Member-First Banking Advisor

001 Truliant Federal Credit Union; United States; On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

No-cost medical, dental, vision

401(k) with matching

Paid holidays and PTO

Teledoc

Onsite fitness facilities

Employee Assistance Program

Job summary

Truliant Federal Credit Union is seeking a Personal Banker to help members navigate important financial decisions and build trusted relationships that support long-term goals.

You will serve as a trusted financial partner, balancing service, sales, and operational responsibilities while contributing to branch growth and success. Joining the team means delivering exceptional member experiences and continuous learning in a collaborative environment.

Qualifications

• Experience working directly with customers in a service-focused environment.
• Experience discussing products, identifying needs, and recommending solutions.
• Ability to support lending and deposit-related activities while maintaining accuracy.
• Strong customer focus and communication skills.

Responsibilities

• Build relationships with members by identifying financial needs and recommending appropriate products and services.
• Support deposit and lending activities, including account openings and loan applications.
• Collaborate with branch and business partners to connect members with specialized solutions that support their financial goals.

Skills

Customer focus

Verbal communication

Written communication

Financial guidance

Digital banking tools

Education

College degree or equivalent experience

Notary appointment within 3 months

Tools

Digital banking tools

Job description

Truliant Federal Credit Union is seeking a Personal Banker to help members navigate important financial decisions and build trusted relationships that support long-term goals.

You will serve as a trusted financial partner, balancing service, sales, and operational responsibilities while contributing to branch growth and success. Joining the team means delivering exceptional member experiences and continuous learning in a collaborative environment.