Personal Banker - S. Elm

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. 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.
• Ability to obtain NMLS registration under the SAFE Act upon hire.
• Ability to obtain Notary appointment within three months of hire.

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.

Preferred Qualifications

• 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.