Lead Relationship Banker - Park Rd

Truliant Federal Credit Union; Charlotte (NC); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision coverage

Paid Holidays

Job summary

Truliant Federal Credit Union in Charlotte, NC, is seeking a Lead Relationship Banker to guide members through financial decisions, coach branch teammates, and drive service excellence. The role blends relationship-building with leadership responsibilities and hands-on member service.

You'll move between transactions, lending conversations, and team leadership while ensuring smooth branch operations and compliant experiences for members.

Qualifications

• 5+ years of experience in retail, financial services, or a related customer-facing environment.
• Previous sales experience.
• Previous lending experience.

Responsibilities

• Conduct needs-based conversations to identify financial solutions, open accounts, process transactions, and support lending activities.
• Coach and support branch team members alongside the Branch Manager while modeling service and operational excellence.
• Manage branch workflows, follow up on sales and lending opportunities, and ensure compliance, security, and operational standards.

Skills

Relationship-building

Coaching/leadership

Sales experience

Financial services knowledge

Education

High School Diploma

Notary appointment

Notary eligibility within 3 months

Job description

Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.

Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.

Why this role matters

At Truliant Federal Credit Union, every member interaction is an opportunity to improve someone's financial future. As a Lead Relationship Banker, you'll help members navigate important financial decisions while supporting branch operations and helping teammates deliver exceptional service.

This role is ideal for someone who enjoys building relationships, coaching others, and balancing leadership responsibilities with hands‑on member service.

What you'll do

In this role, you'll serve as a trusted resource for members while helping support the daily success of the branch. You'll move seamlessly between member transactions, lending conversations, account services, and team leadership responsibilities.

Day to day, you'll:

• Help members identify financial solutions by conducting needs-based conversations, opening accounts, processing transactions, and supporting lending activities.
• Coach and support branch team members alongside the Branch Manager while serving as a role model for service, operational excellence, and accountability.
• Manage branch workflows, follow up on sales and lending opportunities, and help ensure compliance, security, and operational standards are maintained.

Beyond that, you'll collaborate across the organization, build referral partnerships, resolve member concerns, and contribute to a positive branch culture focused on member success.

What you bring

We're looking for someone who combines strong relationship-building skills with operational knowledge and leadership potential. Successful candidates are comfortable serving members, supporting teammates, and adapting to changing priorities throughout the day.

This role is a great fit if you have:

Required Experience:

• 5+ years of experience in retail, financial services, or a related customer-facing environment.
• Previous sales experience.
• Previous lending experience.

Required Skills:

• Ability to build trusted relationships and uncover members' financial needs through meaningful conversations.
• Ability to process financial transactions, open and maintain accounts, and support consumer lending activities accurately.
• 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 skills, organizational skills, and attention to detail.
• Ability to resolve member concerns, prioritize competing demands, and work effectively in a goal-oriented environment.

Education/Certifications:

• High School Diploma or equivalent required.
• Notary appointment required or ability to obtain Notary status within 3 months of hire.
• You should also be comfortable shifting between teller functions, lending conversations, operational duties, and leadership responsibilities throughout the day.

What sets you apart

You don't need to check every box, but here's what will help you thrive in this role:

• 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.

What you'll get

We believe in supporting our team members both professionally and personally.

In this role, you can expect:

• The opportunity to make a direct impact on members' financial well-being every day.
• Leadership experience that helps prepare you for continued growth within Truliant's Branch Network.
• A collaborative environment that values relationship building, teamwork, and community involvement.
• Exposure to multiple areas of financial services including deposits, lending, member service, and branch operations.
• A culture focused on helping members, supporting teammates, and developing future leaders.

As a member of the Truliant family, you will enjoy the following full time benefits:

• 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