GTE Financial
Join our GTE Financial team as a
Member Relationship Officer . We’re looking for a customer‑focused individual who will ensure members’ needs are achieved by conducting thorough financial assessments and recommending the most appropriate products and services to help members achieve their immediate and future financial goals.
As a Member Relationship Officer you will generate leads, build and maintain member relationships, and provide a great member experience.
What GTE looks for in a Member Relationship Officer
Effective negotiation, sales, and relationship‑building skills.
Proven success in prospecting, building a pipeline, and closing sales opportunities.
Ability to identify, recommend and sell GTE Financial products and services to create fully engaged financial relationships.
Originating new members through various sources to ensure continued growth for the credit union.
Collaboration within a teamwork environment to develop a retention strategy for new and existing members.
Generating referrals for credit union services: Investment, Insurance, Business Services, Mortgages.
Experience
Effective negotiation and sales skills.
Proven success in prospecting, building a pipeline, and closing sales opportunities.
Professional demeanor and ability to build a proactive team environment.
Operational Responsibilities
Salesfloor management: greet members, direct them appropriately, and ensure needs are met.
Gather information, analyze facts, and educate members on appropriate products/services for one‑point resolution.
Demonstrate sound judgment on loan applications, reviewing and underwriting clearly and thoroughly.
Adhere to audit/compliance procedures while maintaining high service standards.
Identify risks for credit union losses through observation of potentially fraudulent activity.
Collaborate with Community Development Officers to strengthen community relationships.
Conduct member financial transactions, including origination, processing, and closing of any consumer loan products.
For mortgages: identify right products, initiate the process, gather processor and underwriter information, follow up with partners, and ensure a good member experience.
Observe credit union guidelines, policies, and procedures for compliance and security standards.
Ensure completion of regulatory compliance and training for sales and service responsibilities.
Show commitment to continuous education for personal growth and better member service.
Participate in meetings, conference calls, and events as assigned.
Demonstrate functional knowledge of the Bank Secrecy Act and related federal laws.
Qualify for NMLS registration in accordance with the Safe Act.
Required Qualifications
High school diploma or equivalent from an accredited institution. Some college preferred.
1–2 years of previous experience in the financial industry or related field, or a combination of education and experience.
Bilingual preferred (English/Spanish).
Position Details
Location:
Community Financial Center
Hours:
Monday – Friday (9:00 am to 6:00 pm)
Full‑time hours are required, with additional hours as necessary to accomplish objectives, goals, and projects.
Salary: $50.00–$60.00 per hour
Location: Florida, United States
Come and join our award‑winning team! GTE Financial is an Equal Opportunity Employer.
Note: The above statements describe the general nature and level of the work being performed and are not an exhaustive list of all responsibilities of an employee in this job. GTE reserves the right to revise or change job duties at any time as directed by management. They do not establish a contract for employment and are subject to change at the discretion of the employer.
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Member Relationship Officer . We’re looking for a customer‑focused individual who will ensure members’ needs are achieved by conducting thorough financial assessments and recommending the most appropriate products and services to help members achieve their immediate and future financial goals.
As a Member Relationship Officer you will generate leads, build and maintain member relationships, and provide a great member experience.
What GTE looks for in a Member Relationship Officer
Effective negotiation, sales, and relationship‑building skills.
Proven success in prospecting, building a pipeline, and closing sales opportunities.
Ability to identify, recommend and sell GTE Financial products and services to create fully engaged financial relationships.
Originating new members through various sources to ensure continued growth for the credit union.
Collaboration within a teamwork environment to develop a retention strategy for new and existing members.
Generating referrals for credit union services: Investment, Insurance, Business Services, Mortgages.
Experience
Effective negotiation and sales skills.
Proven success in prospecting, building a pipeline, and closing sales opportunities.
Professional demeanor and ability to build a proactive team environment.
Operational Responsibilities
Salesfloor management: greet members, direct them appropriately, and ensure needs are met.
Gather information, analyze facts, and educate members on appropriate products/services for one‑point resolution.
Demonstrate sound judgment on loan applications, reviewing and underwriting clearly and thoroughly.
Adhere to audit/compliance procedures while maintaining high service standards.
Identify risks for credit union losses through observation of potentially fraudulent activity.
Collaborate with Community Development Officers to strengthen community relationships.
Conduct member financial transactions, including origination, processing, and closing of any consumer loan products.
For mortgages: identify right products, initiate the process, gather processor and underwriter information, follow up with partners, and ensure a good member experience.
Observe credit union guidelines, policies, and procedures for compliance and security standards.
Ensure completion of regulatory compliance and training for sales and service responsibilities.
Show commitment to continuous education for personal growth and better member service.
Participate in meetings, conference calls, and events as assigned.
Demonstrate functional knowledge of the Bank Secrecy Act and related federal laws.
Qualify for NMLS registration in accordance with the Safe Act.
Required Qualifications
High school diploma or equivalent from an accredited institution. Some college preferred.
1–2 years of previous experience in the financial industry or related field, or a combination of education and experience.
Bilingual preferred (English/Spanish).
Position Details
Location:
Community Financial Center
Hours:
Monday – Friday (9:00 am to 6:00 pm)
Full‑time hours are required, with additional hours as necessary to accomplish objectives, goals, and projects.
Salary: $50.00–$60.00 per hour
Location: Florida, United States
Come and join our award‑winning team! GTE Financial is an Equal Opportunity Employer.
Note: The above statements describe the general nature and level of the work being performed and are not an exhaustive list of all responsibilities of an employee in this job. GTE reserves the right to revise or change job duties at any time as directed by management. They do not establish a contract for employment and are subject to change at the discretion of the employer.
#J-18808-Ljbffr