Relationship Banker

Telhio Credit Union • Reynoldsburg, OH

27d

About The 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).

Requirements

• 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)
• Excellent Time management
• Attention to detail
• Telhio applicants must be able to pass a background check including: Credit, Drug Screen, Bondability, & Criminal Background.

Nice To Haves

• Associates degree (Preferred)
• 1-3 yrs – Experience in Financial Services (Preferred)

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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees