Financial Services Representative

2 weeks ago

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

We are seeking a dedicated individual with a passion for customer service to become a part of our organization. The Member Relationship Officer will play a crucial role in understanding and addressing our members' financial needs through comprehensive assessments and tailored recommendations for products and services that align with their short-term and long-term financial objectives. This position involves fostering new connections, nurturing existing relationships, and ensuring an exceptional experience for all members.

Key Qualities We Seek in a Member Relationship Officer:

Sales and Business Development:
  • Strong negotiation, sales, and relationship-building abilities are essential.
  • Demonstrated success in prospecting, pipeline development, and closing sales opportunities.
  • 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 to create retention strategies for both new and existing members.
  • Generate referrals for credit union services, including:
    • Investment
    • Insurance
    • Business Services
    • Mortgages
Experience:
  • Strong negotiation, sales, and relationship-building skills are crucial.
  • Proven track record in prospecting, pipeline management, and advancing sales opportunities.
  • Professional demeanor with colleagues to foster a proactive team environment.
Operational Responsibilities:
  • Manage the sales floor by welcoming members, directing them appropriately, and ensuring their needs are met.
  • Collect information, analyze facts, and educate members on suitable products/services for effective resolution.
  • Exhibit sound judgment in evaluating loan applications through thorough review and underwriting.
  • Adhere to audit and compliance protocols while delivering the highest level of service to our members.
  • Identify potential risks for credit union losses through vigilant observation of transactions.
  • Collaborate with Community Development Officers to strengthen relationships within the community and with partner organizations.
  • Conduct member financial transactions, including originating, processing, and closing consumer loan products.
  • Assist with mortgages by identifying suitable products for member needs, initiating processes, and coordinating with internal partners for a seamless experience.
  • Comply with credit union guidelines, policies, and procedures to ensure adherence to regulations and security standards.
  • Ensure completion of regulatory compliance and training specific to sales and service responsibilities.
  • Demonstrate a commitment to continuous education for personal growth and improved member service.
  • Participate in assigned meetings, conference calls, and events.
  • Possess functional knowledge of the Bank Secrecy Act and other relevant federal laws.
  • Meet qualifications for NMLS registration in accordance with the Safe Act.
Position Overview:
  • Location: Community Financial Center
  • Hours: Monday - Friday (9:00 am to 6:00 pm)
This role requires full-time hours, with additional time as needed to meet objectives and complete projects.

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

GTE Financial is an Equal Opportunity Employer.

Note: The above statements describe the general nature and level of work performed and are not an exhaustive list of all responsibilities. GTE reserves the right to revise or change job duties as needed.

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