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Job Description It's fun to work in a company where people truly BELIEVE in what they are doing! We're committed to bringing passion and customer focus to the business. VXI is looking for highly motivated and qualified Customer Service Representatives to work full-time on-site in our world-class contact center in Charlotte, NC. As an Inbound Phone Banker/ Customer Service Representative, you will be responsible for providing exceptional customer service to clients related to card services and deposits. You will be the first point of contact for customers seeking assistance with their banking transactions, inquiries, and problem resolutions. Your ability to communicate effectively, handle sensitive information, and offer solutions promptly will be vital to ensuring customer satisfaction and retention. You will be a crucial link between our client and their customers, ensuring a positive and seamless experience. Operating hours Monday- Sunday 8am - 8pm Training • Training Class hours are normally 9am - 6pm Tuesday- Saturday (Unless impacted by a holiday, extended training hours will apply to ensure a 40-hour work week), • Training duration is 12 weeks long * You must be available to attend 100% of your training, no time can be missed * Production Shifts After Training (At least 2 days off *Non-Consecutive) • Monday-Sunday from 9 am-8 pm EST (4-day production work week) OR, • Monday-Sunday from 11:30 am - 8 pm EST (5-day production work week) * You must be available to work anytime during center operating hours including Saturdays, Sundays and holidays * Post offer employment requirements: • 7-year employment verification, • 10-year Background, • 10-Panel Drug Screening Test (THC) Key Responsibilities: • Customer Assistance: Handle incoming calls from customers regarding various card services and deposit-related queries, including but not limited to credit/debit card issues, account balances, fund transfers, check deposits, and transaction disputes., • Problem Resolution: Identify and address customers' concerns, complaints, or issues in a professional and empathetic manner. Investigate problems thoroughly and take necessary steps to resolve them, ensuring a positive customer experience., • Account Management: Update customer account information, process transactions, and perform account maintenance activities as required., • Product Knowledge: Develop a deep understanding of the bank's card services and deposit products, terms, conditions, and policies to provide accurate and reliable information to customers., • Compliance: Adhere to banking regulations, security protocols, and data protection guidelines while handling customer information and transactions., • Communication: Communicate effectively with customers to gather necessary information, explain processes, and set clear expectations for issue resolution and follow-up., • Documentation: Maintain accurate records of customer interactions, transactions, and inquiries in the call center's database., • Continuous Improvement: Stay updated on industry trends, banking regulations, and internal processes to enhance job knowledge and deliver outstanding service., • Performance Metrics: Meet and exceed individual and team-based performance targets, including call handling time, customer satisfaction, and first-call resolution rates. What You Bring • High school diploma or equivalent; additional education or relevant certifications in finance, banking, or customer service are a plus., • Proven experience in a call center or customer service environment, preferably within the banking or financial industry., • Strong verbal communication skills with a customer-centric approach to handle interactions professionally and courteously., • Excellent problem-solving abilities, attention to detail, and ability to handle confidential information securely., • Familiarity with banking products, processes, and regulations., • Proficiency in using computer systems, databases, and customer relationship management (CRM) software., • Ability to adapt to a fast-paced and dynamic work environment., • Strong multitasking skills to manage simultaneous calls, inquiries, and tasks effectively., • Willingness to work flexible hours, including evenings, weekends, and holidays. What you will get • $18.00 per hour base pay, • Bonus Opportunities - Earn up to $4 an hour additional with bonuses*! (Bonus opportunity available once graduated from training and active on production), • Full Health Insurance Options (Medical, Dental, & Vision), • Fun Work Environment, • Free Gym Membership after 90 days of employment (Gym located conveniently in business complex), • Free Parking, • Convenience store access in business complex, • Abundant Advancement Opportunities Equal Opportunity Employer: disability/veteran, • Cell phone benefits for employees - $25/month per line for unlimited phone, text and data. **Restriction may apply, • Referral for Life Program ™- If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

Job Description It's fun to work in a company where people truly BELIEVE in what they are doing! We're committed to bringing passion and customer focus to the business. VXI is looking for highly motivated and qualified Customer Service Representatives to work full-time on-site in our world-class contact center in Charlotte, NC. As an Inbound Phone Banker/ Customer Service Representative, you will be responsible for providing exceptional customer service to clients related to card services and deposits. You will be the first point of contact for customers seeking assistance with their banking transactions, inquiries, and problem resolutions. Your ability to communicate effectively, handle sensitive information, and offer solutions promptly will be vital to ensuring customer satisfaction and retention. You will be a crucial link between our client and their customers, ensuring a positive and seamless experience. Operating hours Monday- Sunday 8am - 8pm Training • Training Class hours are normally 9am - 6pm Tuesday- Saturday (Unless impacted by a holiday, extended training hours will apply to ensure a 40-hour work week), • Training duration is 12 weeks long * You must be available to attend 100% of your training, no time can be missed * Production Shifts After Training (At least 2 days off *Non-Consecutive) • Monday-Sunday from 9 am-8 pm EST (4-day production work week) OR, • Monday-Sunday from 11:30 am - 8 pm EST (5-day production work week) * You must be available to work anytime during center operating hours including Saturdays, Sundays and holidays * Post offer employment requirements: • 7-year employment verification, • 10-year Background, • 10-Panel Drug Screening Test (THC) Key Responsibilities: • Customer Assistance: Handle incoming calls from customers regarding various card services and deposit-related queries, including but not limited to credit/debit card issues, account balances, fund transfers, check deposits, and transaction disputes., • Problem Resolution: Identify and address customers' concerns, complaints, or issues in a professional and empathetic manner. Investigate problems thoroughly and take necessary steps to resolve them, ensuring a positive customer experience., • Account Management: Update customer account information, process transactions, and perform account maintenance activities as required., • Product Knowledge: Develop a deep understanding of the bank's card services and deposit products, terms, conditions, and policies to provide accurate and reliable information to customers., • Compliance: Adhere to banking regulations, security protocols, and data protection guidelines while handling customer information and transactions., • Communication: Communicate effectively with customers to gather necessary information, explain processes, and set clear expectations for issue resolution and follow-up., • Documentation: Maintain accurate records of customer interactions, transactions, and inquiries in the call center's database., • Continuous Improvement: Stay updated on industry trends, banking regulations, and internal processes to enhance job knowledge and deliver outstanding service., • Performance Metrics: Meet and exceed individual and team-based performance targets, including call handling time, customer satisfaction, and first-call resolution rates. What You Bring • High school diploma or equivalent; additional education or relevant certifications in finance, banking, or customer service are a plus., • Proven experience in a call center or customer service environment, preferably within the banking or financial industry., • Strong verbal communication skills with a customer-centric approach to handle interactions professionally and courteously., • Excellent problem-solving abilities, attention to detail, and ability to handle confidential information securely., • Familiarity with banking products, processes, and regulations., • Proficiency in using computer systems, databases, and customer relationship management (CRM) software., • Ability to adapt to a fast-paced and dynamic work environment., • Strong multitasking skills to manage simultaneous calls, inquiries, and tasks effectively., • Willingness to work flexible hours, including evenings, weekends, and holidays. What you will get • $18.00 per hour base pay, • Bonus Opportunities - Earn up to $4 an hour additional with bonuses*! (Bonus opportunity available once graduated from training and active on production), • Full Health Insurance Options (Medical, Dental, & Vision), • Fun Work Environment, • Free Gym Membership after 90 days of employment (Gym located conveniently in business complex), • Free Parking, • Convenience store access in business complex, • Abundant Advancement Opportunities Equal Opportunity Employer: disability/veteran, • Cell phone benefits for employees - $25/month per line for unlimited phone, text and data. **Restriction may apply, • Referral for Life Program ™- If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

Job Description It's fun to work in a company where people truly BELIEVE in what they are doing! We're committed to bringing passion and customer focus to the business. VXI is looking for highly motivated and qualified Customer Service Representatives to work full-time on-site in our world-class contact center in Charlotte, NC. As an Inbound Phone Banker/ Customer Service Representative, you will be responsible for providing exceptional customer service to clients related to card services and deposits. You will be the first point of contact for customers seeking assistance with their banking transactions, inquiries, and problem resolutions. Your ability to communicate effectively, handle sensitive information, and offer solutions promptly will be vital to ensuring customer satisfaction and retention. You will be a crucial link between our client and their customers, ensuring a positive and seamless experience. Operating hours Monday- Sunday 8am - 8pm Training • Training Class hours are normally 9am - 6pm Tuesday- Saturday (Unless impacted by a holiday, extended training hours will apply to ensure a 40-hour work week), • Training duration is 12 weeks long * You must be available to attend 100% of your training, no time can be missed * Production Shifts After Training (At least 2 days off *Non-Consecutive) • Monday-Sunday from 9 am-8 pm EST (4-day production work week) OR, • Monday-Sunday from 11:30 am - 8 pm EST (5-day production work week) * You must be available to work anytime during center operating hours including Saturdays, Sundays and holidays * Post offer employment requirements: • 7-year employment verification, • 10-year Background, • 10-Panel Drug Screening Test (THC) Key Responsibilities: • Customer Assistance: Handle incoming calls from customers regarding various card services and deposit-related queries, including but not limited to credit/debit card issues, account balances, fund transfers, check deposits, and transaction disputes., • Problem Resolution: Identify and address customers' concerns, complaints, or issues in a professional and empathetic manner. Investigate problems