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Telhio Credit Union · 7 hours ago

Branch Relationship Manager

Westerville, OH

Full-time

Onsite

Senior Level

6+ years exp

Telhio Credit Union is one of the largest credit unions in Ohio, serving over 70,000 member-owners. The Branch Relationship Manager is responsible for the day-to-day operations of the branch, leading the team to achieve performance excellence and fostering strong relationships with members and the community.

BankingFinanceFinancial Services

Responsibilities

Lead, plan and manage branch financial performance

Direct, manage and develop Tellers, Relationship Bankers and other branch team members through effective coaching and training

Inspire each member of the branch team to achieve performance excellence and create lasting member relationships

Create a positive culture, where teamwork is paramount, excellent member service is achieved, and accountability is desired

Recruit, retain and hire talent based on business needs

Conduct quarterly and annual performance evaluations for all direct reports

Build lasting member relationships internally and externally to contribute to achieving branch results

Partners with Business Banking on joint business appointments, as needed, to build relationships with Small Businesses in the market. Attend community and volunteer events

Communicates openly with team and possesses the ability to make tough decisions

Manage and lead staff to conduct branch operations in accordance with our policy and procedures

Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent changes, delays, or unexpected events

Collaborating with Credit Union partners to elevate member experience, system processes and relationship building for members

Manage and correct member complaints and handle all escalated items

Process member transactions accurately and efficiently (i.e. deposits, withdrawals, transfers and more) when applicable

Open deposit and lending accounts and complete maintenance for existing and new members when applicable

Other job duties and functions as assigned by leadership

Responsible for all branch operations and audits

Ensure proper timekeeping for all branch staff

Manage & Lead Staff to conduct Branch Operations

Ensuring branch has all the necessary marketing and supplies to operate

Ensures proper branch cash levels are maintained by managing cash delivery/shipment

All scheduling done efficiently and effectively to accommodate member needs

Responsible for branch performance in all metrics, including, but not limited to:

Sales performance

Member service

Operational efficiencies

Manage employee development and training effectively

Ensure on-the-floor marketing materials are current

Ensure all necessary reporting is updated

Inform and update staff regarding new marketing promotions

Attend training/meetings as required by management

Lead meeting, as necessary, with branch employees

Complete all necessary reporting as required by management

Mentor, coach, and motivate other team members (new and existing)

Give regular feedback to staff on work performance by engaging in daily conversations with individuals and groups

Builds and maintains a dynamic culture

Completes performance reviews bi-annually, as directed by Telhio Leadership

Qualification

Retail Banking experienceBusiness Banking experienceNotary LicenseNMLS DesignationLeadership experienceFinancial products knowledgeMember advisory skillsPersonal financial solutionsCoaching skillsTeam managementCommunication skillsProblem-solving skills