Relationship Banker

2 weeks ago

WinstonSalem, United States Truliant Federal Credit Union Full time

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 of improving lives and providing a foundation on which we conduct ourselves.

Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.

Purpose of the Job

The Relationship Banker is responsible for serving the financial needs of our member-owners accurately and efficiently, and developing a strong rapport with the member which supports the Credit Union's mission of enhancing our member-owners’ financial lives and becoming their preferred financial partner. This position performs tasks related to all facets of the Branch, which includes processing teller transactions, lending, account opening and account maintenance, opening savings & investment products, along with other account services. The Relationship Banker will assist members from the initial point of contact through the completion of their transaction or platform need. The duties that the Relationship Banker will perform each day will vary depending on the need of the member they are assisting and they will be responsible for seamlessly transitioning from the Teller line to the platform and back throughout each day.

Essential Functions and Responsibilities

  • Assists members with their current and future financial goals through conducting quality guidance and credit reviews to provide solutions with Credit Union deposit, loan and ancillary products and services, ensures consistent adherence to Credit Union member service standards throughout every member-owner interaction, including basic problem resolution. Identifies quality referrals to other business units such as but not limited to: Business Services, Mortgage, and Truliant Financial Advisors. Ensures consistent adherence to Credit Union member service standards throughout every member-owner interaction, including basic problem resolution.
  • Maintains integrity and confidentiality when handling member’s accounts.
  • Performs all teller transactions as requested and has capability to balance CDMs, TCRs, ATMs and vault.
  • Performs all member service operations, including new accounts opened for contact and initializing start of relationship building with knowledge, products and services that will benefit the member.
  • Researches and resolves account issues, elevating to problem resolution team as necessary.
  • Provides information on all deposit and loan products to member-owners, including mortgages, service agreements and insurance.
  • Processes Business Services requests accurately and efficiently including business service loan requests and processing.
  • Manages loan and deposit pipeline to ensure timely follow-up and cultivates leads into successes.
  • Understands IRA process and products offered. Opens and provides maintenance for all IRA accounts.
  • Processes all loan requests and reviews credit needs for further loan opportunities to benefit the member.
  • Processes and opens 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. This includes educating members on the various technological tools available to them to improve their banking experience
  • Executes the Branch’s plan to ensure achievement of goals and objectives, including but not limited to      member service scores, loan production, deposit production, new member growth and partner lines of business referrals.

Other Duties and Responsibilities

  • Assists with other tasks and projects as assigned.

Knowledge, Skills, and Abilities

  • Must be flexible to assist members with various needs in different capacities throughout the day
  • Must have sound understanding of standard concepts, practices, procedures, regulations and compliance within the financial services environment
  • Must have superior interpersonal and coaching skills; ability to get along with diverse personalities; tactful, mature, flexible, compassionate
  • Must have excellent communication skills in English, both verbal and written
  • Must have good arithmetic skills
  • Must have basic personal computer skills
  • Must have knowledge of advanced products and services
  • Must be proficient in service recovery concepts as a vehicle to enhance member satisfaction
  • Must understand basic concepts and principles of credit underwriting
  • Must have Notary appointment, or attain Notary status within 3 months of hire
  • Must be trained in Branch Lending
  • Must have ability to understand all business processes within the credit union
  • Must be detail oriented and well organized
  • Must be able to work in a general office environment
  • Must be flexible and able to shift resources and priorities as needed
  • Must be able to complete all assignments with minimal supervision
  • Should possess a strong commitment to providing excellent service to Truliant’s members

Physical Requirements

  • Frequent standing, walking, and bending required
  • Must be able to sit at a desk for moderate periods of time and use a computer
  • Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds

Education and Background

  • 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

If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant 

As a member of the Truliant family, you will enjoy the following full time 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  
  • Retirement/pension plan
  • Paid community involvement volunteers 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
     

  • Relationship Banker

    3 weeks ago

    Winston-Salem, United States First Horizon National Corporation Full time

    Location: On-site in Winston-Salem, North Carolina If you are a go-to person for advice, then become a First Horizon Bank Relationship Banker! You will work to deepen the relationships with clients as their key contact for personalized banking and advice. You will use product knowledge, expertise, and exceptional customer service skills to help them achieve...

  • Lead Relationship Banker

    2 weeks ago

    Winston-Salem, United States Truliant Federal Credit Union Full time

    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 of improving lives and providing a foundation on which we conduct ourselves. Our...

  • Banker

    2 weeks ago

    Salem, United States M&T Bank Full time

    M & T Bank is Now Hiring Bankers in the Salem area! Have you ever considered a career in banking? Are you an experienced banker looking for another opportunity or someone who is looking to get into banking? If so, we want to talk to you. M&T has become of the nation’s strongest banks by knowing what matters most to our customers and our employees....

