Relationship Banker - Park Rd
truliantfcu · Charlotte, NC · United States · On-site
Posted Oct 8, 2026
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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.
Why this role matters
At Truliant Federal Credit Union, every member interaction is an opportunity to make a meaningful difference in someone’s financial life. As a Relationship Banker, you'll serve as a trusted resource, helping members navigate important financial decisions while delivering an exceptional banking experience. This role is ideal for someone who enjoys building relationships, solving problems, and helping people reach their financial goals.
What you’ll do
In this role, you’ll be the go-to partner for members across a variety of banking needs, balancing service, financial guidance, and relationship building. You’ll work across both teller and platform responsibilities, creating a seamless experience while identifying solutions that help members succeed financially. Day to day, you’ll:
Help members open and maintain accounts, apply for loans, and access products and services that support their financial goals.
Build relationships through meaningful conversations that uncover needs and connect members with the right solutions and resources.
Collaborate with branch and business partners to deliver outstanding service, resolve issues, and contribute to branch growth and success.
What you bring
We’re looking for someone who combines strong member service skills with financial services knowledge and a genuine desire to help people. The most successful candidates are adaptable, detail-oriented, and comfortable balancing multiple responsibilities while maintaining a high level of accuracy. Required Experience
Minimum of 3 years of experience in retail, banking, or financial services.
Required Skills
Ability to build trust and develop relationships through meaningful member conversations.
Ability to identify financial needs and recommend relevant products, services, and solutions.
Strong verbal and written communication skills.
Ability to process transactions, account maintenance, and lending activities accurately.
Strong organizational skills and attention to detail in a regulated environment.
Ability to learn and apply credit union policies, procedures, and compliance requirements.
Education/Certifications
High School Diploma or equivalent required.
Must obtain Notary status within 3 months of hire if not currently commissioned.
You should also be comfortable shifting priorities throughout the day, moving between service, sales, lending, and operational responsibilities based on…