Client Relationship Specialist

1 week ago

Tampa, Florida, United States GTE Financial Full time
Join the GTE Financial Team

We are seeking a dedicated and customer-oriented professional to become a part of our organization. The Member Relationship Officer will play a crucial role in ensuring that our members' financial needs are met through comprehensive assessments and tailored recommendations of our products and services, aimed at achieving both immediate and long-term financial objectives. This position involves generating leads, fostering new relationships, and nurturing existing member connections while delivering an exceptional member experience.

Key Attributes of a Successful Member Relationship Officer:

Sales and Business Development:
  • Strong negotiation, sales, and relationship management skills are essential.
  • Demonstrated success in prospecting, developing a sales pipeline, and closing deals.
  • Identify, recommend, and promote suitable GTE Financial products and services to cultivate engaged financial relationships.
  • Attract new members through various channels to support the credit union's growth.
  • Collaborate within a team environment to create effective retention strategies for both new and existing members.
  • Generate referrals for credit union services such as:
    • Investments
    • Insurance
    • Business Solutions
    • Mortgages
Experience Requirements:
  • Proven negotiation, sales, and relationship-building capabilities are critical.
  • Track record of successfully prospecting and managing sales opportunities.
  • Professional demeanor to foster a collaborative team atmosphere.
Operational Responsibilities:
  • Manage the sales floor by welcoming members, directing them appropriately, and ensuring their needs are addressed.
  • Collect information, analyze data, and educate members on relevant products/services for effective resolutions.
  • Exhibit sound judgment in evaluating loan applications through detailed review and underwriting.
  • Comply with audit and regulatory procedures while maintaining high service standards for our members.
  • Identify potential risks for credit union losses through vigilant observation of transactions.
  • Collaborate with Community Development Officers to strengthen community relationships and partnerships.
  • Facilitate member financial transactions, including originating, processing, and closing consumer loan products.
  • Assist with mortgages by identifying suitable products, initiating processes, and coordinating with internal partners and members for a seamless experience.
  • Adhere to credit union policies and compliance regulations, ensuring security standards are met.
  • Complete required training related to sales and service responsibilities for staff.
  • Demonstrate a commitment to continuous education for personal and professional growth to better serve our members.
  • Participate in assigned meetings, conference calls, and events.
  • Possess knowledge of the Bank Secrecy Act and other relevant federal regulations.
  • Meet qualifications for NMLS registration as per the Safe Act.
Position Overview:
  • Location: Community Financial Center
  • Hours: Monday - Friday (9:00 am to 6:00 pm)
This is a full-time position, with additional hours as necessary to achieve objectives and goals.

Essential Qualifications:
  • High school diploma or equivalent from an accredited institution; some college coursework preferred.
  • 1-2 years of experience in the financial sector or a related field, or a combination of education and experience.
  • Bilingual candidates (English/Spanish) are preferred.
Become a part of our award-winning team.

GTE Financial is an Equal Opportunity Employer.

Note: The above statements outline the general nature and level of work performed and are not an exhaustive list of all responsibilities. GTE reserves the right to modify job duties as necessary.

  • Client Relationship Specialist II

    2 weeks ago

    Tampa, Florida, United States PNC Financial Services Group Full time

    Job OverviewPosition SummaryAt PNC Financial Services Group, our workforce is our most significant asset and competitive edge in the markets we operate. We are committed to providing an exceptional experience for our clients. Our daily efforts are focused on nurturing an inclusive workplace culture where every employee feels valued, respected, and empowered...

  • Client Relationship Manager

    2 weeks ago

    Tampa, Florida, United States DivvyCloud Full time

    Client Success SpecialistAs a Client Success Specialist at DivvyCloud, you will serve as a trusted consultant for our clients, leveraging your cybersecurity expertise and knowledge of DivvyCloud's products and services to ensure that clients derive maximum value from their investment.About the TeamThe Client Success team is dedicated to ensuring overall...

  • Relationship Development Specialist

    7 days ago

    Tampa, Florida, United States Fidelity Investments Full time

    Job OverviewFidelity Investments is seeking a skilled Relationship Development Specialist to facilitate relationships with our most valuable and lucrative clients. As a key member of our team, you will inspire client dedication and engagement, developing long-term positive relationships with Fidelity.Key ResponsibilitiesManage a book of business and...

  • Investment Counsellor

    7 days ago

    Tampa, Florida, United States Fisher Investments Full time

    About the RoleFisher Investments is seeking a highly skilled Canadian Investment Counsellor to join our team in the United States. As a key member of our client service team, you will be responsible for building and maintaining strong relationships with our Canadian clients, providing them with exceptional investment advice and guidance.Key...

  • Client Relationship Manager

    2 weeks ago

    Tampa, Florida, United States ZK Technology LLC Full time

    Benefits:Company gatheringsProfit-sharing opportunitiesRelocation incentivesProfessional development and trainingZK Technology LLC is in search of a Client Relationship Manager to foster enduring, trustworthy connections with our current clientele. The primary function of this role is to manage a portfolio of designated clients, cultivate new business from...

  • Private Client Group Relationship Manager

    2 days ago

    Tampa, Florida, United States Amerantbank Full time

    About the RoleThe Private Client Group Relationship Manager is a key position at Amerantbank, responsible for developing, managing, and retaining a client book of business with a focus on the domestic professional segment.Key ResponsibilitiesClient Relationship Development: Develop and maintain strong relationships with high-net-worth clients, providing them...

