Universal Banker / Relationship Banker II
TEKsystems, Toledo, OH, United States
Relationship Banker II / Member Service Representative
Join an Esteemed, Growing Credit Union Where Relationships Matter
Are you passionate about helping people achieve their financial goals? Do you thrive in a collaborative, member-focused environment? An esteemed and growing credit union is seeking a Relationship Banker II / Member Service Representative to build meaningful relationships and deliver personalized financial solutions to our valued members.
Benefits
Competitive Base Compensation: Competitive salary with eligibility for performance-based incentives.
Paid Time Off: PTO available to support work-life balance, in addition to 13 paid company holidays per year.
Wellness & Volunteer Time: Additional time off to support employee wellness and community involvement.
Health Insurance Coverage: Multiple low deductible medical plan options, as well as dental and vision coverage.
Employer-Paid Coverage: Company-paid life insurance and short- and long-term disability coverage.
Flexible Spending Accounts (FSA): Options for both medical and dependent care FSAs.
Education Assistance: Tuition reimbursement and student loan repayment support to help advance your education and career.
Retirement Benefits: 401(k) plan with up to 4% company match, plus an additional 4% profit‑sharing contribution.
Employee Assistance Program (EAP): Confidential support services for personal and professional challenges.
Work Schedule
Monday–Friday: 8:45 AM – 5:15 PM
Rotating Saturdays: Every other Saturday from 8:45 AM – 11:15 AM
Leadership actively works alongside the team on Saturdays
Weekday Flex Time: Enjoy a partial weekday off during weeks you work Saturday
Lunch: 30–45 minutes, based on branch needs
Location: Toledo, OH
About the Role As a Relationship Banker II / MSR, you’ll play a vital role in creating positive financial experiences for members. You’ll use your product knowledge and consultative skills to uncover needs, recommend solutions, and deepen member relationships—while delivering exceptional service across in‑person, phone, and digital interactions. This role is ideal for someone who enjoys relationship‑building, problem‑solving, and contributing to the growth of both members and the organization.
What You’ll Do
Build trust and long‑term relationships through a consultative interview approach
Open and maintain consumer accounts and assist members with financial solutions
Facilitate consumer loans, including mortgage support and loan applications
Educate members on financial products and services that support their current and future goals
Calculate loan terms, interest rates, payment amounts, and amount financed
Process transactions and document member interactions accurately in the core system
Collaborate with internal departments to research and resolve member concerns
Work closely with centralized lending and loan processing teams to ensure a seamless experience
Complete follow‑ups through the loan closing process
Perform administrative support duties such as scanning, reporting, and documentation
Maintain compliance with all policies, procedures, and regulatory requirements
What You’ll Bring Experience:
6 months to 2 years of related experience (including preparatory roles)
Minimum of 2 years in a proactive sales role
At least 1 additional year in a banking or credit union environment handling accounts and loan applications
Education:
High school diploma or GED required
Skills:
Strong customer service skills, including handling challenging interactions
Proven sales aptitude and relationship‑building ability
Excellent written and verbal communication skills
High attention to detail and accuracy
Ability to perform basic math calculations (rates, percentages, payments)
Proficiency with Microsoft Word and Outlook
Why Join Us
Be part of a respected and growing credit union
Work in a supportive, team‑oriented environment
Enjoy a balanced schedule with weekday flexibility
Make a meaningful impact in your members’ financial lives
Job Type & Location This is a Permanent position based out of Toledo, OH.
Pay and Benefits The pay range for this position is $38,950.00 - $45,760.00 per year.
Application Deadline This position is anticipated to close on Apr 15, 2026.
Equal Opportunity Statement We are an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
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Join an Esteemed, Growing Credit Union Where Relationships Matter
Are you passionate about helping people achieve their financial goals? Do you thrive in a collaborative, member-focused environment? An esteemed and growing credit union is seeking a Relationship Banker II / Member Service Representative to build meaningful relationships and deliver personalized financial solutions to our valued members.
Benefits
Competitive Base Compensation: Competitive salary with eligibility for performance-based incentives.
Paid Time Off: PTO available to support work-life balance, in addition to 13 paid company holidays per year.
Wellness & Volunteer Time: Additional time off to support employee wellness and community involvement.
Health Insurance Coverage: Multiple low deductible medical plan options, as well as dental and vision coverage.
Employer-Paid Coverage: Company-paid life insurance and short- and long-term disability coverage.
Flexible Spending Accounts (FSA): Options for both medical and dependent care FSAs.
Education Assistance: Tuition reimbursement and student loan repayment support to help advance your education and career.
Retirement Benefits: 401(k) plan with up to 4% company match, plus an additional 4% profit‑sharing contribution.
Employee Assistance Program (EAP): Confidential support services for personal and professional challenges.
Work Schedule
Monday–Friday: 8:45 AM – 5:15 PM
Rotating Saturdays: Every other Saturday from 8:45 AM – 11:15 AM
Leadership actively works alongside the team on Saturdays
Weekday Flex Time: Enjoy a partial weekday off during weeks you work Saturday
Lunch: 30–45 minutes, based on branch needs
Location: Toledo, OH
About the Role As a Relationship Banker II / MSR, you’ll play a vital role in creating positive financial experiences for members. You’ll use your product knowledge and consultative skills to uncover needs, recommend solutions, and deepen member relationships—while delivering exceptional service across in‑person, phone, and digital interactions. This role is ideal for someone who enjoys relationship‑building, problem‑solving, and contributing to the growth of both members and the organization.
What You’ll Do
Build trust and long‑term relationships through a consultative interview approach
Open and maintain consumer accounts and assist members with financial solutions
Facilitate consumer loans, including mortgage support and loan applications
Educate members on financial products and services that support their current and future goals
Calculate loan terms, interest rates, payment amounts, and amount financed
Process transactions and document member interactions accurately in the core system
Collaborate with internal departments to research and resolve member concerns
Work closely with centralized lending and loan processing teams to ensure a seamless experience
Complete follow‑ups through the loan closing process
Perform administrative support duties such as scanning, reporting, and documentation
Maintain compliance with all policies, procedures, and regulatory requirements
What You’ll Bring Experience:
6 months to 2 years of related experience (including preparatory roles)
Minimum of 2 years in a proactive sales role
At least 1 additional year in a banking or credit union environment handling accounts and loan applications
Education:
High school diploma or GED required
Skills:
Strong customer service skills, including handling challenging interactions
Proven sales aptitude and relationship‑building ability
Excellent written and verbal communication skills
High attention to detail and accuracy
Ability to perform basic math calculations (rates, percentages, payments)
Proficiency with Microsoft Word and Outlook
Why Join Us
Be part of a respected and growing credit union
Work in a supportive, team‑oriented environment
Enjoy a balanced schedule with weekday flexibility
Make a meaningful impact in your members’ financial lives
Job Type & Location This is a Permanent position based out of Toledo, OH.
Pay and Benefits The pay range for this position is $38,950.00 - $45,760.00 per year.
Application Deadline This position is anticipated to close on Apr 15, 2026.
Equal Opportunity Statement We are an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
#J-18808-Ljbffr