thoroughly and take necessary steps to resolve them, ensuring a positive customer experience., • Account Management: Update customer account information, process transactions, and perform account maintenance activities as required., • Product Knowledge: Develop a deep understanding of the bank's card services and deposit products, terms, conditions, and policies to provide accurate and reliable information to customers., • Compliance: Adhere to banking regulations, security protocols, and data protection guidelines while handling customer information and transactions., • Communication: Communicate effectively with customers to gather necessary information, explain processes, and set clear expectations for issue resolution and follow-up., • Documentation: Maintain accurate records of customer interactions, transactions, and inquiries in the call center's database., • Continuous Improvement: Stay updated on industry trends, banking regulations, and internal processes to enhance job knowledge and deliver outstanding service., • Performance Metrics: Meet and exceed individual and team-based performance targets, including call handling time, customer satisfaction, and first-call resolution rates. What You Bring • High school diploma or equivalent; additional education or relevant certifications in finance, banking, or customer service are a plus., • Proven experience in a call center or customer service environment, preferably within the banking or financial industry., • Strong verbal communication skills with a customer-centric approach to handle interactions professionally and courteously., • Excellent problem-solving abilities, attention to detail, and ability to handle confidential information securely., • Familiarity with banking products, processes, and regulations., • Proficiency in using computer systems, databases, and customer relationship management (CRM) software., • Ability to adapt to a fast-paced and dynamic work environment., • Strong multitasking skills to manage simultaneous calls, inquiries, and tasks effectively., • Willingness to work flexible hours, including evenings, weekends, and holidays. What you will get • $18.00 per hour base pay, • Bonus Opportunities - Earn up to $4 an hour additional with bonuses*! (Bonus opportunity available once graduated from training and active on production), • Full Health Insurance Options (Medical, Dental, & Vision), • Fun Work Environment, • Free Gym Membership after 90 days of employment (Gym located conveniently in business complex), • Free Parking, • Convenience store access in business complex, • Abundant Advancement Opportunities Equal Opportunity Employer: disability/veteran, • Cell phone benefits for employees - $25/month per line for unlimited phone, text and data. **Restriction may apply, • Referral for Life Program ™- If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

Job Description It's fun to work in a company where people truly BELIEVE in what they are doing! We're committed to bringing passion and customer focus to the business. VXI is looking for highly motivated and qualified Customer Service Representatives to work full-time on-site in our world-class contact center in Charlotte, NC. As an Inbound Phone Banker/ Customer Service Representative, you will be responsible for providing exceptional customer service to clients related to card services and deposits. You will be the first point of contact for customers seeking assistance with their banking transactions, inquiries, and problem resolutions. Your ability to communicate effectively, handle sensitive information, and offer solutions promptly will be vital to ensuring customer satisfaction and retention. You will be a crucial link between our client and their customers, ensuring a positive and seamless experience. Operating hours Monday- Sunday 8am - 8pm Training • Training Class hours are normally 9am - 6pm Tuesday- Saturday (Unless impacted by a holiday, extended training hours will apply to ensure a 40-hour work week), • Training duration is 12 weeks long * You must be available to attend 100% of your training, no time can be missed * Production Shifts After Training (At least 2 days off *Non-Consecutive) • Monday-Sunday from 9 am-8 pm EST (4-day production work week) OR, • Monday-Sunday from 11:30 am - 8 pm EST (5-day production work week) * You must be available to work anytime during center operating hours including Saturdays, Sundays and holidays * Post offer employment requirements: • 7-year employment verification, • 10-year Background, • 10-Panel Drug Screening Test (THC) Key Responsibilities: • Customer Assistance: Handle incoming calls from customers regarding various card services and deposit-related queries, including but not limited to credit/debit card issues, account balances, fund transfers, check deposits, and transaction disputes., • Problem Resolution: Identify and address customers' concerns, complaints, or issues in a professional and empathetic manner. Investigate problems thoroughly and take necessary steps to resolve them, ensuring a positive customer experience., • Account Management: Update customer account information, process transactions, and perform account maintenance activities as required., • Product Knowledge: Develop a deep understanding of the bank's card services and deposit products, terms, conditions, and policies to provide accurate and reliable information to customers., • Compliance: Adhere to banking regulations, security protocols, and data protection guidelines while handling customer information and transactions., • Communication: Communicate effectively with customers to gather necessary information, explain processes, and set clear expectations for issue resolution and follow-up., • Documentation: Maintain accurate records of customer interactions, transactions, and inquiries in the call center's database., • Continuous Improvement: Stay updated on industry trends, banking regulations, and internal processes to enhance job knowledge and deliver outstanding service., • Performance Metrics: Meet and exceed individual and