  • Client Relationship Manager

    2 weeks ago

    Tampa, Florida, United States AnyDesk Software Full time

    Overview:The ideal candidate will possess exceptional interpersonal skills and the ability to foster mutually beneficial relationships with all stakeholders.Key Responsibilities:- Manage the overall relationship with designated clients- Ensure the retention and satisfaction of all assigned clients- Assist clients in reaching their objectivesQualifications:-...

  • Client Relationship Manager

    7 days ago

    Tampa, Florida, United States Amerantbank Full time

    About the RoleThe Private Client Group Relationship Manager develops, manages, and retains a client book of business with a focus on the domestic professional segment. This role utilizes market knowledge to:Deliver Exceptional Client Service to strengthen customer loyalty and retention.Maintain a High-Touch Service and professional relationship, applying a...

  • Client Relationship Manager

    2 weeks ago

    Tampa, Florida, United States Mad Mobile Full time

    About Mad Mobile:Mad Mobile is at the forefront of revolutionizing retail and dining experiences. In a fast-paced market where customer expectations are continually evolving, we lead the way in innovation.Our mission is to empower customers to interact and transact with brands effortlessly, whether they are in-store, outside the traditional boundaries, or on...

  • Client Relationship Analyst

    2 weeks ago

    Tampa, Florida, United States Thomas Financial Full time

    Company OverviewThomas Financial is a proud member of M Financial Group, committed to providing exceptional service to high net worth individuals and dynamic growth companies. Our affiliation with M Financial Group allows us to offer unparalleled value through our expertise, innovative solutions, and personalized service tailored to the affluent and...

  • Client Relationship Manager

    1 week ago

    Tampa, Florida, United States Highland Management Group Full time

    We are seeking a highly skilled and experienced professional to join our team at Highland Management Group as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Develop and maintain strong relationships with clients, ensuring their...

  • Client Relationship Executive

    2 weeks ago

    Tampa, Florida, United States Asset Marketing Services, LLC Full time

    Company Overview:Asset Marketing Services, LLC (AMS) stands as a premier direct-to-consumer platform specializing in high-end collectibles and bullion. Our extensive collection includes everything from ancient artifacts to contemporary pieces. Through our concierge service, we ensure that coveted items reach collectors directly. Our collaboration with...

  • Client Relationship Manager

    2 weeks ago

    Tampa, Florida, United States Impact Floors of Texas Full time

    Job Posting OverviewSince our inception, Impact Floors of Texas has been dedicated to providing exceptional service to multifamily properties. With over three decades of experience, we have earned the trust of management companies and property managers through our commitment to outstanding customer service and efficient flooring installations.We invite you...

  • Client Relationship Executive

    2 weeks ago

    Tampa, Florida, United States Applied Innovation Full time

    Applied Innovation is on the lookout for dedicated Client Relationship Executives to join our dynamic team. We are interested in driven professionals with experience in B2B external sales, particularly within the imaging sector, focusing on both software and hardware solutions.Key Responsibilities:Achieve Sales Objectives: Meet and exceed all sales targets...

  • Client Relationship Manager

    7 days ago

    Tampa, Florida, United States Team Select Home Care Full time

    About Team Select Home CareWe are a dynamic and expanding home health care company dedicated to providing exceptional care and services to our patients and their families. Our mission is to take every opportunity to do right by all, and we believe our people and culture are the foundation for our leadership in the healthcare space.Job SummaryWe are seeking a...

  • Senior Client Relationship Manager

    2 weeks ago

    Tampa, Florida, United States McGriff Insurance Services Full time

    Job Title: Senior Client Relationship ManagerKey Responsibilities:Establish and nurture robust relationships with clients and insurance carriers through effective communication channels.Design and execute tailored client service strategies to align with their business objectives and risk management requirements.Oversee a dedicated team responsible for...

  • Senior Client Relationship Manager

    2 weeks ago

    Tampa, Florida, United States McGriff Insurance Services Full time

    Job Title: Senior Client Relationship ManagerKey Responsibilities:Establish and nurture robust relationships with clients and insurance carriers through effective communication strategies.Design and execute tailored client service strategies that align with their business objectives and risk management requirements.Oversee a dedicated team responsible for...

  • Healthcare Client Relationship Manager

    2 weeks ago

    Tampa, Florida, United States Wipro Full time

    Position: Healthcare Account ExecutiveLocation: Tampa, FLNote: This role does not involve Sales and Healthcare Insurance Experience is MandatoryROLE OVERVIEWThe Healthcare Account Executive (AE) plays a pivotal role in ensuring exceptional service delivery and adherence to contractual obligations within Wipro Healthplan Services' (WHPS) Affordable Care Act...

  • Client Relations Specialist

    1 week ago

    Tampa, Florida, United States Laboratory of Florida LLC Full time

    Job OverviewAs a Client Relations Specialist at Laboratory of Florida LLC, you will be essential in maintaining and enhancing client relationships, particularly with assisted living facilities catering to the elderly. This role involves regular visits to approximately 15-20 accounts daily to ensure they are equipped with the necessary collection supplies,...

  • Healthcare Client Relationship Manager

    2 weeks ago

    Tampa, Florida, United States Wipro Full time

    Position: Healthcare Account ExecutiveLocation: Tampa, FLNote: This position does not include Sales; Healthcare Insurance Experience is RequiredROLE OVERVIEWThe Healthcare Account Executive (AE) plays a pivotal role in ensuring exceptional service delivery and adherence to contractual obligations within Wipro Healthplan Services' (WHPS) Affordable Care Act...