Relationship Officer III/IV (West Roseville)
SAFE Credit Union · Roseville, California, US
Hourly Range: Relationship Officer III: $25. 00 - $27. 00 Relationship Officer IV: $27.
Job description
Hourly Range: Relationship Officer III: $25.00 - $27.00 Relationship Officer IV: $27.00 - $29.00 Exact compensation may vary based on skill, experience and location. Why SAFE? SAFE offers so much more than just full medical, vision, dental, 401k matching, HSA, and FSA! Learn more about how we support our workforce! 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, conducting financial assessments and recommending the most appropriate products and services to fulfill member’s needs. Offer member education to improve their financial well-being, share convenient self-service options and digital solutions. Fulfills member transactional requests, issue resolution, account maintenance and cross-sells services, establishes new account and handles loan applications. ESSENTIAL FUNCTIONS AND BASIC DUTIES QUALIFICATIONS Education/Certification: High school diploma or GED. Required Knowledge: Two years of related customer...