Relationship Banker | Member Finance Advisor

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

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.