Member Service Representative

Job Description

Job Description

Member Service Representative

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.

Summary:
The Member Service Representative at Telhio Credit Union is a critical role for each of our branch locations. The Member Service Representative is accountable for uncovering and satisfying the needs of our members; being a trusted advisor for our members and providing customized solutions for our members. Your key focus will be to ensure that you are delivering extraordinary service and innovative financial solutions to our members.

What you will do:

• 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.
• Problem Solving skills.
• Achieve and exceed sales targets, demonstrating the ability to consistently generate revenue through deposit and loan products.
• Perform all member transactions accurately and efficiently (i.e., withdrawals, deposits, loan payments)
• Open deposit and lending accounts and complete maintenance for existing and new members, both consumer and business.
• Identify opportunities for cross-selling various financial products and services.
• Analyze members' financial needs and offer personalized solutions.
• Establish and maintain strong relationships with members, providing exceptional service and financial guidance.
• Comply with all applicable Telhio policies, procedures, and regulations.
• Ensure client confidentiality and data security.
• Witness and assist in audits as requested.
• Maintain accurate records of sales activities, member interactions, and branch operations.
• Collaborate with internal partners as necessary to care for member's needs.
• Participate and partner with our workplace banking program as requested.
• Performs other tasks as requested by supervisors as they relate to the bank and its functions.

What you will need:

• High School Diploma or Equivalent G.E.D.
• One or more years of member/customer service experience.
• One or more years of financial services experience preferred.
• Effective oral and written communication skills.
• Excellent time management skills.
• Attention to detail.
• Demonstrates strong relationship building skills.
• Demonstrates strong member advisory skills.
• Notary Public preferred.
• Telhio applicants must be able to pass a background check including Credit, Drug Screen, Bendability, & Criminal Background.

What you will earn:

• Competitive Pay
• Opportunity to earn incentive pay
• Benefits: several medical plan options, dental, free vision, free life and free disability insurance
• Additional financial incentive programs for employees enrolled in our 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.
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 Collective Bargaining Unit
Telhio is an Equal Opportunity Employer

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