Relationship Banker - Boyer Street

Truliant Federal Credit Union; Charlotte (NC); On-site; USD 38,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) plan

Paid holidays & PTO

Teledoc

Tuition reimbursement

Job summary

Truliant Federal Credit Union is seeking a Relationship Banker to help members manage accounts, loans, and financial decisions while delivering a high-quality banking experience.

You will balance service, guidance, and relationship-building across teller and platform tasks, creating a seamless member experience and identifying appropriate solutions.

Qualifications

• Minimum of 3 years of experience in retail, banking, or financial services.

Responsibilities

• Open and maintain accounts, assist with loans, and guide members to products and services that meet their financial goals.
• Build relationships through conversations to uncover needs and connect members with solutions.
• Collaborate with branch and business partners to deliver excellent service and support branch growth.

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 Relationship Banker, you'll serve as a trusted resource, helping members navigate important financial decisions while delivering an exceptional banking experience. This role is ideal for someone who enjoys building relationships, solving problems, and helping people reach their financial goals.

What you'll do

In this role, you'll be the go-to partner for members across a variety of banking needs, balancing service, financial guidance, and relationship building. You'll work across both teller and platform responsibilities, creating a seamless experience while identifying solutions that help members succeed financially.
Day to day, you'll:

• Help members open and maintain accounts, apply for loans, and access products and services that support their financial goals.

• Build relationships through meaningful conversations that uncover needs and connect members with the right solutions and resources.

• Collaborate with branch and business partners to deliver outstanding service, resolve issues, and contribute to branch growth and success.

What you bring

We're looking for someone who combines strong member service skills with financial services knowledge and a genuine desire to help people. The most successful candidates are adaptable, detail-oriented, and comfortable balancing multiple responsibilities while maintaining a high level of accuracy.

Required Experience

• Minimum of 3 years of experience in retail, banking, or financial services.

Required Skills

• Ability to build trust and develop relationships through meaningful member conversations.

• Ability to identify financial needs and recommend relevant products, services, and solutions.

• Strong verbal and written communication skills.

• Ability to process transactions, account maintenance, and lending activities accurately.

• Strong organizational skills and attention to detail in a regulated environment.

• Ability to learn and apply credit union policies, procedures, and compliance requirements.

Education/Certifications

• High School Diploma or equivalent required.

• Must obtain Notary status within 3 months of hire if not currently commissioned.

You should also be comfortable shifting priorities throughout the day, moving between service, sales, lending, and operational responsibilities based on member needs.

What sets you apart

You don't need to check every box, but here's what will help you thrive in this role:

• College degree.

• Previous sales experience.

• Previous lending experience.

• Experience working with deposit products, IRAs, or specialty accounts.

• Confidence educating members on digital banking tools and financial solutions.

What you'll get

We believe in supporting our team members both professionally and personally.
In this role, you can expect:

• Opportunities to expand your banking, lending, and financial services expertise through ongoing learning and development.

• A collaborative branch environment where relationship building and member impact are valued.

• Competitive benefits, wellness resources, and programs that support your overall well-being.

• Career growth opportunities within a member-focused organization committed to internal development.

• The opportunity to help improve the financial lives of Truliant members while contributing to the success of your local branch and community.

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