What are the responsibilities and job description for the Relationship Banker (Float) 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.
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
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 Non-Collective Bargaining Unit
Telhio is an equal opportunity employer
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.
- 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.
- 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
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 Non-Collective Bargaining Unit
Telhio is an equal opportunity employer