Relationship Officer III/IV (Roseville)
SAFE Credit UnionRoseville, California, United States
Posted December 17, 2025
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
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.
Requirements
- High school diploma or GED.
- Two years of related customer service experience.
- At least 1 year of related banking experience.
Benefits
- Full medical, vision, dental, 401k matching, HSA, and FSA
- Professional Development Opportunities
- Recognition and Appreciation
- Flexible Work Arrangements
- Positive Company Culture
- Career Growth
- Work-Life Balance
- Employee Empowerment
- Space of Belonging
- Wellness Programs
- Strong Leadership
- Sense of Purpose