Personal Banker - University

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's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.

Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.

Why this role matters

At Truliant Federal Credit Union, every member interaction is an opportunity to make a meaningful difference in someone's financial life. As a Personal Banker, you'll help members navigate important financial decisions, connect them with the right solutions, and build trusted relationships that support their long-term goals. This role is ideal for someone who enjoys helping people, building connections, and creating positive experiences every day.

What you'll do

In this role, you'll serve as a trusted financial partner for our members, taking time to understand their needs and recommending solutions that help them succeed. You'll combine relationship-building, financial guidance, and problem-solving to create exceptional member experiences while contributing to branch growth and success.

Day to day, you'll:

• 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.

What you bring

We're looking for someone who is passionate about serving others, confident discussing financial solutions, and motivated to build lasting member relationships. Successful candidates bring a strong customer focus, sound judgment, and the ability to balance service, sales, and operational responsibilities.

Required Experience:

• 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.

Required Skills:

• Ability to build rapport and conduct meaningful financial conversations with members.
• Strong verbal and written communication skills.
• Ability to explain financial products and services in a clear and understandable manner.
• Knowledge of basic credit underwriting concepts.
• Ability to resolve member concerns and deliver excellent service recovery.
• Proficiency with personal computer systems and digital banking tools.

Education/Certifications:

• College degree or equivalent experience required.
• Ability to obtain NMLS registration under the SAFE Act upon hire.
• Ability to obtain Notary appointment within 3 months of hire.

You should also be comfortable balancing member service, sales conversations, and operational responsibilities in a fast-paced branch environment while adapting to changing priorities.

What sets you apart

• You don't need to check every box, but here's what will help you thrive in this role:
• Three or more years of experience in retail, banking, or financial services.
• Previous sales experience with a track record of identifying customer needs and recommending solutions.
• Previous consumer lending experience.
• Experience working with IRA products and services.

What you'll get

We believe in supporting our team members both professionally and personally.

In this role, you can expect:

• The opportunity to build trusted relationships and make a direct impact on members' financial well‑being.
• A collaborative branch environment where teamwork, service, and professional growth are valued.
• Ongoing development opportunities to expand your knowledge of lending, deposits, and financial solutions.
• Competitive benefits and resources designed to support your personal and professional success.
• The chance to grow your career with Truliant while helping strengthen the communities we serve.

As a member of the Truliant family, you will enjoy the following full time benefits:

• No-cost employee Medical, dental, vision coverage
• Prescription benefits (including mail order)
• Paid holidays and Paid Time Off (PTO)
• 401(k) plan with contribution matching
• Paid community involvement volunteers hours
• Paid group life Insurance
• Teammate loan discounts
• Tuition reimbursement
• Short and long-term disability
• Health & Wellness program
• Teledoc (physician video conferencing)
• Onsite fitness facilities or health club reimbursement
• Employee Assistance Program (EAP)
• Medical flexible spending account
• Dependent care flexible spending account