  • Client Relationship Consultant 2

    4 weeks ago

    Salem, United States U.S. Bancorp Full time

    Location: 3995 Devonshire Ave NE, Salem, OR 97305 Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while ad Client Relations, Relationship, Consultant, Banker, Processing, Relations, Business Services

  • Client Relationship Consultant 2

    2 months ago

    Salem, United States U.S. Bancorp Full time

    Location: 3995 Devonshire Ave NE, Salem, OR 97305 Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while ad Client Relations, Relationship, Consultant, Banker, Processing, Relations, Business Services

  • Client Relationship Consultant 2

    2 months ago

    Salem, United States U.S. Bancorp Full time

    Location: 5660 Commercial St SE, Salem, Oregon 97306 Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while Client Relations, Relationship, Consultant, Banker, Processing, Relations, Business Services

  • Client Relationship Consultant 2

    3 weeks ago

    Salem, United States U.S. Bancorp Full time

    Location: 5660 Commercial St SE, Salem, Oregon 97306 Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while Client Relations, Relationship, Consultant, Banker, Processing, Relations, Business Services

  • Bilingual Teller Retail Banker

    1 month ago

    Winston-Salem, United States North Carolina Full time

    Job Description - Bilingual Teller Retail Banker (063758) Your Future Starts Here! Description Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and...

  • Bilingual Teller Retail Banker

    4 weeks ago

    Winston-Salem, United States North Carolina Full time

    Job Description - Bilingual Teller Retail Banker (063758) Your Future Starts Here! Description Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and...

  • Personal Banker

    2 weeks ago

    WINSTON SALEM, NC, United States WELLS FARGO BANK Full time

    Why Wells Fargo:Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to...

  • Relationship Banker

    5 days ago

    Salem, Oregon, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • Personal Banker

    18 minutes ago

    Winston-Salem, United States Wells Fargo Full time

    Job Description **Why Wells Fargo:** This is where your career truly begins. We rank #2 overall in the country on LinkedIn's Top Companies list as the best workplace "to grow your career" (#1 among financial services companies). We offer competitive salaries and one of the richest benefits packages in the industry. Our 'Well Life' program focuses on...

  • Virtual Business Banking Relationship Manager

    1 month ago

    Winston-Salem, United States First Horizon Bank Full time

    Summary Responsible for acquiring, managing, growing, retaining, risk management, and relationship development/planning of approximately business relationships with $ – mm in annual revenues, serving as a single point of contact for the customers within the bank; deliver business and deposits services, sell secured and unsecured business loans...

  • Teller Retail Banker

    4 weeks ago

    Salem, United States Woodforest National Bank Full time

    Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder.We focus on building relationships and discovering...

  • Teller Retail Banker

    4 weeks ago

    Salem, United States Woodforest National Bank Full time

    Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder.We focus on building relationships and discovering...

  • Personal Banker

    6 days ago

    WINSTON SALEM, NC, United States WELLS FARGO BANK Full time

    Job DescriptionWhy Wells Fargo:This is where your career truly begins. We rank #2 overall in the country on LinkedIn's Top Companies list as the best workplace "to grow your career" (#1 among financial services companies). We offer competitive salaries and one of the richest benefits packages in the industry. Our 'Well Life' program focuses on work-life...

  • Virtual Business Banking Relationship Manager

    4 weeks ago

    Winston Salem, United States First Horizon Bank Full time

    Location: On site in location listed in job posting. This is not a remote position. Summary Responsible for acquiring, managing, growing, retaining,  risk management, and relationship development/planning of approximately 250 business relationships with $1 – 10mm in annual revenues, serving as a single point of contact for the customers within the bank;...

  • Virtual Business Banking Relationship Manager

    4 weeks ago

    Winston Salem, United States First Horizon Bank Full time

    Location: On site in location listed in job posting. This is not a remote position. Summary Responsible for acquiring, managing, growing, retaining,  risk management, and relationship development/planning of approximately 250 business relationships with $1 – 10mm in annual revenues, serving as a single point of contact for the customers within the bank;...

  • Virtual Business Banking Relationship Manager

    4 weeks ago

    Winston-Salem, North Carolina, United States First Horizon Corp. Full time

    Location: On site in location listed in job posting. This is not a remote position. Summary Responsible for acquiring, managing, growing, retaining, risk management, and relationship development/planning of approximately 250 business relationships with $1 - 10mm in annual revenues, serving as a single point of contact for the customers within the bank;...

  • Virtual Business Banking Relationship Manager

    2 days ago

    Winston-Salem, United States First Horizon Bank Full time

    Location: On site in location listed in job posting. This is not a remote position. Summary Responsible for acquiring, managing, growing, retaining, risk management, and relationship development/planning of approximately 250 business relationships with $1 – 10mm in annual revenues, serving as a single point of contact for the customers within the...