Personal Banker Temple Terrace

6 months ago

Tampa, United States GTE Financial Full time
Come join our GTE Financial team

We are looking for a customer-focused individual to join our team. The Member Relationship Officer will ensure members' needs are achieved by conducting a thorough financial assessment and recommending the most appropriate products and services fulfilling the member's immediate and future financial goals. They will assist in generating leads, building new and maintaining existing member relationships while providing a great member experience.

What does GTE look for in a Member Relationship Officer?

Business Development/Sales:
  • Effective negotiation, sales, and relationship-building skills are a must.
  • Proven success prospecting, building a pipeline, and closing on sales opportunities.
  • Identify, recommend, and sell appropriate GTE Financial products and services to create fully engaged financial relationships.
  • Originate new members through various sources to ensure continued growth for the credit union.
  • Work within a teamwork environment to develop a retention strategy for new and existing members.
  • Generate referrals for credit union services:
    • Investment
    • Insurance
    • Business Services
    • Mortgages
Experience:
  • Effective negotiation, sales, and relationship-building skills are a must.
  • Proven success prospecting, building a pipeline, and moving sales opportunities.
  • Professional demeanor with co-workers to build a proactive team environment.
Operational:
  • Salesfloor management, by greeting members, directing them to the appropriate areas and ensuring that the member's needs are met.
  • Gather information, analyze facts and educate members on appropriate products/services to provide one-point resolution.
  • Demonstrate sound judgment when deciding on loan applications by reviewing and underwriting in a clear and detailed authorization.
  • Adhere to audit/compliance procedures of the Community Financial Center, while maintaining the highest level of service to our members.
  • Identify risk for credit union losses through observations of transactions involving potentially fraudulent activity.
  • Work in union with the respective Community Development Officers to develop and strengthen relationships within the community and with the community partners (Select Employee Groups).
  • Conduct member financial transactions; including Originate, process, and closing any consumer loan products.
  • Mortgages: identifying the right product for the member needs; initializing the process; gathering information for the processors and underwriters; establishing follow-up with internal partners and member(s); providing a good member experience throughout the process.
  • Observe Credit Union guidelines, policies, and procedures to adhere to compliance regulations, and security standards.
  • Ensure the completion of regulatory compliance and training specific to sales and service responsibilities for staff.
  • Exhibit a desire for continuous education to ensure personal growth and achievement to better serve our members.
  • Participate in meetings, conference calls, and events as assigned
  • Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to the U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act
  • Qualify for NMLS registration according to the Safe Act.
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.

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).


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. Furthermore, they do not establish an employment contract and are subject to change at the discretion of the employer.

  • (SLP) Speech Language Pathologist Part Time W/ Guaranteed Hours, Temple Terrace, FL

    4 days ago

    Tampa, United States Sunbelt Staffing Part time

    Job DescriptionJob DescriptionMinimum 1+ years speech therapy experience required.(SLP) Speech Language Pathologist Part Time W/ Guaranteed Hours,Temple Terrace, FLJob Details: -ASAP - May 30th, 2025 -Part-time 16-24 hours a weekResponsibilities:Assess, diagnose, and treat speech, language, and communication disorders.Develop individualized therapy plans and...

  • Sales Associate

    4 months ago

    Tampa, United States Hand and Stone Full time

    Benefits: 401(k) 401(k) matching Competitive salary Dental insurance Employee discounts Flexible schedule Free uniforms Health insurance Opportunity for advancement Paid time off Training & development Vision insurance Do people often refer to you as energetic or outgoing? Are you a driven individual who is motivated by success? Do you have a passion for...

  • Sales Associate

    5 months ago

    Tampa, United States Hand and Stone Full time

    Benefits: 401(k) 401(k) matching Competitive salary Dental insurance Employee discounts Flexible schedule Free uniforms Health insurance Opportunity for advancement Paid time off Training & development Vision insurance Do people often refer to you as energetic or outgoing? Are you a driven individual who is motivated by success? Do you have a passion for...

  • Kitchen Team Member

    1 month ago

    Tampa, Florida, United States PDQ Restaurants Full time

    PDQ Restaurants is seeking a talented Kitchen Team Member to join our team at our Temple Terrace/USF location.About the Role:We are looking for a skilled and enthusiastic individual to work in our fast-paced kitchen environment. As a Kitchen Team Member, you will be responsible for assembling, breading, and grilling food to meet our high standards of quality...

  • Temple Terrace, FL Part-Time School Speech Language Pathologist

    1 week ago

    Tampa, United States Sunbelt Staffing Part time

    Job DescriptionJob DescriptionMinimum 1+ years speech therapy experience required.Are you a Speech Language Pathologist (SLP-CCC/CF) on the job search located near Temple Terrace, FL? If so, a school district in the area is looking for a part-time SLP for the2024-2025 school year. This is a contract position with benefits, guaranteed hours and...

  • Personal Banker

    1 week ago

    Tampa, United States Fifth Third Bank Full time

    Make banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and...

  • Personal Banker

    6 days ago

    Tampa, United States Fifth Third Bank Full time

    Make banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and...

  • Personal Banker

    20 hours ago

    Tampa, United States TAMPA BAY FEDERAL CREDIT UNION. Full time

    Job DescriptionJob DescriptionAs a Personal Banker, you play a pivotal role in delivering superior member service and helping members achieve their financial goals. You will be responsible for building and maintaining relationships with members, understanding their financial goals, and recommending appropriate credit union products and services.Personal...

