Relationship Banker: Guide Members to Smart Finances

Truliant Federal Credit Union; Greensboro (NC); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

Prescription benefits

Paid holidays and PTO

401(k) with match

Volunteer hours

Life Insurance

Tuition reimbursement

Disability insurance

Wellness program

Teledoc

Job summary

Truliant Federal Credit Union is seeking a Relationship Banker to serve as a trusted resource for members, guiding them through financial decisions and delivering an exceptional banking experience. You will balance teller and platform duties, building lasting relationships while helping members achieve their financial goals.

The role involves opening accounts, processing loans, and promoting appropriate products and services, with exposure to both service and sales responsibilities in a branch

Qualifications

• Minimum of 3 years of experience in retail, banking, or financial services.
• High School Diploma or equivalent required.
• Must obtain Notary status within 3 months of hire if not currently commissioned.

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

Customer service

Verbal communication

Written communication

Financial products knowledge

Notary status (within 3 months)

Education

High School Diploma or equivalent

Job description

Truliant Federal Credit Union is seeking a Relationship Banker to serve as a trusted resource for members, guiding them through financial decisions and delivering an exceptional banking experience. You will balance teller and platform duties, building lasting relationships while helping members achieve their financial goals.

The role involves opening accounts, processing loans, and promoting appropriate products and services, with exposure to both service and sales responsibilities in a branch