource, conduct financial assessments, and recommend personalized products and services.

What You'll Do

Create positive internal experiences and collaborate with team members to achieve department and organizational goals.
Maintain focus on retaining and building member relationships by providing personalized member experiences.
Accurately process member transaction requests and respond to member questions and inquiries.
Proactively address member concerns and complaints, striving to resolve issues positively.
Exercise effective cash handling skills and maintain an individual cash drawer.
Demonstrate strong knowledge of core products and loan solutions to provide personalized recommendations.
Educate members on self-service and digital solutions at each opportunity.
Identify opportunities to retain members by proactively offering solutions that address barriers or concerns.
Educate members and potential members on the benefits of a SAFE membership and identify opportunities to grow membership.
Utilize sales and referral skills to effectively cross sell products and services based on 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.

What We're Looking For

High school diploma or GED.
Two years of related customer service experience.
At least 1 year of related banking experience.
Must have open availability Monday - Saturday.

Benefits & Compensation

Full medical, vision, dental
401k matching
HSA
FSA
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.
Compensation: Relationship Officer III: $23.00 - $25.00 per hour; Relationship Officer IV: $24.50 - $28.00 per hour.