Member-First Financial Advisor

Truliant Federal Credit Union; Wytheville (VA); On-site; USD 29,000 - 40,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) matching

PTO & holidays

Tuition reimbursement

Wellness program

Teledoc

Job summary

Truliant Federal Credit Union in Wytheville, VA seeks a Personal Banker to guide members through financial decisions and build trusted relationships. You’ll balance service, sales, and operational duties while delivering tailored solutions and exceptional member experiences.

As part of a collaborative team, you’ll support deposits and lending activities, open accounts, process applications, and connect members with IRA products and digital banking tools.

Qualifications

• Experience in a service-focused environment.
• Experience discussing products, identifying needs, and recommending solutions.
• Ability to support lending and deposit-related activities with high accuracy.

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.

Skills

Relationship building

Customer service

Communication skills

Financial conversations

IRA knowledge

Education

College degree or equivalent experience

NMLS registration (SAFE Act)

Notary appointment within 3 months

Tools

Digital banking tools

Job description

Truliant Federal Credit Union in Wytheville, VA seeks a Personal Banker to guide members through financial decisions and build trusted relationships. You’ll balance service, sales, and operational duties while delivering tailored solutions and exceptional member experiences.

As part of a collaborative team, you’ll support deposits and lending activities, open accounts, process applications, and connect members with IRA products and digital banking tools.