Member-Focused Financial Partner

Truliant Federal Credit Union; Charlotte (NC); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

No-cost medical/dental/vision coverage

Prescription benefits

Paid holidays & PTO

401(k) with matching

Volunteer hours

Group life insurance

Teammate loan discounts

Tuition reimbursement

Disability insurance

Health & Wellness program

Teledoc

Onsite fitness facilities

Employee Assistance Program (EAP)

Flexible spending accounts (FSA)

Job summary

Truliant Federal Credit Union in Charlotte, NC seeks a Personal Banker to help members navigate financial decisions, build trusted relationships, and contribute to branch growth. You will identify needs and connect members with the right solutions while delivering exceptional service.

The role balances service, sales and operational responsibilities in a fast-paced environment. Candidates should have customer-focused experience and strong communication skills, plus ability to obtain NMLS and

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 products and services.
• Support deposit and lending activities, including account openings and loan applications.
• Collaborate with branch and business partners to connect members with solutions for their financial goals.

Skills

Rapport building

Verbal & written communication

Explain financial products

Credit underwriting concepts

Member service recovery

Digital banking tools

Education

College degree or equivalent experience

NMLS SAFE Act registration

Notary appointment within 3 months

Job description

Truliant Federal Credit Union in Charlotte, NC seeks a Personal Banker to help members navigate financial decisions, build trusted relationships, and contribute to branch growth. You will identify needs and connect members with the right solutions while delivering exceptional service.

The role balances service, sales and operational responsibilities in a fast-paced environment. Candidates should have customer-focused experience and strong communication skills, plus ability to obtain NMLS and