Chief Retail Officer

Smith and Wilkinson has been retained by $3.9B Truliant Federal Credit Union in Winston Salem, NC, on a search for the Credit Union’s first Chief Retail Banking Officer. Now the 3rd largest Credit Union in North Carolina, Truliant is fueled by a powerful lending program that includes in-house Commercial, Residential and Consumer teams, an Investment Services Program and a Member Contact center that employs over 150 people. Truliant’s “Everyone Under the Sun” philosophy is the driving force behind its commitment to diversity that is evident on both the Board and Senior Management teams. In 2022, Truliant earned approval as a CDFI to assist with its continued commitment to serve underserved communities.


The Chief Retail Banking Officer will assume the direct oversight of Retail Banking, Consumer Lending, Residential Lending, the Member Contact Center and Investment Services. This is an extremely large role that will seek candidate with the ability to manage multiple lending teams in different departments and a network over 30 branches in 3 different states. The ideal candidate will be decisive, have the operational drive to accomplish tasks and have a specialty in project management with the ability to connect these five departments as one fluid team. With over $1.4B in asset growth since 2018, Truliant continues to move at a rapid pace in growth.


For a confidential conversation, Please reach out to Cameron Boyd or Darcy Flaherty.

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