Teller - Relationship Officer I/II; Market Region
Citrus Heights, Sacramento County, California, 95611, USA
Listed on 2026-07-09
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Finance & Banking
Bank Customer Service
Relationship Officer I: $22.00 - $23.00
Relationship Officer II: $24.00 - $25.00
Availability- Must have open availability Monday - Saturday
Exact compensation may vary based on skill, experience and location.
This role is hired for the Central Market Region and will begin at the Interim Branch of Assignment in Citrus Heights. The selected candidate must be flexible and willing to be permanently assigned to work at any branch location within the Central Market Region as positions become available.
Interim Branch
Location:
Citrus Heights Branch — 7475 Madison Ave., Citrus Heights, CA 95610
Central Market Branch Locations:
Sunrise – 7601 Sunrise Blvd., Citrus Heights, CA 95610, Antelope – 7887 Walerga Rd., Antelope, CA 95843, Watt – 4636 Watt Ave., North Highlands, CA 95660, El Camino – 3560 El Camino Ave., Sacramento, CA 95821, Citrus Heights – 7475 Madison Ave., Citrus Heights, CA 95610.
Why SAFE?
- 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.
Relationship Officer I is responsible for fulfilling members transactional requests and providing consistently great service. Responsible for becoming a professional expert by offering optimal financial solutions to members to help build their financial freedom. Offer member education to improve their financial well‑being and convenient self‑service options.
Essential Functions and Basic Duties – Relationship Officer I- 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…
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