  • Bilingual (English/Spanish) Personal Banker

    4 weeks ago

    Tampa, United States TAMPA BAY FEDERAL CREDIT UNION. Full time

    Job DescriptionJob DescriptionAs a Bilingual Personal Banker, you play a pivotal role in delivering superior member service and helping members achieve their financial goals. You will be responsible for building and maintaining relationships with members, understanding their financial goals, and recommending appropriate credit union products and...

  • Psychiatric Mental Health Nurse Practitioner

    4 weeks ago

    Tampa, United States Addison Kenway. Full time

    Bilingual Psychiatric Mental Health Nurse Practitioner - Adult Outpatient Services Job Opportunity in Temple Terrace, FL Job#16544779 Join a dedicated team in Temple Terrace, eastern Florida, delivering exceptional mental health care. In this full-time role, you'll prescribe psychotropic medications and develop treatment plans while conducting...

  • Psychiatric Mental Health Nurse Practitioner

    2 months ago

    Tampa, United States Addison Kenway. Full time

    Bilingual Psychiatric Mental Health Nurse Practitioner - Adult Outpatient Services Job Opportunity in Temple Terrace, FL Job#16544779 Join a dedicated team in Temple Terrace, eastern Florida, delivering exceptional mental health care. In this full-time role, you'll prescribe psychotropic medications and develop treatment plans while conducting...

  • PT Custodial Worker

    2 months ago

    Tampa, United States Catholic Charities Dioscese of St. Petersburg Full time

    Custodial Worker, Corpus Christi Catholic School, Temple Terrace; Immediate Opening Corpus Christi Catholic School has immediate openings for part time custodians for after school cleaning. 25 hours per week; Typical hours will be 4:00 pm to 9:00 pm Custodial Worker, School, Worker, Custodial, Property Management

  • Customer Service Associate

    2 months ago

    Tampa, United States Winn-Dixie Full time

    Winn-DixieWinn-Dixie Retail Stores - 8775 TEMPLE TERRACE HWY [Retail Associate / Team Member] As a Customer Service Associate at Winn-Dixie, you'll: Provide continuous attention to customer needs; Greet, assist and thank customers in a prompt, courteous and friendly manner; Stock front end products; Perform cashier associate; Perform pricing duties; Address...

  • CNA/Home Health Aide

    4 months ago

    Tampa, United States Griswold Care Pairing Full time

    We are seeking an experienced & dedicated CNA's & Home Health Aides to join our registry. You will provide personal '1 on 1' care for a variety of clients in the home care setting. Referrals vary between 2-4 hours, 6-8 hours or even 12-24 hour live-in. Coverage area for Hillsborough County includes Brandon, Riverview and Tampa (New Tampa, South Tampa, Town N...

  • CNA/Home Health Aide

    6 months ago

    Tampa, United States Griswold Care Pairing Full time

    We are seeking an experienced & dedicated CNA's & Home Health Aides to join our registry. You will provide personal '1 on 1' care for a variety of clients in the home care setting. Referrals vary between 2-4 hours, 6-8 hours or even 12-24 hour live-in. Coverage area for Hillsborough County includes Brandon, Riverview and Tampa (New Tampa, South Tampa, Town N...

  • Design Engineer

    1 week ago

    tampa, United States Insight Global Full time

    ** This role is fully on site in Temple Terrace, FL and the pay starts at 26/hr**JOB DESCRIPTIONInsight Global is looking for a Distribution Designer in Tampa, FL. This position is onsite five days a week but does have flexible working hours. The responsibilities for this position include designing underground plans for overhead feeders, reviewing...

  • Design Engineer

    1 week ago

    Tampa, United States Insight Global Full time

    ** This role is fully on site in Temple Terrace, FL and the pay starts at 26/hr**JOB DESCRIPTIONInsight Global is looking for a Distribution Designer in Tampa, FL. This position is onsite five days a week but does have flexible working hours. The responsibilities for this position include designing underground plans for overhead feeders, reviewing...

  • Information Security Analyst

    4 weeks ago

    Tampa, United States Manpower Group Inc. Full time

    Our client is seeking an Information Security Analyst to join their team. As an Information Security Analyst, you will be part of the Security Analytics managed support team supporting Tier 1 and Tier 2 Analysts. The ideal candidate will have strong communication skills, problem-solving skills, and expertise in security event analysis, incident handling, and...

  • CNA/HHA for Temple Terrace Area

    2 weeks ago

    Tampa, United States Assisting Hands Full time

    Job DescriptionAssisting Hands Tampa BayWe are looking for good-hearted Caregivers to support our clients in a professional and compassionate manner. Someone who can adapt to our clients individuality's as well as their circumstances such as; injured, disabled or elderly. While appreciating the home care industry that continues to make a difference in our...

  • CNA/HHA for Temple Terrace Area

    2 weeks ago

    Tampa, United States Assisting Hands Full time

    Job DescriptionAssisting Hands Tampa Bay We are looking for good-hearted Caregivers to support our clients in a professional and compassionate manner. Someone who can adapt to our clients individuality's as well as their circumstances such as; injured, disabled or elderly. While appreciating the home care industry that continues to make a difference in our...