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Telhio Credit Union · 11 hours ago

Relationship Banker

Columbus, Ohio

Full-time

Onsite

Entry Level

1+ years exp

Telhio Credit Union is a leading financial institution serving over 70,000 members in central and southwest Ohio. The Relationship Banker will be responsible for understanding and meeting the needs of members by providing exceptional service and innovative financial solutions.

BankingFinanceFinancial Services

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