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Personal Banker - University at Truliant Federal Credit Union - ApplyBlast

Personal Banker - University

Truliant Federal Credit Union

6 days ago

Charlotte, North Carolina, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Personal Banker - University role at Truliant focuses on engaging members to uncover their financial needs and goals while providing quality guidance and credit reviews. The position involves processing account and loan transactions, educating members on available products and services, and proactively assisting with financial solutions and technological tools. This role requires managing loan and deposit pipelines, making outbound sales calls, and ensuring adherence to credit union service standards and compliance requirements.

Responsibilities

Engage members in conversation to uncover financial needs and provide guidance
Process account opening, loan applications, and transactions for members
Manage loan and deposit pipeline to cultivate leads and achieve branch goals

Skills

About Truliant Federal Credit Union

truliantfcu.org

Headquarters

Winston-Salem, North Carolina, United States

Company Size

501-1000 employees

Founded

1952

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Choose Truliant for your personal or business banking needs. We offer a wide array of accounts and services, with some of the most competitive rates on the market.