Personal Banker - North Point Blvd

Truliant Federal Credit Union • Winston-Salem, NC

1d

About The Position

Truliant Federal Credit Union seeks a Personal Banker to help members make informed financial decisions, connect with appropriate financial solutions, and build trusted relationships. The role combines relationship-building, financial guidance, problem-solving, and service to support members' long-term goals and branch growth. The Personal Banker works in a fast-paced branch environment, balancing member service, sales conversations, and operational responsibilities while adapting to changing priorities.

The position requires direct customer-service experience, experience discussing products and recommending solutions, and the ability to support lending and deposit activities accurately. A college degree or equivalent experience is required. The successful candidate must be able to obtain NMLS registration under the SAFE Act upon hire and a Notary appointment within three months of hire.

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 a Notary appointment within three months of hire.
• Comfort 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 their 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.
• Conduct meaningful financial conversations and explain financial products and services clearly.
• Resolve member concerns and provide service recovery.
• Balance member service, sales conversations, and operational responsibilities in a fast-paced branch environment.

Benefits

• No-cost employee medical, dental, and vision coverage.
• Prescription benefits, including mail order.
• Paid holidays and paid time off (PTO).
• 401(k) plan with contribution matching.
• Paid community involvement volunteer hours.
• Paid group life insurance.
• Teammate loan discounts.
• Tuition reimbursement.
• Short- and long-term disability.
• Health and 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.
• Collaborative branch environment and ongoing development opportunities.
• Career growth opportunities.

What This Job Offers

• Job Type: Full-time
• Education Level: Associate degree