Job 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.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 JobThe Personal Banker primary responsibilities include providing every member-owner with an exceptional service experience, for understanding member-owners' financial needs, and for meeting those needs with Truliant product and services. The employee must engage in conversations with member-owners in order to identify, understand, and meet financial needs. Financial needs include consumer and business deposit products, consumer and business lending products, investment products, and other services. The Personal Banker performs problem resolution and may also process transactions when necessary.Essential Functions and ResponsibilitiesAccurately and efficiently processes transactions for members to help them manage their finances. Resolves discrepancies within allotted time as required.Ensures consistent adherence to Credit Union member service standards throughout every member-owner interaction, including problem resolution.Engages members in conversation to learn about their most important financial needs and goals.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.Educates members on the various products and services available to meet their financial goals and offer to assist them with establishing those identified products and services.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.Utilizes member relationship tools to record and enhance interactions.Provides information and processes loan requests on all loan products to member-owners, including mortgages, business service loans, service agreements and insurance while reviewing credit needs for further loan opportunities to benefit the member.Understands IRA process and products offered. Opens and provides maintenance for all IRA accounts.Adheres to Truliant's policies and supports company decisions and goals in a positive, professional, manner. Follows all security and fraud prevention requirements in order to protect the Credit Union and members.Adapts, as needed, to meet the ever-changing needs of our members and the communities we serve.Maintains integrity and confidentiality when handling member's accounts.Researches and resolve member account/service issues.Represents Truliant with a high level of integrity and professionalism. Exhibits a professional, business-like appearance, and demeanor.Researches and resolves account issues, elevating to problem resolution team as necessary.Other Duties and ResponsibilitiesProvides assistance with member service when needed on the Teller line.Assists with other tasks and projects as assigned.Knowledge, Skills, and AbilitiesMust have National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008Must have sound understanding of standard concepts, practices, procedures, regulations and compliance within the financial services environmentMust have excellent communication skills in English, both verbal and writtenMust have good arithmetic skillsMust have basic personal computer skillsMust have knowledge of advanced products and servicesMust be proficient in service recovery concepts as a vehicle to enhance member satisfactionMust understand basic concepts and principles of credit underwritingMust have Notary appointment within 3 month periodMust attend Branch Lending Training within 3 month periodMust be detail oriented and well organizedMust be flexible and able to shift resources and priorities as requiredMust be able to complete all assignments with minimal supervisionPhysical RequirementsOccasional standing, walking, and bending requiredMust be able to sit at a desk for moderate periods of time and use a computerMust be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 poundsEducation and ExperienceCollege degree or equivalent experience requiredA minimum of 3 years related experience in the retail industry or financial services preferredPrevious sales experience preferredPrevious lending experience preferredIf 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 coveragePrescription benefits (including mail order)Paid holidays and Paid Time Off (PTO)401(k) plan with contribution matching Retirement/pension planPaid community involvement volunteers hoursPaid group life InsuranceTeammate loan discountsTuition reimbursementShort and long-term disabilityHealth & Wellness programTeledoc (physician video conferencing)Onsite fitness facilities or health club reimbursementEmployee Assistance Program (EAP)Medical flexible spending accountDependent care flexible spending account