RelationshipBanker

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** * Engages members in conversation conducting quality guidance and credit reviews to uncover their financial needs and goals. * Identifies quality referrals to other business units such as but not limited to: Business Services, Mortgage, and Truliant Financial Advisors. * Accurately and efficiently processes account opening and maintenance, loan applications, and transactions for members to help them manage their finances. * Ensures consistent adherence to Credit Union