What are the responsibilities and job description for the Financial Services Representative position at Telhio Credit Union?
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.
Position Summary :
Telhio's Member Service Representatives interact with members to provide information in response to inquiries about products and services and to handle and resolve complaints. They create welcoming, friendly environment by warmly greeting and assisting members with opening new products and services as well as identifying and assessing member's needs to achieve satisfaction. The focus of the Member Service Representative is to build rapport with members deepening the relationship in order to cross sell products and services and ensure the level of service meets set expectations.
What you will do :
- Process Financial Transactions for Members and Non-Members
- Inform Members about Products & Services other than those requested, including current promotions, based on each member's financial information learned during interactions
- Deepen existing relationships by informing members about : Investment referrals, Acquiring Assets, Mortgage referrals, Loan referral Strategy, Sub-Share and Deposit Accounts, Business Service referrals
- Establish New Member Relationships
- Open and Close Accounts : HSA's, Money Market Accounts, Visa Accounts, Checking Accounts, Saving Accounts, CD's, Trusts, IRA's, Estates, Business Accounts, Close Consumer Loans, and Home Equity loans
- Transitioning members and prospects for loan needs to our inbound loan center
- Comply with all applicable Telhio policies and procedures, internal controls, and Federal, State and Local regulations applicable
- Contributes toward achieving Branch Goals & Objectives
- Assisting other team members when possible
- Showing flexibility and taking initiative
What you will need :
What you will earn :
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.
While performing the duties of this job, you will need to have good manual dexterity as well as speaking and hearing ability. 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. It is expected that the employee will read, compile, compute and record numerical and statistical data.
This is a Collective Bargaining Unit
Telhio is an equal opportunity employer
PI707ca5a44b32-31181-36900396
