Branch Relationship Manager

Telhio Credit Union; Reynoldsburg (OH); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical plans

Dental

Vision

Life Insurance

Disability Insurance

401(k) match

Job summary

Telhio Credit Union is seeking a Branch Relationship Manager to lead branch performance and staff development. You will coach tellers and Relationship Bankers, drive deposits and partner products, and build strong member relationships across the community.

The role emphasizes leadership, coaching, and collaboration with Business Banking to grow small business relationships while delivering outstanding member service.

Qualifications

• High school diploma or equivalent is required.
• 3–5 years leadership experience is required.
• 6–8 years of Retail Banking experience is required.
• Notary License is required upon hire.
• NMLS Designation is required upon hire.
• Must pass a background check including credit, drug screen, criminal and bondability.

Responsibilities

• Lead, plan and manage branch financial performance.
• Direct, manage and develop tellers, Relationship Bankers and other branch staff through coaching and training.
• Inspire team to achieve performance excellence and build lasting member relationships.
• Recruit, retain and hire talent based on business needs.
• Conduct quarterly and annual performance evaluations for direct reports.
• Build lasting member relationships internally and externally to achieve branch results.
• Partner with Business Banking on joint business appointments to grow Small Business relationships.
• Ensure branch operations comply with policy and procedures and audits.

Skills

Leadership

Retail Banking

Coaching

Member Advisory

Education

High School Diploma/Equivalent

Notary License

NMLS Designation

Job description

Formed in 1934, Telhio began as a credit union for Columbus Telephone Company (now AT&T) employees. Telhio now serves over 70,000 member-owners throughout central and southwest Ohio. As one of the largest credit unions in Ohio, Telhio is a strong financial institution that continues to serve its members through extraordinary service, innovative financial solutions and community involvement. After generations of service and growth, we never lose focus of our three core values - Caring, Commitment, and Integrity.

Position Summary:

The Branch Relationship Manager (BRM) is the key position that connects our branches to our community. With your leadership and expertise, the BRM role is a key part of the community and market that your branch represents. By meeting with new businesses and market chambers, you will drive the business back to your teams, allowing for opportunities for staff to create lasting relationships with our members.

The Branch Relationship Manager is responsible for the day-to-day operations and activities at their Retail location(s). You are responsible for hiring and developing staff. You will lead your team to achieve performance excellence through effective coaching and development. With the help of your team, you will lead the branch to perform to goals set forth within Telhio's strategic goals. You will direct all aspects of branch operations, drive deposit growth, drive partner products and coach all employees towards member service excellence and sales success.

Responsibilities

• Lead, plan and manage branch financial performance
• Direct, manage and develop Tellers, Relationship Bankers and other branch team members through effective coaching and training.
• Inspire each member of the branch team to achieve performance excellence and create lasting member relationships.
• Create a positive culture, where teamwork is paramount, excellent member service is achieved, and accountability is desired
• Recruit, retain and hire talent based on business needs
• Conduct quarterly and annual performance evaluations for all direct reports
• Build lasting member relationships internally and externally to contribute to achieving branch results
• Partners with Business Banking on joint business appointments, as needed, to build relationships with Small Businesses in the market. Attend community and volunteer events.
• Communicates openly with team and possesses the ability to make tough decisions.
• Manage and lead staff to conduct branch operations in accordance with our policy and procedures
• Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent changes, delays, or unexpected events
• Collaborating with Credit Union partners to elevate member experience, system processes and relationship building for members
• Manage and correct member complaints and handle all escalated items.
• Process member transactions accurately and efficiently (i.e. deposits, withdrawals, transfers and more) when applicable
• Open deposit and lending accounts and complete maintenance for existing and new members when applicable
• Other job duties and functions as assigned by leadership
• Responsible for all branch operations and audits.
• Ensure proper timekeeping for all branch staff.
• Manage & Lead Staff to conduct Branch Operations.
• Ensuring branch has all the necessary marketing and supplies to operate.
• Ensures proper branch cash levels are maintained by managing cash delivery/shipment.
• All scheduling done efficiently and effectively to accommodate member needs
• Responsible for branch performance in all metrics, including, but not limited to:
• Member service
• Manage employee development and training effectively
• Ensure on-the-floor marketing materials are current.
• Ensure all necessary reporting is updated.
• Inform and update staff regarding new marketing promotions.
• Attend training/meetings as required by management.
• Lead meeting, as necessary, with branch employees.
• Complete all necessary reporting as required by management
• Mentor, coach, and motivate other team members (new and existing).
• Give regular feedback to staff on work performance by engaging in daily conversations with individuals and groups.
• Builds and maintains a dynamic culture.
• Completes performance reviews bi-annually, as directed by Telhio Leadership.

Qualifications

• High School Diploma/Equivalent (Required)
• 3-5 years leadership experience (Required)
• 6-8 years of Retail Banking experience (Required)
• 1-3 years of Business Banking experience (Preferred)
• Notary License (Upon hire/ Required)
• NMLS Designation (Upon hire/ Required)
• Demonstrates in depth knowledge of financial products and banking regulations
• Demonstrates strong member advisory skills
• Demonstrates experience with/broad understanding of personal and commercial financial solutions
• Must be able to pass a background check including: Credit, Drug Screen, Criminal and bondability.

What you will earn:

• Opportunity to earn incentive and bonus
• Benefits: several medical plan options, dental, free vision, free life and free disability insurance
• Additional financial incentive programs for employees enrolled in our insurance
• 6% matching and immediately vested 401(k) plan
• Generous schedule for 14 paid holidays, vacation and personal time for a healthy work-life balance
• Opportunity for personal career growth, continued education and mentorship programs
• Volunteer opportunities impacting the local community

Physical Demands:

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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This position requires sitting; some reaching; frequent standing and walking; some stooping or kneeling. The employee must occasionally lift and move up to 50 pounds.

This is a Non-CollectiveBargaining Unit

Telhio is an Equal Opportunity Employer