Client Relationship Associate

Relationship Banker

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, 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).

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.

Qualifications :

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.

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.

This is a Non-Collective Bargaining Unit

Telhio is an Equal Opportunity Employer

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