Member Experience Banker & Financial Solutions Advisor

Telhio Credit Union; Worthington (OH); Sur place; USD 42 000 - 54 000; Plein temps

Avantages offerts par ce poste

Competitive pay

Medical, dental, vision, life, and STD

401(k) with 6% match

Paid holidays, vacation, and personal/

Career growth and mentorship

Volunteer opportunities

Résumé du poste

Telhio Credit Union in Worthington, OH is seeking a Relationship Banker to act as a trusted advisor to our members. You will uncover needs, present financial solutions, open and service accounts, and promote Telhio products with a focus on extraordinary service.

This full-time role operates Monday–Friday 9am–6pm with rotating Saturdays 9am–1pm. A high school diploma, customer service and financial services experience, and required licenses are essential.

Qualifications

• High School Diploma or Equivalent is required.
• Notary License is required upon hire.
• NMLS Designation is required upon hire.
• Effective communication skills (oral and written) are important.
• Background check including credit, drug screen, bondability, and criminal background is required.

Responsabilités

• Perform all transactions in DNA accurately and efficiently (cash withdrawals, deposits, loan payments).
• Process credit card payments in our 3rd party portal.
• Perform IRA/HSA transactions in Ascensus and open IRAs/HSAs.
• Open all consumer accounts in DNA and perform account maintenance for members.
• Process disputes for consumer and business members and close loans when needed.
• Inform members about Telhio products, services, and promotions; cross-sell as appropriate.
• Conform to Telhio policies, procedures, and regulatory requirements; participate in dual-control functions.
• Balance cash drawers accurately and assist in audits as requested.

Connaissances

Customer service

Financial services

Communication skills

Formation

High School Diploma or Equivalent

Notary License

NMLS Designation

Description du poste

Telhio Credit Union in Worthington, OH is seeking a Relationship Banker to act as a trusted advisor to our members. You will uncover needs, present financial solutions, open and service accounts, and promote Telhio products with a focus on extraordinary service.

This full-time role operates Monday–Friday 9am–6pm with rotating Saturdays 9am–1pm. A high school diploma, customer service and financial services experience, and required licenses are essential.