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.
The
Vice President of Commercial Relationship Manager is the individual that uncovers and calls on small to medium size business from both internal and external sources to meet or exceed business services production goals. The individual will solicit term loans and lines of credit relationships with small business members/customers primarily through "cold calling", branch network, and various other channels. Key responsibilities include selling and closing small business loans and lines of credit. This individual must have the ability to uncover small business needs and match products/services accordingly. Vice President of Commercial Relationship Manager also cross-sells and develops ancillary products.
What you will do:
- Obtains Minimum of Quarterly Closed Loan Production Numbers.
- Build and Develop Commercial loans
- Marketing, Prospecting and Cold Calling:
- Follows up with lead within 24 hours of receipt and document outcome, Solicit member clients for other products; i.e. share accounts, merchant services, leases, financial services, credit cards, Select Employer Groups (SEG).
- Solicit member clients for lead referrals
- Develop and strengthen the loan referral network, using leads to achieve loan goals.
- Represent the credit union in the community on various boards, committees, seeking out networking
and other business opportunities. - Develop and implements an effective marketing plan through the utilization of aid marketing sources
- Penetrates and actively works connections with Centers of Influence( COI)> Which includes Realtors,
Builders, Divorce Attorneys, CPA , Associations, friends etc. - Seeks and participates in networking events
- Strategic Planning and Marketing:
- Represent the credit union in the community on various boards, committees, seeking out networking
and other business opportunities. - Develop and implements an effective marketing plan through the utilization of aid marketing sources
- Loan Committee Preparation and Presentation:
- Prepare loan packages and present to approving authority and loan committee.
- Ensures all documentations are received and in good order
- Preparing written evaluations and recommendations for approvals
- Utilize Profit Stars to meet the required ROA on loan products
- Cultivate external relationships that provide viable and consistent leads:
- Build credible referral source network that provide consistent loan referrals
- Document all contact information for referral sources in Encompass database including names, phone
numbers, and email - Market to and build relationships. Make ongoing contact with referral sources to ensure consistent and
viable leads (I.e. Thank you notes, flyers, etc.) Documents activities, newsletters - Participate in industry related meetings and events
- Communication:
- Communicates in effective and organized manner with Centers of Influences (Realtors, Builders)
- Communicates in effective and organized manner with members/potential members
- Communicate committee results to member
- Communicates in effective and organized manner with associates
- Communicates and updates effectively with team members of any new partnerships or updated product information.
- Correspondence is written in a professional manner and tone
- Deepen Existing and Establish Relationship:
- Open and Close Accounts: Payroll Services, Treasury Management, Merchant Services Referrals and Business Credit Cards
- Performs other duties as assigned
- Complies with all policies and standards
What you will need:
What you will earn:
- Competitive pay
- Benefits: several medical plan options, dental, free vision, free life and free disability insurance
- 6% matching and immediately vested 401(K) plan
- Generous schedule for 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 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.
This position requires frequent driving to potential credit union clients through out the state as a work assignment, to provide assistance, or to attend meetings or training sessions. Travel required to call on business contacts, attend business and community organization meetings and events, and to implement business development activities.
This is a Non-Collective Bargaining Unit.
Telhio is an equal opportunity employer
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Telhio Credit Union
paid holidays, 401(k)
Aug 06, 2025