Personal Banker
Company: GTE Financial
Location: Clearwater
Posted on: April 30, 2024
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Job Description:
Additional Job Description 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. Employment Type: Full Time Years
Experience: 1 - 3 years Bonus/Commission: No
Keywords: GTE Financial, Sarasota , Personal Banker, Other , Clearwater, Florida
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