Relationship Banker - Friendly

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 opportunities to expand your banking, lending, and financial services expertise through ongoing learning and development. A collaborative branch environment where relationship building and member impact are valued. 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

Competitive salary and benefits package.

Schedule

Full-time position.