Float Relationship Banker — Travel & Member Solutions

Telhio Credit Union; Columbus (OH); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Competitive pay

Incentive pay

Medical plans

Dental coverage

Vision coverage

Life insurance

Disability insurance

401(k) match

Holidays & vacation

Career growth

Job summary

Telhio Credit Union seeks a Float Relationship Banker to empower members with personalized financial solutions and outstanding service. You will travel across our Columbus branch footprint, opening accounts, processing transactions, and guiding customers to the right Telhio products and services.

The role requires strong communication, attention to detail, and the ability to pass a background check including credit and drug screen.

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
• Background check including: Credit, Drug Screen, Bondability, & Criminal Background

Responsibilities

• Perform all transactions in DNA accurately and efficiently (i.e. Cash Withdrawals, 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
• 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

Cash handling

Cross-selling

Communication skills

Time management

Attention to detail

Education

High School Diploma or GED

Associates degree

Job description

Telhio Credit Union seeks a Float Relationship Banker to empower members with personalized financial solutions and outstanding service. You will travel across our Columbus branch footprint, opening accounts, processing transactions, and guiding customers to the right Telhio products and services.

The role requires strong communication, attention to detail, and the ability to pass a background check including credit and drug screen.