Relationship Officer III/IV (Granite Bay)
SAFE Credit UnionRoseville, California, United States
Posted October 15, 2025
50000 - 58000 USD year
Full Time
About the Company
SAFE Credit Union, established in 1940, is a financial leader serving Northern California with $4.6 billion in assets and approximately 236,000 members. Offering a wide range of services including small business loans, home loans, online banking, and mobile solutions, SAFE prioritizes member satisfaction and provides a robust set of employee benefits. The credit union is insured by the NCUA and recognized as an Equal Housing Opportunity lender.
Job Description
SAFE is seeking a Relationship Officer to assist members with their banking needs and financial well-being. This role involves providing expert financial advice, conducting financial assessments, recommending suitable products and services, and managing member relationships, both internally and externally. The position emphasizes personalized customer experiences, digital solutions, and a supportive work environment.
Requirements
- Create positive internal experiences and collaborative efforts.
- Accurately process member transactions, respond to inquiries, and resolve issues.
- Maintain focus on member relationships and provide personalized service.
- Proficient in core financial products and loan solutions.
- Use digital solutions and assist members with online/mobile banking.
Benefits
- Professional Development Opportunities
- Recognition and Appreciation
- Flexible Work Arrangements
- Positive Company Culture
- Career Growth
- Work-Life Balance
- Employee Empowerment
- Wellness Programs
- Strong Leadership
- Sense of Purpose