team-based performance targets, including call handling time, customer satisfaction, and first-call resolution rates. What You Bring • High school diploma or equivalent; additional education or relevant certifications in finance, banking, or customer service are a plus., • Proven experience in a call center or customer service environment, preferably within the banking or financial industry., • Strong verbal communication skills with a customer-centric approach to handle interactions professionally and courteously., • Excellent problem-solving abilities, attention to detail, and ability to handle confidential information securely., • Familiarity with banking products, processes, and regulations., • Proficiency in using computer systems, databases, and customer relationship management (CRM) software., • Ability to adapt to a fast-paced and dynamic work environment., • Strong multitasking skills to manage simultaneous calls, inquiries, and tasks effectively., • Willingness to work flexible hours, including evenings, weekends, and holidays. What you will get • $18.00 per hour base pay, • Bonus Opportunities - Earn up to $4 an hour additional with bonuses*! (Bonus opportunity available once graduated from training and active on production), • Full Health Insurance Options (Medical, Dental, & Vision), • Fun Work Environment, • Free Gym Membership after 90 days of employment (Gym located conveniently in business complex), • Free Parking, • Convenience store access in business complex, • Abundant Advancement Opportunities Equal Opportunity Employer: disability/veteran, • Cell phone benefits for employees - $25/month per line for unlimited phone, text and data. **Restriction may apply, • Referral for Life Program ™- If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

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 Lead 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. They perform tasks related to all facets within the Branch, which includes processing teller transactions, lending, account opening and maintenance, opening savings & investment products, along with other account services, operations duties, and leadership responsibilities. The Lead Relationship Banker will assist members from the initial point of contact through the completion of their transaction or platform need. The duties that the Lead 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. The Lead Relationship Banker must act as a positive role model for all employees in adherence to the organization’s mission of meeting the financial needs of the Credit Union’s member-owners. The Lead Relationship Banker provides leadership and supervision of the team at the instruction of the Manager and acts as the second in command. 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. * In collaboration with the Branch Manager, coaches the team using Vital Basics observational coaching model and serves as a role model by providing excellent customer service including engaging member in conversations and building relationships with them. * Assists Manager in reviewing performance standards and expectations of team members to ensure effectiveness and accountability. * Provides assistance and feedback to management in order to conduct performance appraisals including completion of monthly scorecards, 90-day reviews and annual reviews for the Teller team. * Recognizes positive behavior, achievements, and results exhibited by employees in a fair, consistent and professional manner. * Manages loan and deposit pipeline to ensure timely follow-up and cultivates leads into successes. * Makes outbound guidance calls to member owners. * Researches and resolves members’ account issues and maintains integrity, discretion and confidentiality when handling difficult situations concerning members’ accounts. * Adheres to all Credit Union and security policies and procedures and assists Branch Manager to ensure that staff members apply appropriate skill in controlling loan and fraud losses. * Assists Management to ensure that all Branch cash audits are carried out in an efficient, timely, consistent and accurate fashion. * Assists Branch Manager to ensure that staff members appropriately control and minimize loan and fraud losses. Verifies that all staff are meeting Credit Union Balancing Standards. * Ensures that team members adhere to all Credit Union and security policies and procedures, and communicates operational procedure changes. * Schedules operations to assure that sufficient staff coverage is available during service hours. Assigns projects to team members and confirms that tasks are completed. * Balances and audits ATM, Vault, Cash Dispensing Machine(s) and Transaction Currency Recycler(s) according to Credit Union policy and ensures the daily processing and management of the Night Depository. Keeps Member Financial Center below maximum cash limits and ensures maximum cash drawer limits are not exceeded. Manages the inventory of Official Check stock, Express Loan Checks and Starter Check stock. * Responds to security and audit findings and monitors operations to ensure compliance. Other Duties and Responsibilities * Assists with other tasks and projects as assigned. * Represents the Credit Union by participating in Credit Union sponsored events and networking functions. Knowledge, Skills, and Abilities * Must be flexible to assist members with various needs in different capacities throughout the day * Must have strong understanding of standard concepts, practices, procedures, regulations and compliance within the financial services environment * Must have superior interpersonal and coaching skills; ability to get along with diverse personalities; tactful, mature, flexible, compassionate * Must have excellent communication skills in English, both verbal and written * Must have good arithmetic skills * Must have basic personal computer skills * Must have knowledge of advanced products and services * Must be proficient in-service recovery concepts as a vehicle to enhance member satisfaction * Must understand basic concepts and principles of