Member-Focused Banking Advisor

Truliant Federal Credit Union; Burlington (NC); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Paid holidays

Paid time off (PTO)

401(k) with matching

Tuition reimbursement

Disability insurance

Employee Assistance Program

Teledoc

Job summary

Truliant Federal Credit Union is seeking a Relationship Banker in Burlington, NC. You will be the go-to partner for members, helping with accounts, loans, and financial guidance while building lasting relationships.

The role blends teller and platform responsibilities to deliver a seamless experience. The successful candidate is service‑miented, accurate, and compliant with credit union policies.

Qualifications

• Minimum of 3 years of experience in retail, banking, or financial services.
• Must be able to open accounts, process loans, and guide members to appropriate products and services.
• Ability to learn and apply credit union policies and compliance requirements.

Responsibilities

• Serve as a trusted resource for members, helping with financial decisions and an exceptional banking experience.
• Balance teller and platform responsibilities to deliver a seamless member experience.

Skills

Relationship building

Customer service

Financial services knowledge

Verbal communication

Written communication

Account transactions

Lending knowledge

Compliance awareness

Education

High School Diploma or equivalent

Notary status within 3 months of hire

Job description

Truliant Federal Credit Union is seeking a Relationship Banker in Burlington, NC. You will be the go-to partner for members, helping with accounts, loans, and financial guidance while building lasting relationships.

The role blends teller and platform responsibilities to deliver a seamless experience. The successful candidate is service‑miented, accurate, and compliant with credit union policies.