Lead Relationship Banker - Waverly

About the role

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.

At Truliant Federal Credit Union, every member interaction is an opportunity to improve someone’s financial future. As a Lead Relationship Banker, you’ll help members navigate important financial decisions while supporting branch operations and helping teammates deliver exceptional service. This role is ideal for someone who enjoys building relationships, coaching others, and balancing leadership responsibilities with hands‑on member service.

Responsibilities

• Help members identify financial solutions by conducting needs‑based conversations, opening accounts, processing transactions, and supporting lending activities.
• Coach and support branch team members alongside the Branch Manager while serving as a role model for service, operational excellence, and accountability.
• Manage branch workflows, follow up on sales and lending opportunities, and help ensure compliance, security, and operational standards are maintained.
• Collaborate across the organization, build referral partnerships, resolve member concerns, and contribute to a positive branch culture focused on member success.

Requirements

We’re looking for someone who combines strong relationship‑building skills with operational knowledge and leadership potential. Successful candidates are comfortable serving members, supporting teammates, and adapting to changing priorities throughout the day.

• 5+ years of experience in retail, financial services, or a related customer‑facing environment.
• Previous sales experience.
• Previous lending experience.

Qualifications

• High School Diploma or equivalent required.
• Notary appointment required or ability to obtain Notary status within 3 months of hire.
• You should also be comfortable shifting between teller functions, lending conversations, operational duties, and leadership responsibilities throughout the day.

Skills

• Ability to build trusted relationships and uncover members’ financial needs through meaningful conversations.
• Ability to process financial transactions, open and maintain accounts, and support consumer lending activities accurately.
• Ability to coach team members, provide feedback, and support branch performance goals.
• Knowledge of financial services regulations, compliance expectations, and service recovery practices.
• Strong verbal and written communication skills, organizational skills, and attention to detail.
• Ability to resolve member concerns, prioritize competing demands, and work effectively in a goal‑oriented environment.

Benefits

We believe in supporting our team members both professionally and personally. In this role you can expect the opportunity to make a direct impact on members’ financial well‑being every day, leadership experience that helps prepare you for continued growth within Truliant’s Branch Network, a collaborative environment that values relationship building, teamwork, and community involvement, exposure to multiple areas of financial services including deposits, lending, member service, and branch operations, and a culture focused on helping members, supporting teammates, and developing future leaders.

• 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 volunteer 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