Relationship Banker

3 days ago


Burlington, North Carolina, United States Truliant Federal Credit Union Full time
Job Title: Relationship Banker

At Truliant Federal Credit Union, we're committed to improving lives by putting our members first. As a Relationship Banker, you'll play a vital role in serving the financial needs of our member-owners, developing strong relationships, and providing exceptional member service.

Key Responsibilities:
  • Assist members with their current and future financial goals through conducting quality guidance and credit reviews.
  • Provide solutions with Credit Union deposit, loan, and ancillary products and services.
  • Maintain integrity and confidentiality when handling member accounts.
  • Perform all teller transactions, balance CDMs, TCRs, ATMs, and vault.
  • Research and resolve account issues, elevating to problem resolution team as necessary.
  • Provide information on all deposit and loan products to member-owners.
  • Process Business Services requests accurately and efficiently.
  • Manage loan and deposit pipeline to ensure timely follow-up and cultivates leads into successes.
  • Understand IRA process and products offered, opening and maintaining IRA accounts.
  • Process all loan requests and reviews credit needs for further loan opportunities.
  • Process and open all specialty accounts.
  • Makes outbound guidance calls to member-owners.
  • Represents the Credit Union by visitations to Business Partners and other Credit Union functions.
  • Understands audit procedures and the importance of maintaining the integrity of audit guidelines.
  • Proactively assists members by finding ways to make financial services more convenient for them.
  • Executes the Branch's plan to ensure achievement of goals and objectives.
Requirements:
  • High School Diploma or equivalent required.
  • Strong interpersonal skills required.
  • College Degree preferred.
  • A minimum of 3+ years related experience in the retail industry or financial services required.
  • Previous sales experience preferred.
  • Previous lending experience preferred.
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.
  • 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.

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