Personal Banker - Burlington
About The Position
At Truliant Federal Credit Union, every member interaction is an opportunity to make a meaningful difference in someone's financial life. As a Personal Banker, you'll help members navigate important financial decisions, connect them with the right solutions, and build trusted relationships that support their long-term goals. This role is ideal for someone who enjoys helping people, building connections, and creating positive experiences every day. In this role, you'll serve as a trusted financial partner for our members, taking time to understand their needs and recommending solutions that help them succeed. You'll combine relationship-building, financial guidance, and problem-solving to create exceptional member experiences while contributing to branch growth and success.
Requirements
- Experience working directly with customers in a service-focused environment.
- Experience discussing products, identifying needs, and recommending solutions.
- Ability to support lending and deposit-related activities while maintaining a high level of accuracy.
- Ability to build rapport and conduct meaningful financial conversations with members.
- Strong verbal and written communication skills.
- Ability to explain financial products and services in a clear and understandable manner.
- Knowledge of basic credit underwriting concepts.
- Ability to resolve member concerns and deliver excellent service recovery.
- Proficiency with personal computer systems and digital banking tools.
- College degree or equivalent experience required.
- Ability to obtain NMLS registration under the SAFE Act upon hire.
- Ability to obtain Notary appointment within 3 months of hire.
- Comfortable balancing member service, sales conversations, and operational responsibilities in a fast-paced branch environment while adapting to changing priorities.
Nice To Haves
- Three or more years of experience in retail, banking, or financial services.
- Previous sales experience with a track record of identifying customer needs and recommending solutions.
- Previous consumer lending experience.
- Experience working with IRA products and services.
Responsibilities
- Build relationships with members by identifying financial needs and recommending appropriate products and services.
- Support deposit and lending activities, including account openings, loan applications, and ongoing member service.
- Collaborate with branch and business partners to connect members with specialized solutions that support their financial goals.
Benefits
- The opportunity to build trusted relationships and make a direct impact on members' financial well-being.
- A collaborative branch environment where teamwork, service, and professional growth are valued.
- Ongoing development opportunities to expand your knowledge of lending, deposits, and financial solutions.
- Competitive benefits and resources designed to support your personal and professional success.
- The chance to grow your career with Truliant while helping strengthen the communities we serve.
- No-cost employee Medical, dental, vision coverage
- Prescription benefits (including mail order)
- Paid holidays and Paid Time Off (PTO)
- 401(k) plan with contribution matching
- Paid community involvement volunteers hours
- Paid group life Insurance
- Teammate loan discounts
- Tuition reimbursement
- Short and long-term disability
- Health & Wellness program
- Teledoc (physician video conferencing)
- Onsite fitness facilities or health club reimbursement
- Employee Assistance Program (EAP)
- Medical flexible spending account
- Dependent care flexible spending account
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
