Float Relationship Banker — Travel Across Branches

Telhio Credit Union; Columbus (OH); On-site; USD 38,000 - 54,000; Full time

Benefits offered by this job

Competitive pay

Benefits package

401(k) matching

Career growth

Volunteer opportunities

Job summary

Telhio Credit Union in Columbus, OH is seeking a Float Relationship Banker to travel across branch locations and serve members with extraordinary service and innovative financial solutions. You will uncover needs and act as a trusted advisor, providing the One Telhio solution.

Daily duties include handling transactions in DNA, opening IRAs/HSAs in Ascensus, cross-selling services, and ensuring compliance with Telhio policies.

Qualifications

• High School Diploma or Equivalent (Required)
• 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)
• Background check including: Credit, Drug Screen, Bondability, & Criminal Background (required)

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

Skills

Customer service

Communication

Cash handling

Education

High School Diploma

Tools

DNA system

Job description

Telhio Credit Union in Columbus, OH is seeking a Float Relationship Banker to travel across branch locations and serve members with extraordinary service and innovative financial solutions. You will uncover needs and act as a trusted advisor, providing the One Telhio solution.

Daily duties include handling transactions in DNA, opening IRAs/HSAs in Ascensus, cross-selling services, and ensuring compliance with Telhio policies.