Teller - Relationship Officer I/II… at SAFE Credit… · Antelope

Summary: SAFE Credit Union is committed to providing excellent service and financial solutions to its members. The Relationship Officer I/II role involves fulfilling members' transactional requests and offering personalized financial education to enhance their financial well-being. Responsibilities: - 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 Required Qualifications: - 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 - Ability to problem solve - Possess customer service and experience skills - Knowledge of various computer software programs - Ability to communicate effectively - Ability to function in a team environment as a proven team player - 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 - Banking experience preferred - Ability to problem solve - Possess strong customer service and experience skills - Knowledge of various computer software programs - Ability to communicate effectively - Ability to function in a team environment as a proven team player - Excellent communication skills (verbal, written, listening skills, and empathy) - Expert ability to build relationships with other leaders, business partners, and stakeholders - Ability to read and comprehend simple instructions, short correspondence, and memos - Ability to write simple correspondence - Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization - Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals - Ability to compute rate, ratio, and percent, and to draw and interpret bar graphs - Ability to apply common-sense understanding to carry out detailed but uninvolved written or oral instructions - Ability to deal with problems involving a few concrete variables in standardized situations - While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls - The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl - The employee must occasionally lift and/or move up to 10 pounds - Specific vision abilities required by this job include close vision - The noise level in the work environment is usually moderate Required Skills: Cash handling, Computer software programs, Banking experience, Digital platforms, Loan processing, Account maintenance Benefits: Full medical, vision, dental, 401k matching, HSA, and 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.