credit underwriting * Must have Notary appointment, or attain Notary status within 3 months of hire * Must be trained in Branch Lending * Must have ability to understand all business processes within the credit union * Must be detail oriented and well organized * Must be able to work in a general office environment * Must be flexible and able to shift resources and priorities as needed * Must be able to resolve member’s complaints and coach others * Must have ability to work well under pressure in a goal-oriented environment * Should possess a strong commitment to providing excellent service to Truliant’s members Physical Requirements * Frequent standing, walking, and bending required * Must be able to sit at a desk for moderate periods of time and use a computer * Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds Education and Background * High School Diploma or equivalent required * Strong interpersonal skills required * College Degree preferred * A minimum of 5+ years related experience in the retail industry or financial services required * Previous sales experience required * Previous lending experience required * Previous leadership experience preferred 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: • No-cost employee Medical, dental, vision coverage, • Prescription benefits (including mail order), • Paid holidays and Paid Time Off (PTO), • 401(k) plan with contribution matching, • Paid community involvement volunteers hours, • Paid group life Insurance, • Teammate loan discounts, • Tuition reimbursement, • Short and long-term disability, • Health & Wellness program, • Teledoc (physician video conferencing), • Onsite fitness facilities or health club reimbursement, • Employee Assistance Program (EAP), • Medical flexible spending account, • Dependent care flexible spending account

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 Lead 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. They perform tasks related to all facets within the Branch, which includes processing teller transactions, lending, account opening and maintenance, opening savings & investment products, along with other account services, operations duties, and leadership responsibilities. The Lead Relationship Banker will assist members from the initial point of contact through the completion of their transaction or platform need. The duties that the Lead 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. The Lead Relationship Banker must act as a positive role model for all employees in adherence to the organization’s mission of meeting the financial needs of the Credit Union’s member-owners. The Lead Relationship Banker provides leadership and supervision of the team at the instruction of the Manager and acts as the second in command. 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. * In collaboration with the Branch Manager, coaches the team using Vital Basics observational coaching model and serves as a role model by providing excellent customer service including engaging member in conversations and building relationships with them. * Assists Manager in reviewing performance standards and expectations of team members to ensure effectiveness and accountability. * Provides assistance and feedback to management in order to conduct performance appraisals including completion of monthly scorecards, 90-day reviews and annual reviews for the Teller team. * Recognizes positive behavior, achievements, and results exhibited by employees in a fair, consistent and professional manner. * Manages loan and deposit pipeline to ensure timely follow-up and cultivates leads into successes. * Makes outbound guidance calls to member owners. * Researches and resolves members’ account issues and maintains integrity, discretion and confidentiality when handling difficult situations concerning members’ accounts. * Adheres to all Credit Union and security policies and procedures and assists Branch Manager to ensure that staff members apply appropriate skill in controlling loan and fraud losses. * Assists Management to ensure that all Branch cash audits are carried out in an efficient, timely, consistent and accurate fashion. * Assists Branch Manager to ensure that staff members appropriately control and minimize loan and fraud losses. Verifies that all staff are meeting Credit Union Balancing Standards. * Ensures that team members adhere to all Credit Union and security policies and procedures, and communicates operational procedure changes. * Schedules operations to assure that sufficient staff coverage is available during service hours. Assigns projects to team members and confirms that tasks are completed. * Balances and audits ATM, Vault, Cash Dispensing Machine(s) and Transaction Currency Recycler(s) according to Credit Union policy and ensures the daily processing and management of the Night Depository. Keeps Member Financial Center below maximum cash limits and ensures maximum cash drawer limits are not exceeded. Manages the inventory of Official Check stock, Express Loan Checks and Starter Check stock. * Responds to security and audit findings and monitors operations to ensure compliance. Other Duties and Responsibilities * Assists with other tasks and projects as assigned. * Represents the Credit Union by participating in Credit Union sponsored events and networking functions. Knowledge, Skills, and Abilities * Must be flexible to assist members with various needs in different capacities throughout the day * Must have strong understanding of standard concepts, practices, procedures, regulations and compliance within the financial services environment * Must have superior interpersonal and coaching skills; ability to get along with diverse personalities; tactful, mature, flexible, compassionate * Must have excellent communication skills in English, both verbal and written * Must have good arithmetic skills * Must have basic personal computer skills * Must have knowledge of advanced products and services * Must be proficient in-service recovery concepts as a vehicle to enhance member satisfaction * Must understand