Relationship Banker - Battleground

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 Relationship Banker, you'll serve as a trusted resource, helping members navigate important financial decisions while delivering an exceptional banking experience.

Responsibilities

• Serve as the go-to partner for members across a variety of banking needs, balancing service, financial guidance, and relationship building.
• Create a seamless experience by working across both teller and platform responsibilities.
• Help members open and maintain accounts, apply for loans, and access products and services that support their financial goals.
• Build relationships through meaningful conversations that uncover needs and connect members with the right solutions and resources.
• Collaborate with branch and business partners to deliver outstanding service, resolve issues, and contribute to branch growth and success.

Requirements

• Minimum of 3 years of experience in retail, banking, or financial services.
• Ability to build trust and develop relationships through meaningful member conversations.
• Ability to identify financial needs and recommend relevant products, services, and solutions.
• Strong verbal and written communication skills.
• Ability to process transactions, account maintenance, and lending activities accurately.
• Strong organizational skills and attention to detail in a regulated environment.
• Ability to learn and apply credit union policies, procedures, and compliance requirements.

Qualifications

• High School Diploma or equivalent required.
• Must obtain Notary status within 3 months of hire if not currently commissioned.
• Comfortable shifting priorities throughout the day, moving between service, sales, lending, and operational responsibilities based on member needs.

Skills

• College degree.
• Previous sales experience.
• Previous lending experience.
• Experience working with deposit products, IRAs, or specialty accounts.
• Confidence educating members on digital banking tools and financial solutions.

Benefits

We believe in supporting our team members both professionally and personally. In this role, you can expect:

• Competitive benefits, wellness resources, and programs that support your overall well-being.
• Career growth opportunities within a member-focused organization committed to internal development.
• The opportunity to help improve the financial lives of Truliant members while contributing to the success of your local branch and community.

Pay

Details TBD

Schedule

Details TBD