Business Banking Relationship Manager

Position:Business Banking Relationship ManagerLocation:6851 North High StreetWorthington, OHJob Id:925# of Openings:1Formed 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.Position Summary:The Business Banking Relationship Manager (BBRM) - Is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $5 million while actively managing and deepening member relationships. Key responsibilities include supporting growth and profitability of the small business member base, working collaboratively with retail team members identifying, developing, and driving results, and acquiring new member opportunities through prospecting, networking, and developing external referral sources. Job expectations include selling and servicing business products including loan originations, deposit products, merchant services, business credit cards and ancillary services for business members under the following guidelines - Lend up to $750,000 aggregate exposure per relationship. A complete understanding of all loan products and operational procedures is essential. The BBRM, must be highly organized and detail oriented. Written and verbal communication skills are essential along with the ability to work under pressure within a deadline driven environment. Must be able to work independently with little supervision.Responsibilities:Review loan applications and forward to Underwriter within 24 hoursReviews loan application information for completenessVerifies receipt of Personal Financial StatementVerification of Personal Tax returnsVerification of Corporate Tax returnsOther documents as neededSubmit the loan file to underwritingBusiness Lending Production and Cross Selling the following products:Merchant ServicesBusiness Credit CardsMortgage/ Consumer Loan ReferralsNew Business Account and Deposit GrowthBusiness/ Personal Insurance PolicyDeposit Accounts and related ServicesWork with 3rd party vendors on product updates and trainingProperly document all referral services and member interactions in the following computer programs/system:EncompassSageworks (Relationship and Portfolio Management)Workflow ManagementCIPTickler reviewParticipate in industry related meetings and eventsRepresent the credit union in the community on various boards, committees, seeking out networking and other business opportunitiesMarketing, Prospective Cold Calling on Medium to Large Employers and/or Affinity GroupsPerforms other duties as assignedComplies with all policies and standardsQualifications:Bachelor's degree in Business Administration, Accounting or Finance (Preferred)1+ years of experience as a Branch Manager or equivalent role with a focus on community relationship-building (Required)1+ years of experience in any capacity within the lending process (Required)1-3 years Business Loan Administration (Preferred)Ability to read and understand bank, financial statement and tax return documents.Will Need to travel to different branches and member locations for appointments - Estimated travel 30% (Typically all in Ohio)Telhio applicants must be able to pass a background check including: Credit, Drug Screen, Bondab

Created: 2025-12-01