Relationship Banker

2 weeks ago

Columbus, Ohio, United States Telhio Credit Union Full time
About Our Position

The Member Service Representative at Telhio Credit Union will be accountable for uncovering and satisfying the needs of our members. As a trusted advisor, you will be the 'One Telhio' solution for our members, delivering extraordinary service and innovative financial solutions. We are a local credit union serving and strengthening our community.

Key Responsibilities:
  • Perform all transactions in DNA accurately and efficiently, including cash withdrawals, deposits, and loan payments.
  • Process credit card payments through our 3rd party portal.
  • Process IRA/HSA transactions in Ascensus Open IRAs and HSAs.
  • 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 product promotions, and ascertaining customer needs.
  • Conform to and comply with all applicable Telhio policies, procedures, and regulations.
  • Maintain member confidence and protect credit union operations by keeping information confidential and cautioning others regarding potential breaches.
  • Balance cash drawers accurately.
  • Comply 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.
  • Perform other tasks as requested by supervisors as they relate to the bank and its functions.
  • Attend SEG events with Business Development Representatives as necessary.
  • Make outbound calls and attend networking activities as needed.
  • As backup, perform opening, closing, and other branch servicing duties.
Requirements:
  • Three or more years of member/customer service experience.
  • Three or more years of 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.
  • 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.
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, standing, and 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. Must drive occasionally.

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