Telhio Credit Union
  • Worthington, West Wilson Bridge Rd
  • Worthington, OH, USA
  • Full Time

At Telhio, we believe proud, valued employees create proud, valued members. We are currently seeking a full time Member Service Rep at our Worthington and Reynoldsburg Branch locations.  

Telhio offers highly competitive pay based on applicant's experience. However, pay is just one component of our benefits package. We provide Health, Dental, Vision Disability, & Life insurance, complemented by free gym memberships for employees enrolled in our Health insurance. We offer a matching, immediately vested 401(k) plan. Our generous schedule for paid holidays, vacation, personal and sick time allow you the flexibility you need to maintain work-life balance; and we also offer employee training and an Employee Assistance Program (EAP).

Member Service Reps are the "face" of Telhio Credit Union; represent the Telhio image during all interactions with members and potential members. They create a welcoming, friendly environment for members as soon as they enter the doors or begin drive-through transactions; a "you own it" environment. They process a variety of personal and business financial transactions, including problem solving, and opening and closing accounts for members. They inform members about other Telhio products and services from which they could benefit. In addition, the focus of the MSR is to increase membership, deepen relationships with the membership by increasing products per member, and ensure the member service levels are meeting set expectations. 

Duties:

  • Take responsibility and accountability in following all service standards set forth by the credit union.
  • Build member relationships through selling and referring credit union products and services to meet members' financial needs (Includes but not limited to, all share products, loan products, retirement products, and investment products/services) - through face-to-face and calling efforts.
  • Assess member loan needs from start to finish starting with loan type, ancillary product review and submission of application via online system for approval. Finishing with the closing and follow up as needed.
  • Maintains knowledge of all Telhio loan products, services, procedures and compliance regulations while staying informed of all policy and procedural changes.
  • Achieves minimum sales goals as established by management.
  • Participate in obtaining individual and team sales and referral goals weekly, monthly, and annually.
  • Assist team with difficult transactions or complicated member service issues. 
  • Assist in preparation of daily, weekly, and, month-end reports regarding branch productivity, as well as, assist in performing required branch audits.
  • Adhere to established policies and procedures set forth in controlling cash funds assigned to the position in a cash drawer and/or cash vault.
  • Maintain member confidentiality at all times.
  • Perform teller transactions as requested by member.
  • Balance cash drawer and perform all end of day functions.
  • Perform vault duties and all end of day branch reconciliation.
  • Maintain service, product, and operations knowledge, as well as, knowledge of all regulatory compliance regulations applicable to job responsibilities.
  • Adhere to the Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), and Customer Identification Program (CIP) through completing reports accurately and as required by law.
  • Perform other duties as assigned or required to ensure member service standards and company objectives are successfully met.
  • Protect Telhio Credit Union assets by following established internal controls and policies, including balancing.

Qualifications:

  • Previous sales, cash handling, and banking experience preferred
  • Effective communication skills (oral and written)
  • Strong organizational skills to provide a high level of accuracy on all transactions
  • Possess team "attitude" and professionalism at all times
  • Strong computer/PC skills, ability to operate standard office machines needed to perform the job, such as computer terminal, calculator/adding machine, copier, and fax machine
  • High School graduate or G.E.D.
  • Service focused
  • Sales focused
  • Ability to multi-task
  • Telhio applicants must be able to pass a background check including: Credit, Drug Screen, Bondability, & Criminal Background.

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; 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.

Telhio is an Equal Opportunity Employer. 

Telhio Credit Union
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