GTE Financial
Financial Services
PersonalBanker
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Personal Banker at GTE Financial. Skills: Sales, Relationship building, Financial assessment. Conduct financial assessment. Recommend products and services”
Industry & Context.
Analyze facts
What They're Looking For.
Must Have
1-2 years experience in financial industry, High school diploma or equivalent
Nice to Have
Some college preferred, Bilingual preferred (English/Spanish)
What You'll Do.
Conduct financial assessment
Recommend products and services
Build new member relationships
Maintain existing member relationships
Provide member experience
Prospect for sales opportunities
Close sales opportunities
Identify and sell products
Originate new members
Develop retention strategy
Generate referrals for services
Provide one-point resolution
Review loan applications
Underwrite loan applications
Adhere to audit procedures
Adhere to compliance procedures
Identify risk for losses
Develop relationships with community
Originate consumer loan products
Process consumer loan products
Close consumer loan products
Identify right mortgage product
Gather mortgage information
Establish mortgage follow-up
Observe credit union guidelines
Observe credit union policies
Observe credit union procedures
Adhere to compliance regulations
Adhere to security standards
Complete regulatory compliance training
Complete sales training
Complete service training
Exhibit desire for continuous education
Participate in meetings
Participate in conference calls
Participate in events
How You'll Work.
Team & Collaboration
Teamwork environment; Work with partners
Full 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 credi
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