Float Relationship Banker

Telhio Credit Union; Gahanna (OH); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive pay

Incentive pay opportunities

Medical plan options

Dental coverage

Vision coverage

Life insurance

Disability insurance

401(k) matching

Job summary

Telhio Credit Union is seeking a Float Relationship Banker in Gahanna, OH. The role requires serving members as a trusted advisor, delivering financial solutions, and traveling across Telhio branch locations as needed to meet member needs.

The position emphasizes service excellence, knowledge of products, and compliance with all policies. A Notary and NMLS designation are required upon hire, with opportunities for career growth and competitive benefits.

Qualifications

• High School Diploma or Equivalent is required.
• Associates degree is preferred.
• 1-3 yrs - Customer service experience is required.
• 1-3 yrs - Experience in financial services is preferred.
• Notary license is required upon hire.
• NMLS designation is required upon hire.
• Strong communication skills, both oral and written.
• Excellent time management and attention to detail.
• Background check including credit, drug screen, bondability & criminal history.

Responsibilities

• Perform transactions accurately in DNA: cash, deposits, loan payments.
• Process credit card payments in the 3rd party portal.
• Open IRAs and HSAs in Ascensus and handle related transactions.
• Process wires and inform members about products and promotions.
• Cross-sell credit union products and guide members to suitable services.
• Maintain confidentiality and comply with Telhio policies and procedures.
• Balance cash drawers and participate in dual-control procedures.
• Assist in audits and open/maintain consumer and business accounts.

Skills

Communication

Time management

Attention to detail

Education

High School Diploma or Equivalent

Associates degree

Job description

Position: Float Relationship Banker

Location: 5380 North Hamilton Road, Gahanna, OH

Job Id: 1138

# of Openings: 1

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.

About our Position

The Float Relationship Banker at Telhio Credit Union, you will be accountable for uncovering and satisfying the needs of our members; Being a trusted advisor for our members and be the "One Telhio" solution for our members. Your key focus will be to ensure that you deliver extraordinary service and innovative financial solutions to our members. As a Float) - You will be asked to travel across the entire footprint of our branch locations in Columbus, if needed.

Responsibilities

• Perform all transactions in DNA accurately and efficiently (i.e. Cash Withdraws, Deposits, loan payments)
• Process Credit Card payments in our 3rd party portal
• Perform all IRA/HSA/etc. transactions in Ascensus
• Open IRAs and HSAs in Ascensus.
• Process member requests for wires, as needed.
• Inform Members about products, services, and current promotions
• Cross-sell credit union products by answering inquiries; informing members of new services and products promotions; ascertaining customer needs; directing customers to lobby and partner representatives.
• Conform/Comply with all applicable Telhio policies, procedures, and regulations.
• Maintains member confidence and protects credit union operations by keeping information confidential, cautioning others regarding potential breaches.
• Balance cash drawers accurately.
• Complies with credit union operations and security procedures by participating in all dual-control functions.
• Witness and assist in audits as requested.
• Open all consumer accounts in DNA.
• Perform all account maintenance for consumer and business members.
• Process any, and all, disputes for consumer and business members.
• Closes loans, when needed, for members in branch.
• Perform other tasks as requested by supervisors as they relate to the bank and its functions
• (As a Float) - They will be asked to travel across the entire footprint of our branch locations in Columbus, if needed

Required Qualifications

• High School Diploma or Equivalent (Required)
• Associates degree (Preferred)
• 1-3 yrs - Experience in Member/Customer Service (Required)
• 1-3 yrs - Experience in Financial Services (Preferred)
• Notary License (Upon hire/ Required)
• NMLS Designation (Upon hire/ Required)
• Effective communication skills (oral and written)
• Excellent Time management
• Attention to detail
• Telhio applicants must be able to pass a background check including: Credit, Drug Screen, Bondability, & Criminal Background.

What you will earn:

• Competitive Pay
• Opportunity to earn incentive pay
• 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 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.

While performing the duties of this job, you will need to have good manual dexterity as well as speaking and hearing ability. 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. It is expected that the employee will read, compile, compute and record numerical and statistical data.

This is a Non-Collective Bargaining Unit

Telhio is an equal opportunity employer