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    Workplace Banking Relationship Manager I - Columbus, United States - Telhio Credit Union

    Telhio Credit Union
    Telhio Credit Union Columbus, United States

    3 weeks ago

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    Description

    Position:
    Workplace Banking Relationship Manager I Location: Columbus, OH
    Job Id: 659

    of Openings:

    1 Formed in 1934, Telhio Credit Union began as a credit union for Columbus Telephone Company (now AT&T) employees.

    Over 85 years later, Telhio now serves over 70,000 member-owners throughout central and southwest Ohio though our 13 full-service branch offices, online and with our mobile app.

    As the 6th largest credit union in Ohio, and the #1 ranked SBA Lender among Ohio credit unions, Telhio is a strong financial institution that continues to serve its members and community through extraordinary service and innovative financial solutions.

    After generations of service and growth, we never lose focus of our original three core values - Caring, Commitment, and Integrity.


    Position Summary:

    The Workplace Banking Relationship Manager I position serves as the primary point of contact for our Telhio Workplace Banking Partners and their employees.

    The day to day handling of the employee's accounts may be farmed out to the member's assigned branch(s) and their associated workplace champion bankers.

    This position works with the leadership of our Workplace Banking Partners to establish new and profitable ways for Telhio Credit Union to better engage with, and bring solutions to, their employees.

    The WPB Relationship Manager I will also identify and engage new WPB Partners, educating them on the benefits of Telhio membership and setting up engagement events for their staff(s).

    The holder of this office must also be proficient in the uncovering of opportunities within their book of business and the effective introduction of appropriate Telhio team members to fulfill these needs.

    In addition to working the existing WPB book of business, this position must develop internal and external partnerships that can be leveraged for introductions and relationships.

    The WPB Relationship Manager I collaborates with our consumer facing branch teammates to uncover new opportunities.

    Furthermore, they will work with the leadership team(s) of each branch location to involve branch bankers in onsite(s) as necessary.

    Furthermore this position will partner with the Business Banking Relationship Managers (BBRM) in the further development of the Workplace Banking Program and its membership solutions.

    This role requires a flexible individual, who is comfortable having 3 question deep conversations regarding all of Telhio's business lines.


    What you will do:

    Responsible for functions that align with the Workplace Banking process in daily work to create an exceptional member experience.

    Opportunity Management Developing and maintaining an in-depth knowledge of WPB services and products as well as working knowledge of the other business lines of the credit union Leads, coordinates, and assembles team (as necessary) to properly staff workplace events.

    Acts as lead member advocate for members in matters pertaining to workplace banking.

    Employs and maintains a disciplined approach to prospecting and documenting new partner engagement in alignment with performance metrics outlined below Builds a new partner referral pipeline by leveraging introductions from internal & external sources.

    Actively participates in community organizations and events to source new relationship development opportunities and demonstrate Telhio's commitment to the local community Develops a comprehensive understanding of the needs of partner's employees Delivers distinctive service by completing annual relationship reviews with all partners, consistently updates the CRM software with current partner data, call summaries, etc Brings Telhio partners to the table to deepen the relationship based upon need and assessment.

    This individual is expected to deliver the highest level of service to their assigned portfolio while r
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