Personal Banker - Burlington

About the role

At Truliant Federal Credit Union, every member interaction is an opportunity to make a meaningful difference in someone's financial life. As a Personal Banker, you'll help members navigate important financial decisions, connect them with the right solutions, and build trusted relationships that support their long-term goals. This role is ideal for someone who enjoys helping people, building connections, and creating positive experiences every day.

Responsibilities

• Build relationships with members by identifying financial needs and recommending appropriate products and services.
• Support deposit and lending activities, including account openings, loan applications, and ongoing member service.
• Collaborate with branch and business partners to connect members with specialized solutions that support their financial goals.

Requirements

• Experience working directly with customers in a service-focused environment.
• Experience discussing products, identifying needs, and recommending solutions.
• Ability to support lending and deposit-related activities while maintaining a high level of accuracy.
• College degree or equivalent experience required.
• Ability to obtain NMLS registration under the SAFE Act upon hire.
• Ability to obtain Notary appointment within 3 months of hire.
• Comfortable balancing member service, sales conversations, and operational responsibilities in a fast-paced branch environment while adapting to changing priorities.

Skills

• Ability to build rapport and conduct meaningful financial conversations with members.
• Strong verbal and written communication skills.
• Ability to explain financial products and services in a clear and understandable manner.
• Knowledge of basic credit underwriting concepts.
• Ability to resolve member concerns and deliver excellent service recovery.
• Proficiency with personal computer systems and digital banking tools.

What Sets You Apart

• Three or more years of experience in retail, banking, or financial services.
• Previous sales experience with a track record of identifying customer needs and recommending solutions.
• Previous consumer lending experience.
• Experience working with IRA products and services.

Benefits

• No-cost employee medical, dental, and 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.

In this role, you can expect the opportunity to build trusted relationships and make a direct impact on members' financial well-being, a collaborative branch environment where teamwork, service, and professional growth are valued, ongoing development opportunities to expand your knowledge of lending, deposits, and financial solutions, and the chance to grow your career with Truliant while helping strengthen the communities we serve.