Member Relationship Banker

Truliant Federal Credit Union; Winston-Salem (NC); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical coverage

Paid holidays & PTO

401(k) matching

Tuition reimbursement

Teledoc / Health services

Job summary

Truliant Federal Credit Union is seeking a Personal Banker to serve as a trusted financial partner for members, helping with needs assessment and recommending solutions that align with long-term goals. You will support deposit and lending activities while delivering high-quality service in a fast-paced branch.

This role emphasizes building trusted relationships and connecting members with suitable financial solutions.

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 a high level of accuracy.
• Knowledge of basic credit underwriting concepts.
• Proficiency with personal computer systems and digital banking tools.

Responsibilities

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

Skills

Rapport-building

Verbal & written communication

Explain products clearly

Education

College degree or equivalent experience

NMLS registration (SAFE Act)

Notary appointment

Tools

Personal computer & digital banking tools

Job description

Truliant Federal Credit Union is seeking a Personal Banker to serve as a trusted financial partner for members, helping with needs assessment and recommending solutions that align with long-term goals. You will support deposit and lending activities while delivering high-quality service in a fast-paced branch.

This role emphasizes building trusted relationships and connecting members with suitable financial solutions.