Relationship Banker

Telhio Credit Union; Worthington (OH); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical plan

Dental plan

Vision plan

Life insurance

Disability insurance

401(k) match

Job summary

Telhio Credit Union is seeking a Relationship Banker to uncover and satisfy member needs and act as a trusted advisor. The role focuses on delivering extraordinary service and innovative financial solutions.

This full-time position operates Monday–Friday (9am–6pm) with rotating Saturdays (9am–1pm). Responsibilities include handling deposits, loan payments, IRA/HSAs, wires, and cross-selling products while maintaining confidentiality and adhering to procedures.

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.

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; inform members of new services and products promotions; ascertain customer needs; direct customers to lobby and partner representatives
• Conform/Comply with Telhio policies, procedures, and regulations
• Maintain member confidence and protect operations by confidentiality
• Balance cash drawers accurately
• Participate in dual-control functions; assist in audits
• Open all consumer accounts in DNA; perform all account maintenance for consumer and business members
• Process all disputes for consumer and business members
• Close loans when needed for members in branch

Skills

Customer service

Sales

Cross-selling

Communication

Notary

NMLS designation

Education

High School Diploma or GED

Notary License / NMLS designation

Tools

DNA system

Ascensus

3rd party portal

Job description

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)
• 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