basic concepts and principles of credit underwriting * Must have Notary appointment, or attain Notary status within 3 months of hire * Must be trained in Branch Lending * Must have ability to understand all business processes within the credit union * Must be detail oriented and well organized * Must be able to work in a general office environment * Must be flexible and able to shift resources and priorities as needed * Must be able to resolve member’s complaints and coach others * Must have ability to work well under pressure in a goal-oriented environment * Should possess a strong commitment to providing excellent service to Truliant’s members Physical Requirements * Frequent standing, walking, and bending required * Must be able to sit at a desk for moderate periods of time and use a computer * Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds Education and Background * High School Diploma or equivalent required * Strong interpersonal skills required * College Degree preferred * A minimum of 5+ years related experience in the retail industry or financial services required * Previous sales experience required * Previous lending experience required * Previous leadership experience preferred 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: • No-cost employee Medical, dental, vision coverage, • Prescription benefits (including mail order), • Paid holidays and Paid Time Off (PTO), • 401(k) plan with contribution matching, • Paid community involvement volunteers hours, • Paid group life Insurance, • Teammate loan discounts, • Tuition reimbursement, • Short and long-term disability, • Health & Wellness program, • Teledoc (physician video conferencing), • Onsite fitness facilities or health club reimbursement, • Employee Assistance Program (EAP), • Medical flexible spending account, • Dependent care flexible spending account

Job DescriptionAt IntraFi, we do more than innovate—we empower. Our services help banks provide vital financial access to small businesses, companies, and consumers across the country. With a network of more than 3,000 financial institutions, we help support the institutions that drive our economy, enabling them to fund affordable housing, family farms, and businesses of all sizes. The ability to lend locally strengthens our financial system, and our team plays a direct role in making that possible. It is this greater purpose that brings people to IntraFi and keeps them here. As the nation’s largest deposit allocation service provider and the inventor of reciprocal deposits, IntraFi has spent over two decades creating dynamic solutions that help financial institutions grow, manage liquidity, and serve their communities. Our impact extends across institutions of all sizes—from community banks to large financial organizations—which enables us to achieve aggressive business growth objectives while helping strengthen the broader financial system. Consistently recognized by American Banker, Washington Post, and Fortune as one of the best places to work, we offer a collaborative, flexible environment where innovation thrives. Join us and be part of a team making a meaningful impact on the industry, on financial institutions, and on the future of financial services.Your Role • Leveraging your experience and results-oriented mindset, you will be a key member of our National Accounts Team responsible for managing and expanding IntraFi’s relationships across the largest banks in the country. Specifically, you will focus on developing and maintaining relationships within our bank channel that will drive revenue growth and expand opportunities. You will play a pivotal role in promoting our market presence and achieving ambitious sales targets.Your Responsibilities, • Cultivating and maintaining strong, synergistic client relationships by understanding client needs and challenges and providing solutions that leverage and grow the value of IntraFi’s services., • Identifying and energetically pursuing new market opportunities, target segments, and potential clients to expand market penetration., • Collaborating with our product and service teams to tailor the use of IntraFi’s product suite for specific client objectives and needs., • Working closely with cross-functional teams to ensure seamless execution of sales initiatives., • Staying abreast of industry trends, competitor activities, and emerging technologies to ensure IntraFi remains nimble and responsive to client demands and market opportunities., • Leveraging market insights to refine sales strategies and stay ahead of the curve., • Monitoring sales performance metrics, including conversion rates and pipeline growth, to meet established performance goals., • Sharing regular updates with senior management on sales progress and market trends.Required Experience, Skills, and Qualifications, • Experience with, or enthusiasm for learning, artificial intelligence (AI) tools to optimize workflows, problem-solving, and productivity., • 10+ years of relevant work experience, including proven experience as a successful sales leader, preferably in financial services, • Experience selling solutions to commercial and institutional organizations within large banks, • An in-depth understanding of bank balance sheets, • Aptitude and curiosity to quickly learn new products and services; a self-starter mindset, • Strong analytical skills and data-driven decision-making abilities, • Excellent interpersonal and communication skills, • Ability to thrive in a fast paced, dynamic, and collaborative environment, • History of meeting and/or exceeding sales goals, • Willingness to travel extensively IntraFi LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, color, national origin, sex, religion, age, veteran status, disability, or sexual orientation in employment of the provision of services. IntraFi’s job application process may include online videoconference interviews, in-person interviews, presentations, and computer-based assessments. If you require reasonable accommodation to complete any part of the application process, please contact .

