Relationship Banker (Float)

Telhio Credit Union; Columbus (OH); On-site; USD 30,000 - 58,000; Full time

Job summary

A leading credit union in Columbus, Ohio is seeking a Relationship Banker (Float) to provide exceptional service to members while achieving sales targets. This role involves traveling to various branch locations, engaging with members to offer personalized financial solutions. Candidates should possess strong customer service skills and be able to effectively communicate financial products.

Benefits

Competitive Pay

Opportunity to earn incentive pay

Benefits including several medical plan options

6% matching and immediately vested 401(k) plan

Generous schedule for paid holidays, vacation and personal time

Career growth and mentorship programs

Qualifications

• Three or more years of member/customer service experience.
• Effective oral and written communication skills.
• Must have a valid driver's license.

Responsibilities

• Achieve and exceed sales targets.
• Perform all member transactions accurately.
• Identify opportunities for cross-selling financial products.

Skills

Communication

Time Management

Attention to Detail

Customer Service

Education

Three years of customer service experience

Three years of financial services experience

Job description

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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. Telhio's mission is to be a trusted financial partner, committed to serving our community with integrity, care and commitment. Every interaction with our members is guided by these core values. We foster a culture of accountability, respect, and inclusivity-embracing diverse perspectives and actions to strengthen our organization, Board of Directors, staff, and membership.

About Our Position

The Relationship Banker at Telhio Credit Union is a critical role for each of our branch locations. The Relationship banker is accountable for uncovering and satisfying the needs of our members; being a trusted advisor for our members and providing customized solutions for our members. Your key focus will be to ensure that you are delivering extraordinary service and innovative financial solutions to our members.(As a Float) - You will be asked to travel across the entire footprint of our branch locations in Columbus, if needed.

What you will do

• Achieve and exceed sales targets, demonstrating the ability to consistently generate revenue through deposit and loan products.
• Perform all member transactions accurately and efficiently (i.e. withdraws, deposits, loan payments).
• Open deposit and lending accounts and complete maintenance for existing and new members, both consumer and business.
• Identify opportunities for cross-selling various financial products and services.
• Analyze members' financial needs and offer personalized solutions.
• Establish and maintain strong relationships with members, providing exceptional service and financial guidance.
• Cross-sell credit union products by answering inquiries; informing members of new services and product 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.
• Witness and assist in audits as requested.
• Maintain accurate records of sales activities, member interactions, and branch operations.
• Collaborate with internal partners as necessary to care for member's needs.
• Participate and partner with our workplace banking program as requested.
• Performs other tasks as requested by supervisors as they relate to the bank and its functions.
  
  

What you will need

• Three or more years of member/customer service experience
• Three or more year's financial services experience preferred
• Effective oral and written communication skills
• Excellent time management skills
• Attention to detail
• Ability to work some Saturday hours
• Must have a valid driver's license
• Telhio applicants must be able to pass a background check including: Credit, Drug Screen, Bondability, & Criminal Background.
  
  

What you will earn

• Competitive Pay
• Opportunity to earn incentive pay
• Benefits: several medical plan options, dental, free vision, free life and free disability insurance
• Additional financial incentive programs for employees enrolled in our 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

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Accounting

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