Relationship Banker

Telhio Credit Union, Inc.; Westerville (OH); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

401K matching

Paid time off

Paid holidays

Disability and life insurance

AD&D policy

Wellness incentives

Employee banking benefits

Career advancement

Job summary

Telhio Credit Union, Inc. in Westerville, OH is seeking a Relationship Banker to deliver exceptional service and financial solutions to our members. You will uncover and satisfy member needs as a trusted advisor, acting as the "One Telhio" solution for members.

This is a full-time position with hours Monday through Friday 9am–6pm and rotating Saturdays 9am–1pm. You will process transactions in DNA, open accounts, and cross-sell products while maintaining security and confidentiality in a

Qualifications

• High school diploma or equivalent is required.
• 1–3 years experience in member/customer service is required.
• 1–3 years experience in financial services is preferred; Notary license and NMLS designation are required upon hire.

Responsibilities

• Perform all transactions in DNA accurately and efficiently (cash withdrawals, deposits, loan payments).
• Process credit card payments in 3rd party portal.
• Perform IRA/HSAs in Ascensus and open IRAs/HSAs.
• Process member requests for wires as needed.
• Inform members about products, services and promotions; cross-sell where appropriate.
• Open consumer accounts in DNA and perform account maintenance for members.

Skills

Effective communication

Customer service

Education

High School Diploma or Equivalent

Notary License

NMLS Designation

Tools

DNA system

Ascensus

Job description

At Telhio, we believe proud, valued employees create proud, valued members.

We are committed to developing a pathway of growth for our employees that provides the opportunity for a career—not just a job—where you can develop your skills and be promoted from within, whether working full or part-time!

Our mission is to serve our members' financial needs to create a stronger community. Join our team and you will not only find the pathway of growth you may be looking for, but you'll be helping to make our Ohio communities better and stronger, too.

Working for Telhio has its benefits.

• Immediate vesting eligibility with company-matched 401K
• Competitive paid time off benefits
• Generous number of paid holidays
• Employer paid group disability and group life insurance, plus an AD&D policy
• Incentives for meeting Health & Wellness goals
• Employee-only benefits on checking accounts and loans
• Opportunities for career advancement, and more!

Available Positions

Position:Relationship Banker

Location: 855 Polaris Parkway

Westerville, OH

Job Id:1161

# 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 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. 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)
• 1-3 yrs – Experience in Member/Customer Service (Required)
• 1-3 yrs – Experience in Financial Services (Preferred)l
• Notary License (Upon hire/ Required)
• NMLS Designation (Upon hire/ Required)
• Effective communication skills (oral and written)
• 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-CollectiveBargaining Unit

Telhio is an Equal Opportunity Employer

Family members of current Telhio employees, board or committee members or contractors are not eligible for employment with Telhio. Please contact Human resources directly at 614-221-3233 ext. 8201 if you have trouble accessing the online site. Candidates can obtain a paper employment application at any physical branch location if they are unable to apply online.