Relationship Banker
3 days ago
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.
- 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.
- 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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