Relationship Banker

2 months ago


Worthington, Minnesota, United States Telhio Credit Union Full time
About the Position

The Relationship Banker at Telhio Credit Union will be responsible for delivering exceptional member service and financial solutions. As a trusted advisor, you will uncover and satisfy the needs of our members, ensuring they receive extraordinary service and innovative financial solutions.

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.
  • Manage 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 directing customers to lobby and partner representatives.
  • 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.
  • Participate in dual-control functions and assist with audits as requested.
  • Open consumer accounts in DNA.
  • Perform account maintenance for consumer and business members.
  • Process disputes for consumer and business members.
  • Closes loans for members in branch as needed.
  • Perform other tasks as requested by supervisors.
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.
  • Valid driver's license.
  • Pass a background check, including credit, drug screen, bondability, and criminal background.
What We Offer
  • Competitive pay.
  • 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.
  • Opportunity for personal career growth, continued education, and mentorship programs.
  • Volunteer opportunities impacting the local community.