Lead Relationship Banker
Truliant Federal Credit Union • Charlotte, NC4d
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Lead Relationship Banker - Waverly
Truliant Federal Credit Union•Charlotte, NC
About The Position
Truliant Federal Credit Union is hiring a Lead Relationship Banker to help members make informed financial decisions while supporting branch operations and teammate performance. The role combines hands-on member service—including transactions, account services, and lending conversations—with coaching, workflow support, and leadership responsibilities. The banker collaborates with the Branch Manager and others to maintain service, operational, compliance, and security standards, resolve member concerns, follow up on sales and lending opportunities, build referral partnerships, and contribute to a positive branch culture focused on member success. The position is based at Waverly; the posting does not specify a workplace type. Candidates should have at least five years of experience in retail, financial services, or a related customer-facing environment, as well as sales and lending experience. A high school diploma or equivalent is required. A notary appointment is required, or the employee must be able to obtain Notary status within three months of hire. Previous leadership, a college degree, team coaching and development, and referral partnership experience are preferred. The posting describes opportunities to affect members’ financial well-being, develop leadership experience, and grow within Truliant’s Branch Network. It also lists benefits for full-time teammates, including medical, dental, and vision coverage; paid holidays and PTO; a 401(k) with matching; tuition reimbursement; and additional health, wellness, and financial benefits.
Requirements
- At least 5 years of experience in retail, financial services, or a related customer-facing environment.
- Previous sales experience.
- Previous lending experience.
- Ability to build trusted relationships and uncover members’ financial needs through meaningful conversations.
- Ability to accurately process financial transactions, open and maintain accounts, and support consumer lending activities.
- Ability to coach team members, provide feedback, and support branch performance goals.
- Knowledge of financial services regulations, compliance expectations, and service recovery practices.
- Strong verbal and written communication, organizational skills, and attention to detail.
- Ability to resolve member concerns, prioritize competing demands, and work effectively in a goal-oriented environment.
- High school diploma or equivalent.
- Notary appointment, or ability to obtain Notary status within 3 months of hire.
Nice To Haves
- Previous leadership experience.
- College degree.
- Experience coaching and developing retail banking or branch team members.
- Experience building referral partnerships across mortgage, business services, investment services, or other financial business lines.
Responsibilities
- Conduct needs-based conversations to identify members’ financial solutions.
- Open accounts, process transactions, and support consumer lending activities.
- Coach and support branch team members alongside the Branch Manager.
- Model service, operational excellence, and accountability.
- Manage branch workflows and follow up on sales and lending opportunities.
- Help ensure compliance, security, and operational standards are maintained.
- Collaborate across the organization and build referral partnerships.
- Resolve member concerns and contribute to a positive branch culture focused on member success.
- Shift among teller functions, lending conversations, operational duties, and leadership responsibilities.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
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