Roving Relationship Banker - Alamance County

Truliant Federal Credit Union•Burlington, NC

2d•Hybrid

About The Position

Truliant Federal Credit Union is seeking a Roving Relationship Banker to support branches across an assigned market. This role involves stepping in where members and teams need assistance, helping members manage their financial lives with confidence. It's an opportunity for individuals who enjoy variety, building trusted relationships, and using financial knowledge to enhance the member experience across multiple branch locations. The Roving Relationship Banker provides flexible branch support, handling teller transactions, account opening and maintenance, lending support, member guidance, and service recovery. They will help uncover member needs, connect members to Truliant solutions, and contribute to strong branch performance through responsive, accurate, and relationship-focused service.

Requirements

Demonstrated ability to manage competing priorities, adapt to changing business needs, and maintain professionalism in a fast-paced environment.
Ability to build rapport with members, ask thoughtful questions, and identify financial needs or referral opportunities.
Ability to process teller transactions, account opening and maintenance, loan requests, and other member service activities accurately.
Ability to communicate clearly in English, both verbally and in writing, with members, teammates, and business partners.
Ability to apply financial services concepts, procedures, regulations, compliance expectations, security practices, and audit guidelines consistently.
Basic computer skills, arithmetic skills, and attention to detail to complete work accurately and stay organized.
Ability to support service recovery by researching member issues, resolving what can be resolved, and escalating appropriately when needed.
Understanding of basic credit underwriting concepts and branch lending processes.
Ability to maintain integrity and confidentiality when handling member accounts and sensitive information.
Ability to work with minimal supervision while shifting priorities, resources, and tasks as branch needs change.
High school diploma or equivalent is required.
Notary appointment is required, or must be able to obtain Notary status within 3 months of hire.
Comfortable moving between branch environments, learning each team’s rhythm quickly, and staying focused on accuracy and service even when the day is busy or priorities shift.

Nice To Haves

3+ years of related experience in retail, financial services, or a similar member/customer-facing environment.
Previous sales experience with the ability to identify needs and connect people with relevant solutions.
Previous lending experience or additional familiarity with deposit, loan, IRA, business services, and specialty account support.
A bachelor’s degree.

Responsibilities

Engage members in meaningful conversations to understand their financial needs, review credit opportunities, and connect them with helpful products, services, or business partners.
Process transactions, account maintenance, new accounts, loan applications, IRA maintenance, business service requests, and follow-up activities accurately and efficiently.
Provide coverage across assigned branch locations, adapting to different teams, priorities, schedules, and member needs while maintaining confidentiality and service standards.
Help resolve account issues.
Support branch goals.
Educate members on convenient banking tools.
Collaborate with branch leaders and partner lines of business to create a consistent, positive experience for Truliant’s member-owners.