Relationship Banker - South Charlotte
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 Relationship Banker, you'll serve as a trusted resource, helping members navigate important financial decisions while delivering an exceptional banking experience. This role is ideal for someone who enjoys building relationships, solving problems, and helping people reach their financial goals. In this role, you’ll be the go-to partner for members across a variety of banking needs, balancing service, financial guidance, and relationship building. You’ll work across both teller and platform responsibilities, creating a seamless experience while identifying solutions that help members succeed financially.
Requirements
- Minimum of 3 years of experience in retail, banking, or financial services.
- 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.
- Strong organizational skills and attention to detail in a regulated environment.
- Ability to learn and apply credit union policies, procedures, and compliance requirements.
- High School Diploma or equivalent required.
- Must obtain Notary status within 3 months of hire if not currently commissioned.
Nice To Haves
- College degree.
- Previous sales experience.
- Previous lending experience.
- Experience working with deposit products, IRAs, or specialty accounts.
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 needs and connect members with the right 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
- Opportunities to expand your banking, lending, and financial services expertise through ongoing learning and development.
- A collaborative branch environment where relationship building and member impact are valued.
- Competitive benefits, wellness resources, and programs that support your overall well-being.
- Career growth opportunities within a member-focused organization committed to internal development.
- The opportunity to help improve the financial lives of Truliant members while contributing to the success of your local branch and community.
- 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
High school or GED
