Branch Relationship Manager
Company: Telhio Credit Union
Location: Westerville
Posted on: January 1, 2026
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Job Description:
Telhio Credit Union, a thriving member-focused financial
institution, seeks a dedicated Branch Relationship Manager to lead
and enhance the client interactions at one of our dynamic branches.
This role focuses on nurturing positive relationships with members
while guiding branch staff towards achieving business goals through
superior customer service and effective financial management. As a
steward of Telhio Credit Union's values, the Branch Relationship
Manager will play a pivotal role in ensuring financial products and
services meet the detailed needs of our members. Develop and deepen
member relationships through effective needs-based selling and
marketing of financial products and services. Manage overall branch
operations to meet goals for growth and profitability, while
ensuring compliance with regulatory, security, and audit
procedures. Coach, mentor, and lead a team of sales and service
professionals to provide exceptional service and create an engaging
work environment. Analyze detailed financial data to inform
strategic decision-making and branch performance. Drive local
outreach initiatives to enhance community engagement and brand
visibility within the region. Implement effective risk management
strategies to minimize losses and protect member assets. Strong
leadership and people management skills Proven ability to sell and
market financial products Excellent verbal and written
communication skills Proficiency in CRM software and MS Office
Ability to analyze financial reports and market trends High
aptitude for risk management and compliance standards Medical
Insurance Dental Insurance Vision Insurance Life Insurance 401k
Certified Financial Services Auditor (CFSA) Certified Relationship
Management Specialist (CRMS) preferred
Keywords: Telhio Credit Union, Dayton , Branch Relationship Manager, Accounting, Auditing , Westerville, Ohio