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Winston-Salem

    Relationship Banker - Winston Salem, NC, United States - Truliant Federal Credit Union

    Truliant Federal Credit Union
    Truliant Federal Credit Union Winston Salem, NC, United States

    2 weeks ago

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    Description
    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.

    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.

    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 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.
    Manages loan and deposit pipeline to ensure timely follow-up and cultivates leads into successes.
    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.
    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.

    Assists with other tasks and projects as assigned.

    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
    tactful, mature, flexible, compassionate
    Must have excellent communication skills in English, both verbal and written
    Must have basic personal computer skills
    Must understand basic concepts and principles of credit underwriting
    Must have ability to understand all business processes within the credit union
    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
    Must be able to sit at a desk for moderate periods of time and use a computer
    A minimum of 3+ years related experience in the retail industry or financial services required
    As a member of the Truliant family, you will enjoy the following full time benefits:
    ~ No-cost employee Medical, dental, vision coverage
    ~ Paid holidays and Paid Time Off (PTO)
    ~Retirement/pension plan
    ~ Paid community involvement volunteers hours
    ~ Tuition reimbursement
    ~ Short and long-term disability
    ~ 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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