Responsible for becoming a professional expert, offering members the best solutions and an exceptional experience every time. Processes a variety of member transactions and educates our members about products and services that will help improve their financial well-being. Will work in and travel to branches within any of the designated regions.


  • Develop and maintain positive member and staff relationships.
  • Provide transactional service to members.
  • Pleasantly greet all members within ten seconds and ten feet.
  • Use the members name at least twice during the transaction.
  • Accept and process deposits, withdrawals, and payments according to SAFEs policies and procedures.
  • Process over-the-counter requests for cashiers checks, Visa cash advances, gift cards, postage stamps, temporary checks, and Visa debit cards.
  • Thank members for their business and use SAFE in the closing statement.
  • Maintain individual cash drawer with appropriate drawer limits and balance drawer at the end of shift, or as instructed by Management.
  • Initiate sales and service activities:
  • Develop personal sales and referral skills.
  • Achieve monthly personal sales and referral goals.
  • Initiate a sales activity with every member interaction.
  • Assist in achievement of branch sales goals.
  • Generate referrals and leads to the platform, Branch Business Specialist, and/or LBE, Real Estate Mortgage Officer, SAFE Financial Services, and SAFEs Business Development Officer.
  • Assist in the branchs daily opening and closing activities.
  • Assist in the balancing and auditing of all negotiable and dual-custody facilities.
  • Maintain accurate and complete records of member transactions.
  • Follow CIP procedures and complete regulatory reports to ensure compliance with BSA.
  • Participate in personal self-development training through the completion of internal and external training programs.
  • Assist with other duties, as assigned.



    High school diploma or general education degree ; and one year related experience in customer service and/or cash handling; or equivalent combination of education and experience.

    Experience Required:

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


  • Knowledge of various computer software programs.
  • Ability to communicate effectively.
  • Ability to function in a team environment as a proven team player.
  • Ability to travel to branches within the Sacramento region.



  • Excellent communication skills .
  • Expert ability to build relationships with other leaders, business partners, and stakeholders.
  • Ability to read and comprehend simple instructions, short correspondence, and memos.
  • Ability to write simple correspondence.
  • Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.


  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
  • Ability to compute rate, ratio, and percent, and to draw and interpret bar graphs.
  • Ability to apply common-sense understanding to carry out detailed but uninvolved written or oral instructions.
  • Ability to deal with problems involving a few concrete variables in standardized situations.


    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

  • While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls.
  • The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.
  • The employee must occasionally lift and/or move up to 10 pounds.
  • Specific vision abilities required by this job include close vision.
  • The noise level in the work environment is usually moderate.


    This is not necessarily an all-inclusive list of job-related responsibilities, duties, skills, efforts, requirements or working conditions. All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.

    In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

    Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.

    Job Details:

    Posted Date : 2022-05-07

    Job type : Full Time

  • Learn More & Apply