GTE Financial

Financial Services

PersonalBanker

$42–58k ~AI est. Riverview, Florida, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Personal Banker at GTE Financial. Skills: Sales, Relationship building, Financial assessment. Conduct financial assessment. Recommend products and services”

Industry & Context.

Financial Services
Problems you'll solve

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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