Job Description FBC is hiring seasoned Mortgage Loan Originators in our Charlotte, NC branch! Job Requirements: Successful Mortgage Loan Originators will proactively identify, develop and maintain a quality network of business relationships that will serve as a source of referrals for new mortgage lending opportunities. The external relationships fostered may consist of realtors, builders, professional and personal contacts. Successful Loan Originators participate in business related development opportunities, community efforts to promote home ownership and professional organizations. The Loan Originator is responsible for interviewing new and existing customers to determine their financial needs and advising those customers of appropriate products, terms, and pricing. The Loan Originator will navigate the borrower through the process and help to gather required information through clear and timely communication. The Loan Originator is the first line of defense for the company and its investors, he or she is responsible for the submission of clear accurate loan documentation and maintaining industry compliance regulations. The Loan Originator must ensure appropriate procedures are followed while meeting sales goals and objectives. • 3+ years of retail residential mortgage origination experience, • Documented residential mortgage loans closed volume in the past 12 months of $750,000 – $1 million per month in production, • Established relationships with local referral networks, • Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences, • Proficient in product guidelines for Conventional, FHA, and VA loans, • Strong PC skills and experience utilizing laptop technology, • Must meet and comply with all requirements for Mortgage Loan Originators set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and maintain active NMLS licensure What We Offer: • Opportunity to become a part of a reputable Mortgage Lender that has built a proven template for success in the Residential Lending Industry, • Confidence in our internal operations staff to be able sell and deliver on service level commitments to your clients and referral partners, • Local Underwriting, Processing, Closing, and Sales Support, • Ability to grow client and referral partner base, • Access to the Underwriters when needed, • Portfolio Lending and Construction Lending with the ability to broker out if needed, • Support to build long term client and referral partners relationships, • Competitive and flexible compensation plans to fit multiple business models, • FNMA Direct Seller/Servicer, • Extensive Loan Product Options to offer your clients, • Industry Leading Technology with Paperless Workflow Systems, • Marketing Department to support you through customized campaigns directed at your specific target markets., • Ability to earn “Marketing Credits” based on loan volume to pay for your marketing efforts FBC Mortgage, LLC is a National Mortgage Lender headquartered in Orlando, Florida. FBC Mortgage focuses on providing its customers and business partners with industry best services. “At FBC our vision is simple, to become a Top 10 Mortgage Banker by focusing on providing extraordinary customer service, a great work environment, and a team atmosphere. We will implement best in industry systems, produce high quality loans and always be mindful doing it better than the competition. FBC Mortgage is an Equal Employment Opportunity/Affirmative Action Employer and maintains a Drug-Free Workplace

Job Description Ground Zero (Six Figure) Entry Level Earning Opportunity in Real Estate Finance in Charlotte (NC), Dallas (TX), and Orange (CA) Orion Lending, a leader in the business–to–business residential real estate finance industry is excited to announce an outof- this-world, comprehensive entry-level career program, with paid training, that can LAUNCH you onto a six-figure income trajectory by your second year! Our mission is to provide financing for the American dream of homeownership, and we want YOU to be a part of that journey! Are you DRIVEN? Are you COACHABLE? Do you have a GREAT ATTITUDE? If your answers are yes, WE WANT TO TALK TO YOU! We are looking for motivated, college-educated individuals, with little-to-no work experience, that are hungry to learn from the best in the industry. Many of us were fortunate to stumble into this business by accident, but we’re not leaving YOUR career up to chance. We are actively seeking the best and brightest STARS from local area colleges and universities, to replicate the tremendous success we’ve DISCOVERED, and our unique out-of-this-world, comprehensive career training program is designed to help you achieve exactly that! Orion Lending is light years ahead of its competition and has been consistently recognized as a Top Workplace from 2017 – 2022. This full-time position offers an ongoing base salary plus commission beginning on day 1, PLUS a competitive benefits package that includes medical, dental, vision, 401(k) with matching contributions, opportunity for annual bonuses and the Orion Perks: Engagement and Recognition Program. All recent and soon-to-be graduates are welcome to apply. To learn more about this astronomical opportunity, please visit: Ready to put your career into hyper speed? If you are ready to join the best team in the galaxy, please submit inquiries and/or resumes to Alex Falas at . Company DescriptionOrion Lending is a Nationwide Mortgage Banker founded by proven industry leaders who bring a legacy of success and ambition to the Mortgage Banking industry. ️‍ Orion Lending was named after the Orion constellation which is located on the celestial equator and prominently visible throughout the world. This constellation is named after a huntsman in Greek mythology whom Zeus placed among the stars as the constellation of Orion. At Orion Lending we combine innovative technology, a wide array of products and competitive pricing to assist our network of brokers in growing and developing their referral business and clientele.Orion Lending is a Nationwide Mortgage Banker founded by proven industry leaders who bring a legacy of success and ambition to the Mortgage Banking industry.\r\n️‍\r\nOrion Lending was named after the Orion constellation which is located on the celestial equator and prominently visible throughout the world. This constellation is named after a huntsman in Greek mythology whom Zeus placed among the stars as the constellation of Orion.\r\n\r\nAt Orion Lending we combine innovative technology, a wide array of products and competitive pricing to assist our network of brokers in growing and developing their referral business and clientele.

