Personal shopper Jobs in Charlotte, NC

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 Personal Banker provides every member-owner with an exceptional service experience 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. The Personal Banker must engage in conversations with member-owners in order to identify, understand, and provide guidance to meet the member-owners financial needs and goals. The Personal Banker provides solutions including consumer and business deposit products, consumer and business lending products, and associated products and services. They refer to partners for investment solutions, insurance, and other services. The Personal Banker performs problem resolution and may also process transactions in a back-up capacity. They must have an expert knowledge of the Credit Unions deposit and loan products, policies and processes.

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 member service standards throughout every member-owner interaction, including providing first contact problem resolution.
• 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.
• Makes outbound sales and service calls to member-owners.
• Utilizes member relationship tools to record and enhance interactions.
• Manages loan and deposit pipeline to ensure timely follow-up and cultivates leads into successes.
• 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.
• Represents Truliant with a high level of integrity and professionalism. Exhibits a professional, business-like appearance, and demeanor.
• Researches and resolves account issues, escalating for resolution assistance as necessary.

Other Duties and Responsibilities

Knowledge, Skills, and Abilities

Physical Requirements

Education and Experience

If 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 :