Relationship Banker: Guide Members to Financial Goals

Truliant Federal Credit Union; Charlotte (NC); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

No-cost employee medical coverage

Dental and vision coverage

PTO and paid holidays

401(k) with match

Tuition reimbursement

Employee assistance program

Job summary

Truliant Federal Credit Union is seeking a Relationship Banker to serve members with a trusted advisory approach across teller and platform tasks. You will help members with accounts, loans, and financial products while building long-term relationships and guiding them toward the right solutions.

This role emphasizes service, problem-solving, and taking ownership of members' financial outcomes. You will collaborate with branch teams to ensure smooth operations and deliver an exceptional member

Qualifications

• Minimum of 3 years of experience in retail, banking, or financial services.
• Strong verbal and written communication skills.
• Ability to learn and apply credit union policies, procedures, and compliance requirements.

Responsibilities

• 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.

Skills

Relationship building

Financial guidance

Communication

Member service

Education

High School Diploma or equivalent

Notary status within 3 months

Job description

Truliant Federal Credit Union is seeking a Relationship Banker to serve members with a trusted advisory approach across teller and platform tasks. You will help members with accounts, loans, and financial products while building long-term relationships and guiding them toward the right solutions.

This role emphasizes service, problem-solving, and taking ownership of members' financial outcomes. You will collaborate with branch teams to ensure smooth operations and deliver an exceptional member