Top 15 Personal banking representative Jobs in Winston Salem, Nc

Contact Center Representative
Truliant Federal Credit Union —Winston-Salem, NC
- Full-time
- Computer literacy
- English
- Research
- Wellness program
- Paid holidays
Personal Banker I
First Bank —Winston-Salem, NC
- Full-time
- Word processing
- Computer literacy
- Office
Sales & Service Representative (Teller)
First Citizens Bank —Clemmons, NC
- Full-time
- Office
- High school diploma or GED
- Communication skills
Banking Center Operations Coordinator
First Horizon Bank —Clemmons, NC
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Wellness program
- Health savings account
Quick Apply
5d
Bilingual Contact Center Representative
Truliant Federal Credit Union —Winston-Salem, NC
- Full-time
- Spanish
- Computer literacy
- English
- Wellness program
- Paid holidays
Private Banker
TowneBank —Winston-Salem, NC
- Microsoft Excel
- Microsoft Outlook
- Office
Senior Sales & Service Representative (Universal Banker)
First Citizens Bank —Kernersville, NC
- Full-time
- Mid-level
- Office
- High school diploma or GED
Senior Float Sales & Service Representative (Float Universal Banker)
First Citizens Bank —Clemmons, NC
- Full-time
- Mid-level
- Office
- High school diploma or GED
Senior Wealth Strategist
Truist Bank —Winston-Salem, NC
- Full-time
- CPA
- Public speaking
- 11+ years
- AD&D insurance
- Paid holidays
Universal Banker- South Elm Street
Truist Bank —Greensboro, NC
- Extended hours
- Computer literacy
- English
- Office
- AD&D insurance
- Paid holidays
9d
Wealth Investment Support Specialist II (Greensboro, NC.)
Truist Bank —Greensboro, NC
- Full-time
- English
- Mid-level
- Office
- AD&D insurance
- Paid holidays
Branch Leader - Clemmons
Truist Bank —Clemmons, NC
- Full-time
- Background check
- English
- Mid-level
- AD&D insurance
- Paid holidays
9d

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Contact Center Representative

Truliant Federal Credit Union -
Winston-Salem, NC

Apply Now

Job Details

Full-time

Benefits

Wellness program
Paid holidays
Disability insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Life insurance

Qualifications

Live chat
Authentication
Identity fraud investigation
Email customer support
Texting/chatbox tools
Phone communication
Account troubleshooting
Client inquiry handling
Promoting bank products
English
Research
High school diploma or GED
Computer skills
Fraud prevention and detection
Handling account queries
Promoting bank services
Consultative selling
Client interaction via phone calls

Full Job Description

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.

Why this role matters

At Truliant Federal Credit Union, every member interaction is a chance to make financial life a little easier, clearer, and more personal. As a Contact Center Representative, you’ll be one of the first voices members turn to when they have questions, need support, or want guidance on the products and services that can help them move forward.

This is a great opportunity for someone who enjoys helping people, solving problems in real time, and creating a positive experience across calls, texts, chats, and emails.

What you’ll do

In this role, you’ll support Truliant member-owners by responding to inquiries, researching account questions, and connecting members with straightforward financial solutions. You’ll balance accuracy, service, and follow-through while working closely with teammates and internal partners to resolve needs quickly and professionally.

Day to day, you’ll:

Respond to member inquiries across phone, text, chat, and email while delivering service that reflects Truliant’s mission of putting members first.

Identify member needs through a consultative service approach and share relevant products or services that may support their financial goals.

Research and resolve account questions, verify member identity, document interactions accurately, and escalate to internal support when needed.

You’ll also contribute to a team environment by staying engaged in coaching, sharing helpful insights, and preparing for continued growth within the Contact Center.

What you bring

We’re looking for someone who is dependable, service-minded, and comfortable balancing friendly support with accuracy and attention to detail. You’ll do well in this role if you can communicate clearly, stay organized, and remain professional when members need timely help.

This role is a great fit if you have:

Required Skills

Ability to respond professionally to member inquiries across calls, texts, chats, and emails.

Strong verbal and written communication skills in English, including clear explanations and active listening.

Ability to verify member identity, follow established policies and procedures, and recognize potential fraud concerns.

Basic personal computer skills with the ability to navigate tools, document interactions, and complete account research accurately.

Good arithmetic skills and attention to detail when handling account-related questions or financial information.

Ability to manage shifting priorities, complete assignments with minimal supervision, and maintain professionalism in a fast-paced contact center environment.

Ability to use a consultative service approach to identify member needs and recommend appropriate Truliant products or services.

Education/Certifications

High school diploma or equivalent required.

You should also be comfortable working in a structured environment where accuracy, compliance, confidentiality, and excellent member service matter throughout the day.

What sets you apart

You don’t need to check every box, but here’s what will help you thrive in this role:

Previous contact center experience.

Previous experience in the financial industry, credit union, or banking environment.

Familiarity with helping members or customers through multiple service channels, such as phone, chat, text, or email.

What you’ll get

We believe in supporting our team members both professionally and personally.

In this role, you can expect:

A chance to make a direct impact on Truliant member-owners by helping them resolve questions and feel confident in their financial decisions.

Hands-on experience in financial services, member support, account research, fraud awareness, and consultative services.

Coaching and development that can help you build toward higher levels of responsibility within the Contact Center.

A collaborative team environment where professionalism, follow-through, and member-first service are valued every day.

The opportunity to grow your knowledge of Truliant’s products, services, and mission while supporting members in meaningful moments.

Ready to Apply?

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

Apply Now

Refine Your Search

personal banking representative jobs in winston salem, nc

Contact Center Representative

Personal Banker I

Sales & Service Representative (Teller)

Banking Center Operations Coordinator

Bilingual Contact Center Representative

Private Banker

Senior Sales & Service Representative (Universal Banker)

Senior Float Sales & Service Representative (Float Universal Banker)

Senior Wealth Strategist

Universal Banker- South Elm Street

Wealth Investment Support Specialist II (Greensboro, NC.)

Branch Leader - Clemmons

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