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VP, Workplace Banking

TELHIO CREDIT UNION INC • Columbus, OH • 2h ago

Position: VP, Workplace Banking

Location:

330 Rush Alley

suite 500

Columbus, OH

Job Id: 1171

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 Vice President, Workplace Banking reports to the Chief Revenue Officer and is responsible for building Telhio Credit Union's Workplace Banking function into a scalable, high-performing department. This leader will create, re-create, develop, and aggressively grow Workplace Banking, with full accountability for strategy, leadership, production, profitability, and performance.

The primary purpose of this role is to bring new households to Telhio across all income levels by establishing deep, productive partnerships with larger employers, universities, and large affiliation groups (including nonprofits). The Vice President will lead, coach, and grow the existing team of Workplace Bankers while maintaining a significant personal sales pipeline. This is a producing player-coach role; leadership responsibilities do not replace individual sales expectations.

DEPARTMENT BUILDING AND TRANSFORMATION

Transform Workplace Banking from a program into a fully structured department with a clear strategy, defined roles, operating rhythms, and measurable growth targets.

Assess current partnerships, processes, and team capabilities; redesign or rebuild what is not producing results.

Develop a multi-year department growth plan, including staffing models, territory design, and the business case for future headcount as results are achieved.

Create repeatable playbooks for prospecting, onboarding, activating, retaining, and expanding organizational partnerships so the department can scale.

LEADERSHIP AND PEOPLE MANAGEMENT

Lead, coach, develop, and hold accountable the Workplace Bankers, building a high-performing, sales-driven team culture.

Establish individual and team goals, sales strategies, target lists, territories, activity expectations, production standards, and forecast requirements.

Conduct regular pipeline, production, forecast, field-coaching, and performance reviews; address performance gaps through documented action plans.

Recruit, hire, and onboard additional team members as the department grows.

Complete performance evaluations and manage employee performance in accordance with Telhio Human Resources policies and practices.

Recommend team incentive measures and production standards aligned with Telhio growth objectives and approved compensation practices.

TARGET MARKETS AND STRATEGIC PARTNERSHIPS

Prioritize larger employers, universities and colleges, and large affiliation groups (such as associations, unions, professional organizations, alumni networks, and nonprofits) as the primary sources of new household growth.

Build executive-level relationships with Human Resources and benefits leaders, business owners, university leaders, association executives, and other decision-makers.

Lead and/or coach discovery meetings, presentations, proposals, negotiations, implementation plans, launches, and periodic relationship reviews.

Ensure new partnerships are activated through defined implementation, communication, enrollment, marketing, and ongoing e

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