Relationship Officer IV/WTL (Folsom)
SAFE Credit Union · Folsom, California, US
Hourly Range: $29. 00 - $34. 50 Exact compensation may vary based on skill, experience and location.
Job description
Hourly Range: $29.00 - $34.50 Exact compensation may vary based on skill, experience and location. *Must have open availability Monday - Saturday. POSITION PURPOSE Responsible for helping members with their banking needs and achievement of financial well-being. Demonstrates expertise in financial services, providing consistently great service, and acts as a knowledgeable resource for SAFE. Responsible for building and retaining relationships internally and externally, promoting business for SAFE by conducting a thorough financial assessment, and recommending the most appropriate products and services, fulfilling the members current and future financial needs. Offer member education to improve their financial well-being and convenient self-service options. Fulfills member transactional requests, cross-sells and fulfills new accounts including but not limited to business, consumer, and fiduciary, performs account maintenance, and resolves member service issues. Supporting at a higher capacity, contributing not just as an individual contributor but helping oversee the branch productivity and operations. Engage in employee coaching ensuring employees are adequately trained and able to...