Relationship-Driven Personal Banker & Financial Guidance

Truliant Federal Credit Union; Salem (NC); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

No-cost medical coverage

Dental and vision benefits

401(k) with matching

Paid holidays & PTO

Tuition reimbursement

Job summary

Truliant Federal Credit Union is seeking a Personal Banker to assist members with financial decisions and to provide trusted guidance. You will identify needs, present suitable products, and support deposit and lending activities in a busy branch environment.

You will balance service, sales, and operational duties while delivering exceptional member experiences and building lasting relationships in a community-focused setting.

Qualifications

• College degree or equivalent experience required.
• Ability to obtain NMLS registration and Notary appointment after hire.
• Strong customer service focus and financial conversation skills.

Responsibilities

• Build relationships with members and identify financial needs.
• Support deposit and lending activities including openings and applications.
• Collaborate with partners to connect members with tailored solutions.
• Balance service, sales, and operational duties in a fast-paced branch.

Skills

Customer service

Communication

Relationship building

Financial knowledge

Education

College degree or equivalent

NMLS registration

Notary appointment

Tools

CRM systems

Digital banking tools

Job description

Truliant Federal Credit Union is seeking a Personal Banker to assist members with financial decisions and to provide trusted guidance. You will identify needs, present suitable products, and support deposit and lending activities in a busy branch environment.

You will balance service, sales, and operational duties while delivering exceptional member experiences and building lasting relationships in a community-focused setting.