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Truliant Federal Credit Union

Member-owned financial cooperative offering banking services

Lead Teller 1

Retail & Commercial BankingPosted on Nov 5
Full-timeCharlotte, NC, USANo salary listedIn-person

About the Job

Requirements

  • Strong understanding of standard financial services concepts, practices, procedures, regulations, and compliance requirements.
  • Clear verbal and written English communication skills for interactions with members, team members, and leadership.
  • Ability to resolve member complaints, coach others, and support consistent member service standards.
  • Good arithmetic skills and the ability to monitor transactions, balancing, cash limits, and related branch controls accurately.
  • Basic personal computer skills and the ability to understand Credit Union business processes.
  • Strong organization, attention to detail, flexibility, and ability to shift priorities with minimal supervision.
  • Ability to work well under pressure in a goal-oriented environment while maintaining confidentiality and discretion.
  • Commitment to providing excellent service to members.
  • High school diploma or equivalent.
  • Comfort leading by example, giving coaching and feedback, and helping the teller team stay aligned with policies, service expectations, and branch priorities.

Responsibilities

  • Help lead the day-to-day teller experience by supporting team members, reinforcing service standards, and ensuring transactions and branch cash processes are handled accurately and consistently.
  • Serve as a role model for excellent member service, help resolve member account concerns with care and confidentiality, and provide leadership support when management is not available.
  • Coach, mentor, and encourage teller team members so they can contribute to branch goals and deliver strong member service.
  • Support accurate teller operations, including balancing standards, cash audits, vault cash, cash dispensing equipment, night depository processing, and related controls.
  • Help the team follow Credit Union policies, security procedures, check hold standards, member identification procedures, and operational updates.
  • Collaborate with branch management, support new policy and procedure training, assist with team development conversations, and serve members whenever the branch needs additional support.

Desired Qualifications

  • At least 2 years of teller or branch operations experience in the financial services industry.
  • Previous supervisory experience or experience mentoring team members.
  • Previous sales experience, especially in a service-focused environment.
  • An associate degree or higher.
  • Comfort training others on policies, procedures, operational changes, and member service expectations.

About the Company

Truliant Federal Credit Union

Member-owned financial cooperative offering banking services

Truliant Federal Credit Union serves more than 300,000 members through 36 branches across the Carolinas and Virginia, offering banking and financial services such as checking and savings accounts, loans, mortgages, and financial guidance. Its products are delivered via branches, online and mobile banking, and personalized support, with member ownership and a cooperative structure guiding decision-making. The credit union differentiates itself by being member-owned and member-first, with a strong local network and clear service focus, backed by federal insurance from the NCUA and Equal Housing Lender status. Its goal is to improve members’ lives by putting them first and providing straightforward financial solutions to help guide their financial future.

Company size
201-500
Company stage
Not listed
Total funding
Not listed
Headquarters
Salem, OR
Founded
1952

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