Job Description Ground Zero (Six Figure) Entry Level Earning Opportunity in Real Estate Finance in Charlotte (NC), Dallas (TX), and Orange (CA) Orion Lending, a leader in the business–to–business residential real estate finance industry is excited to announce an outof- this-world, comprehensive entry-level career program, with paid training, that can LAUNCH you onto a six-figure income trajectory by your second year! Our mission is to provide financing for the American dream of homeownership, and we want YOU to be a part of that journey! Are you DRIVEN? Are you COACHABLE? Do you have a GREAT ATTITUDE? If your answers are yes, WE WANT TO TALK TO YOU! We are looking for motivated, college-educated individuals, with little-to-no work experience, that are hungry to learn from the best in the industry. Many of us were fortunate to stumble into this business by accident, but we’re not leaving YOUR career up to chance. We are actively seeking the best and brightest STARS from local area colleges and universities, to replicate the tremendous success we’ve DISCOVERED, and our unique out-of-this-world, comprehensive career training program is designed to help you achieve exactly that! Orion Lending is light years ahead of its competition and has been consistently recognized as a Top Workplace from 2017 – 2022. This full-time position offers an ongoing base pay plus commission beginning on day 1, PLUS a competitive benefits package that includes medical, dental, vision, 401(k) with annual discretionary contributions, opportunity for annual bonuses and the Orion Perks: Engagement and Recognition Program. All recent and soon-to-be graduates are welcome to apply. To learn more about this astronomical opportunity, please visit: Company DescriptionOrion Lending is a Nationwide Mortgage Banker founded by proven industry leaders who bring a legacy of success and ambition to the Mortgage Banking industry. ️‍ Orion Lending was named after the Orion constellation which is located on the celestial equator and prominently visible throughout the world. This constellation is named after a huntsman in Greek mythology whom Zeus placed among the stars as the constellation of Orion. At Orion Lending we combine innovative technology, a wide array of products and competitive pricing to assist our network of brokers in growing and developing their referral business and clientele.Orion Lending is a Nationwide Mortgage Banker founded by proven industry leaders who bring a legacy of success and ambition to the Mortgage Banking industry.\r\n️‍\r\nOrion Lending was named after the Orion constellation which is located on the celestial equator and prominently visible throughout the world. This constellation is named after a huntsman in Greek mythology whom Zeus placed among the stars as the constellation of Orion.\r\n\r\nAt Orion Lending we combine innovative technology, a wide array of products and competitive pricing to assist our network of brokers in growing and developing their referral business and clientele.

Job DescriptionCommercial Loan Officer – Experienced Lender Compensation: $100,000 – $150,000 (Base Salary + Incentive) Employment Type: Full-Time About the Bank We are a community-focused bank dedicated to supporting local businesses through strong relationships and local decision-making. As we continue to grow our commercial portfolio, we are seeking an Experienced Commercial Loan Officer to join our team. Position Overview The Commercial Loan Officer will originate, underwrite, and manage commercial credit relationships across C&I, CRE, and small business sectors. This role is best suited for a proven lender who excels in relationship management, credit analysis, and business development. Key Responsibilities Develop and maintain strong commercial banking relationships. Underwrite and analyze financial statements, cash flow, collateral, and tax returns. Manage a high-quality loan portfolio while ensuring sound credit and risk practices. Structure and present loan requests to credit officers or loan committee. Collaborate with internal teams to ensure timely and accurate loan processing. Proactively identify opportunities for portfolio growth and cross-selling additional services. Represent the bank at community and business events. Qualifications More than 4 years of experience as a Commercial Loan Officer, Business Banker, or Commercial Lender. Strong commercial credit analysis and loan structuring skills. Demonstrated track record of business development and portfolio growth. Excellent relationship-building and communication abilities. Bachelor’s degree in Business, Finance, Accounting, or related field preferred. Compensation & Benefits $100,000 – $150,000 annual earnings potential (base salary + incentives) Comprehensive benefits package (health, dental, 401k, PTO, etc.) Supportive leadership with true local decision-making Career growth opportunities within the bank How to Apply Please send your resume to with the subject line: Experienced Loan Officer Application. All inquiries are fully confidential.