Lead Relationship Banker & Team Coach

001 Truliant Federal Credit Union; Delta Charter Township (MI); On-site; USD 52,000 - 70,000; Full time

Job summary

Truliant Federal Credit Union in Michigan is seeking a Lead Relationship Banker to guide members through financial decisions while supporting branch operations. You will seamlessly handle teller transactions, account services, and lending discussions, mentoring teammates and aligning with the Branch Manager to uphold service excellence and regulatory compliance.

The role emphasizes relationship-building, coaching, and delivering personalized financial solutions to empower members and strengthen

Qualifications

• 5+ years in retail, financial services, or a related customer-facing environment.
• Previous sales experience and lending experience.
• Ability to build trusted relationships and uncover members’ financial needs through meaningful conversations.
• Notary appointment within 3 months or ability to obtain Notary status.

Responsibilities

• Conduct needs-based conversations to identify financial solutions and open accounts.
• Process transactions and support lending activities.
• Coach branch team members and collaborate with the Branch Manager on service, operational excellence and accountability.
• Ensure compliance, security, and operational standards are maintained.

Skills

Relationship-building

Needs-based conversations

Coaching and leadership

Regulatory compliance knowledge

Communication skills

Attention to detail

Handling financial transactions

Education

High School Diploma or equivalent

Notary appointment within 3 months

Job description

Truliant Federal Credit Union in Michigan is seeking a Lead Relationship Banker to guide members through financial decisions while supporting branch operations. You will seamlessly handle teller transactions, account services, and lending discussions, mentoring teammates and aligning with the Branch Manager to uphold service excellence and regulatory compliance.

The role emphasizes relationship-building, coaching, and delivering personalized financial solutions to empower members and strengthen