Personal Banker - Relationship Officer IV​/Work Team Lead (East Sacramento

Hourly Range: $29.00 - $34.50

Exact compensation may vary based on skill, experience and location.

* Must have open availability Monday - Saturday.

• 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.

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 achieve goals set for them.

• Display high engagement with staff and collaborate with team members to achieve department and organizational goals.
• Maintain focus on retaining and building member relationships by providing 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.
• Demonstrate in-depth knowledge of core products and loan solutions 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.
• Utilize sales and referral skills to effectively cross sell products and services based on the members' financial needs and goals.
• Consistently achieve personal sales, operational and service performance goals.
• Assist in achievement of overall branch sales, service, and operational goals. In addition, support in the development of branch tactics to obtain these goals.
• Actively participate in branch’s daily operational activities, including but not limited to performing operational assessments and resolving corrective tickets.
• Lead independently 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.
• Establish new member, business, and fiduciary relationships and account maintenance.
• Demonstrate relationship building skills uncovering member needs to evaluate and offer best solutions.
• Assist members with consumer and fiduciary 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.
  
  Consistently…