Relationship Banker - Park Rd

Truliant Federal Credit Union • Charlotte, NC

2d

About The Position

The Relationship Banker serves as a trusted resource for credit union members, helping them navigate financial decisions and achieve financial goals while delivering an exceptional banking experience. The role combines teller and platform responsibilities, including member service, financial guidance, lending, and relationship building.

The banker helps members open and maintain accounts, apply for loans, and access products and services. Through meaningful conversations, the banker identifies member needs and recommends appropriate solutions, while collaborating with branch and business partners to resolve issues and contribute to branch growth. The role requires adaptability in shifting among service, sales, lending, and operational responsibilities according to member needs.

Requirements

• At least 3 years of experience in retail, banking, or financial services.
• High school diploma or equivalent.
• Obtain Notary status within 3 months of hire if not already commissioned.
• Ability to build trust and develop relationships through meaningful member conversations.
• Ability to identify financial needs and recommend relevant products, services, and solutions.
• Strong verbal and written communication skills.
• Ability to process transactions, account maintenance, and lending activities accurately.
• Strong organizational skills and attention to detail in a regulated environment.
• Ability to learn and apply credit union policies, procedures, and compliance requirements.
• Comfort shifting priorities throughout the day among service, sales, lending, and operational responsibilities.

Nice To Haves

• College degree.
• Previous sales experience.
• Previous lending experience.
• Experience working with deposit products, IRAs, or specialty accounts.
• Confidence educating members on digital banking tools and financial solutions.

Responsibilities

• Help members open and maintain accounts, apply for loans, and access products and services that support their financial goals.
• Build relationships through meaningful conversations that uncover member needs and connect members with appropriate solutions and resources.
• Collaborate with branch and business partners to deliver outstanding service, resolve issues, and contribute to branch growth and success.
• Process transactions, account maintenance, and lending activities accurately.
• Educate members on digital banking tools and financial solutions.

Benefits

• No-cost employee medical, dental, and vision coverage.
• Prescription benefits, including mail order.
• Paid holidays and paid time off.
• 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.
• Ongoing learning and development opportunities.
• Career growth opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED