GTE Financial · 3 months ago
Personal Banker - Brandon - Bilingual, Spanish Highly Preferred
Brandon, FL
Full-time
Onsite
Entry Level
1+ years expGTE Financial is seeking a customer-focused individual to join their team as a Member Relationship Officer. This role involves conducting financial assessments, recommending appropriate products and services, and building strong member relationships to enhance their financial goals.
Financial Services
Responsibilities
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
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
Qualification
Required
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
Preferred
Bilingual preferred (English/Spanish)
Company
GTE Financial
GTE Financial is locally owned and operated financial institutions.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Brad Baker
EVP/CFO
Dona Svehla
Sr. Vice President, Chief Lending Officer
Recent News
Seattle TechFlash
2025-09-09
I Love the Burg
2024-05-05
Company data provided by crunchbase