Lead Relationship Banker - Graham

Truliant Federal Credit Union•Graham, NC

12d•Onsite

About The Position

Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves. Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do. Why this role matters At Truliant Federal Credit Union, every member interaction is an opportunity to improve someone’s financial future. As a Lead Relationship Banker, you’ll help members navigate important financial decisions while supporting branch operations and helping teammates deliver exceptional service. This role is ideal for someone who enjoys building relationships, coaching others, and balancing leadership responsibilities with hands-on member service. What you’ll do In this role, you’ll serve as a trusted resource for members while helping support the daily success of the branch. You’ll move seamlessly between member transactions, lending conversations, account services, and team leadership responsibilities. Day to day, you’ll: Help members identify financial solutions by conducting needs-based conversations, opening accounts, processing transactions, and supporting lending activities. Coach and support branch team members alongside the Branch Manager while serving as a role model for service, operational excellence, and accountability. Manage branch workflows, follow up on sales and lending opportunities, and help ensure compliance, security, and operational standards are maintained. Beyond that, you’ll collaborate across the organization, build referral partnerships, resolve member concerns, and contribute to a positive branch culture focused on member success.

Requirements

5+ years of experience in retail, financial services, or a related customer-facing environment.
Previous sales experience.
Previous lending experience.
Ability to build trusted relationships and uncover members’ financial needs through meaningful conversations.
Ability to process financial transactions, open and maintain accounts, and support consumer lending activities accurately.
Ability to coach team members, provide feedback, and support branch performance goals.
Knowledge of financial services regulations, compliance expectations, and service recovery practices.
Strong verbal and written communication skills, organizational skills, and attention to detail.
Ability to resolve member concerns, prioritize competing demands, and work effectively in a goal-oriented environment.
High School Diploma or equivalent required.
Notary appointment required or ability to obtain Notary status within 3 months of hire.
Comfortable shifting between teller functions, lending conversations, operational duties, and leadership responsibilities throughout the day.

Nice To Haves

Previous leadership experience.
College degree.
Experience coaching and developing retail banking or branch team members.
Experience building referral partnerships across mortgage, business services, investment services, or other financial business lines.

Responsibilities

Help members identify financial solutions by conducting needs-based conversations, opening accounts, processing transactions, and supporting lending activities.
Coach and support branch team members alongside the Branch Manager while serving as a role model for service, operational excellence, and accountability.
Manage branch workflows, follow up on sales and lending opportunities, and help ensure compliance, security, and operational standards are maintained.
Collaborate across the organization, build referral partnerships, resolve member concerns, and contribute to a positive branch culture focused on member success.