Lead Relationship Banker - Easley

Truliant Federal Credit Union • Easley, SC

394d

About The Position

The Lead Relationship Banker at Truliant Federal Credit Union is responsible for serving the financial needs of member-owners by providing exceptional service and developing strong relationships. This role involves processing transactions, lending, account management, and leading a team to ensure adherence to the Credit Union's mission of enhancing members' financial lives. The Lead Relationship Banker acts as a role model and supports the Branch Manager in various operational and leadership tasks.

Requirements

• Must be flexible to assist members with various needs throughout the day.
• Strong understanding of standard concepts, practices, procedures, regulations, and compliance in financial services.
• Superior interpersonal and coaching skills with the ability to work with diverse personalities.
• Excellent communication skills in English, both verbal and written.
• Good arithmetic skills and basic personal computer skills.
• Knowledge of advanced products and services offered by the Credit Union.
• Proficient in service recovery concepts to enhance member satisfaction.
• Understanding of basic credit underwriting principles.
• Must have Notary appointment or attain Notary status within 3 months of hire.
• Trained in Branch Lending and understanding of all business processes within the credit union.
• Detail-oriented and well-organized with the ability to work under pressure in a goal-oriented environment.

Nice To Haves

• Experience in a leadership role within a financial institution.
• Familiarity with credit union operations and member services.

Responsibilities

• Engages members in conversation to uncover their financial needs and goals.
• Identifies quality referrals to other business units such as Business Services, Mortgage, and Truliant Financial Advisors.
• Processes account opening and maintenance, loan applications, and transactions for members.
• Ensures adherence to Credit Union member service standards during every interaction.
• Coaches the team using the Vital Basics observational coaching model and provides excellent customer service.
• Assists the Manager in reviewing performance standards and expectations of team members.
• Provides feedback to management for performance appraisals and completes monthly scorecards and reviews.
• Recognizes positive behavior and achievements of employees in a professional manner.
• Manages loan and deposit pipeline for timely follow-up and success cultivation.
• Makes outbound guidance calls to member owners.
• Researches and resolves members' account issues while maintaining confidentiality.
• Adheres to Credit Union and security policies and assists in controlling loan and fraud losses.
• Ensures timely and accurate cash audits and compliance with balancing standards.
• Schedules operations to ensure sufficient staff coverage during service hours and assigns projects to team members.
• Balances and audits ATM, Vault, and other cash management systems according to policy.
• Responds to security and audit findings and monitors operations for compliance.

Benefits

• Health insurance
• 401k retirement plan
• Paid holidays
• Professional development opportunities
• Flexible scheduling

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed