Personal Banker - S. Elm

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.

Responsibilities

• Serve as a trusted financial partner for our members, taking time to understand their needs and recommending solutions that help them succeed.
• Create exceptional member experiences by combining relationship-building, financial guidance, and problem-solving.
• 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.

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.

Qualifications

• 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.

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, vision coverage
• Prescription benefits (including mail order)
• Paid holidays and Paid Time Off (PTO)
• 401(k) plan with contribution matching
• Competitive benefits and resources designed to support your personal and professional success
• The chance to grow your career with Truliant while helping strengthen the communities we serve