VP Commercial Relationship Manager, Team Lead - Job at Telhio Credit Union in Columbus, OH

VP Commercial Relationship Manager, Team Lead

Columbus, OH

Posted 16 days ago

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Job Description

Position: VP Commercial Relationship Manager, Team Lead

Location:

Columbus, OH

Job Id: 682

# of Openings: 1

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.

Position Summary:
The VP Commercial Relationship Manager, Team Lead is responsible for leading a team of Business Lending Professionals to cultivate and manage small business and commercial lending opportunities.

What you will do:

Team Leadership: Manage, motivate, and develop a team of Commercial Lenders and Business Banking Relationship Managers to meet objectives within the core values of Telhio Credit Union.
Sales Strategy: Develop and execute sales strategies to meet lending and revenue goals outlined by the Chief Lending Officer.
Client Relationship Management: Cultivate and maintain relationships with commercial clients through monitoring activities and in person meeting expectations of team members.
Product Knowledge: Remain up to date on lending products, regulations, market trends, and SBA SOP changes to properly advise and educate your team members.
Reporting: Provide reporting to the Chief Lending Officer tracking sales performance, lending activities, turn times, and loan package efficiency Provides concise and effective communication of financial results in a timely manner to various stakeholders.
Risk Assessment: Assess and manage the credit risk associated with proposed loans to advise team members on loan structure, pricing, or potential decline by sales.
Collaboration: Coordinate with management of commercial underwriting, processing, and post-closing to provide feedback and assistance regarding turn times, compliance, quality control, and overall member service satisfaction.
Member Service: Monitor and respond to member inquiries or complaints to ensure member satisfaction is achieved. Review and coach team members based on feedback from membership surveys. Works to ensure that team members are marketing The credit union's ancillary products and services to clients.
Coaching: Conduct frequent coaching one on one sessions with team members to review production and relationship management activities. Identify areas for improvement while building training and development plans tailored to your team.
Managerial Duties: Properly manage and report through necessary documentation to the expectations of leadership in the following areas: time cards, staffing levels, production goals, employee documentation, Accountability, culture, professionalism, communication, and member service as outlined in the employee handbook.
Second level of leadership for the Business Processing Team.
Responsible for achieving their individual targets as well as team goals.
Leads staff as a professional role model, demonstrated by a positive approach to Credit Union objectives.
Understanding the competitions' capabilities and gaps, and how to position Telhio's services.
Leads the continuous improvement of systems, tools and methodologies across the finance function and throughout the Credit Union.
Providing leadership and tactical guidance on projects and strategic initiatives.
Identify, track and report on key performance indicators (KPI) that characterize departmental quality address improvements required.

What you will need:

High School Diploma Required, Bachelor' degree preferred
7-9 Years Commercial Lending Experience
Knowledge of Equal Credit Opportunity Act
Effective communication skills (oral and written)
Must be able to pass a background check including: Credit, Drug Screen, Criminal and bondability

What you will earn:

Competitive salary
Opportunity to earn incentive and bonus
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 14 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.
While performing the duties of this job, you will need to have good manual dexterity as well as speaking and hearing ability. This position requires sitting; some reaching; standing; some stooping or kneeling. The employee must occasionally lift and move up to 50 pounds. It is expected that the employee will read, compile, compute and record numerical and statistical data. Must drive occasionally.

This is a Non-Collective Bargaining Unit
Telhio is an Equal Opportunity Employer

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Job Summary

Company

Telhio Credit Union

Start Date

As soon as possible

Employment Term and Type

Regular, Full Time

Required Education

High School or Equivalent

Required Experience

7 to 9 years