Relationship Banker

Telhio Credit Union; Columbus (OH); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Competitive pay

Medical plan options

401(K) matching plan

Paid holidays and vacation

Mentorship programs

Job summary

A leading credit union in Ohio seeks a Relationship Banker to provide exceptional service and financial solutions to members. Responsibilities include performing transactions accurately, cross-selling products, and maintaining member confidence. Candidates must have a high school diploma, experience in customer service, and effective communication skills. The role offers competitive pay, comprehensive benefits, and opportunities for personal career growth within a supportive workplace culture.

Qualifications

• 1-3 years experience in member/customer service required.
• 1-3 years experience in financial services preferred.
• Notary License and NMLS Designation required upon hire.

Responsibilities

• Perform transactions efficiently in DNA.
• Cross-sell credit union products to members.
• Open and maintain consumer accounts.

Skills

Effective communication skills

Attention to detail

Excellent time management

Education

High School Diploma or Equivalent

Associates degree

Tools

DNA System

Ascensus

Job description

Relationship Banker

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

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. This is a full time position working Monday through Friday (9am - 6pm) and rotating Saturdays (9am - 1pm).

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.

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
• Benefits: several medical plan options, dental, free vision, free life and free disability 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. 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‑Collective Bargaining Unit

Telhio is an Equal Opportunity Employer