Detail of : Personal Banker (English/Spanish) Required – New Tampa Job Openings in Tampa
Temporarily due to COVID-19 this position is REMOTE/WORK FROM HOME
At , you’ll enjoy much more than a career. You’ll experience something truly unique: a friendly, committed community of employees who are dedicated to your success—and to the advancement of the businesses, neighbors, friends, and outreach partners that give our work meaning. Established as a not-for-profit cooperative and a federal credit union in 1935, we are one of the region’s largest locally owned and operated financial institutions in Tampa Bay.
was named as one of Tampa Bay’s Top Workplaces and Best Places to Work!
Looking for an Opportunity to join in a Member Relationship Officer II role?
is looking for an organized, professional, strategic individual to join our fun working environment as a Member Relationship Officer. The Member Relationship Officer will ensure members’ needs are achieved by conducting a thorough financial assessment and recommending the most appropriate products and services that fulfill the member’s immediate and future financial goals. The Member Relationship Officer will assist in generating leads, build new member relationships and maintain existing ones, and provide a great member experience for guests who visit the community financial centers.
What does GTE look for in a Member Relationship Officer ?
Demonstrate sound judgment when decisions loan applications by reviewing and underwriting in a clear and detailed authorization.
Greet every member and treat them with respect by exceeding their expectations.
Schedule time on the sales floor leading from the lobby, by greeting members, directing them to the appropriate areas of the Community Financial Center and ensuring that the member’s needs are met.
Be respectful and maintain a professional demeanor with co-workers to build a proactive team environment.
Identify, recommend, and sell appropriate products and services to create fully engaged financial relationships in accordance with the business strategy.
Work within a teamwork environment to develop an acquisition strategy for new memberships and retention strategies for existing member accounts.
Conduct member financial transactions; including:
Originate, process, and close any consumer loan products. This would also include the demonstration of sound judgment in loan origination by providing clear and detailed recommendations in accordance with underwriting guidelines while maintaining quality standards.
Mortgages – identifying the right product for the member needs; initialize the process; gather information for the processors and underwriters; establish a consistent follow up with internal partners and member(s); providing a good member experience throughout the process.
New Members – originate new members through various sources to ensure continued growth for the credit union.
Referrals for the other credit union services:
Gather information, analyze facts, and educate members on appropriate products/services to provide a one-point resolution to satisfy their needs.
Identify risk for credit union losses through observations of transactions involving potential fraudulent activity.
Work with internal business partners to promote organizational strategies.
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).
Observe Credit Union guidelines, policies, and procedures in order 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.
Adhere to audit/compliance procedures of the Community Financial Center, while maintaining the highest level of service to our members.
Member Relationship Officer
Met the qualifications of a Member Relationship Officer
Note – Granted access to Encompass
Act as a team leader by supporting and assisting team members in order to provide quality member service always.
Level 2 lending authority. (See Consumer Lending Loan Authority Matrix for details)
Track and report weekly production outcomes on all products, services, and referral categories.
Provide assistance to the Asst. Manager with duties as assigned.
Conduct business development activities and calls to existing and prospective community partners.
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.
Bilingual preferred (English/Spanish).
High School graduate or equivalent. Associates degree preferred.
3 years of previous experience in the financial industry or related field and or a combination of education and experience.
Required for Remote Work :
A quiet workplace so you can focus on delivering excellent service to our members.
Must live in a location that can leverage an existing high-speed internet service.
Minimum upload speed 5 MB/s, preferred upload speed 25 MB/s.
Minimum download speed 25 MB/s, preferred download speed 50 MB/s.
Candidates must provide and meet all technical requirements prior to the first day of training.
Candidates must live within driving distance of the office location and be able to regularly commute to and from the office location as needed.
Location: Community Financial Center
Department Hours: Monday– Friday (8:00 am to 6:00 pm) // Saturday (9:00 am to 1:00 pm)
Full-time hours required, with additional hours as necessary to accomplish objectives, goals, and projects.
GTE was named as one of Tampa’s Top Workplaces!
Come and join our award-winning team.
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
If you match the profile and are interested in this exiting career opportunity, please apply in confidence by filling online application form at :
All application will kept strictly confidential.
Only qualified, short-listed applicants will be invited for furthers process.
If you are not interested in Personal Banker (English/Spanish) Required – New Tampa Tampa November 2020 GTE Financial above, you can try to find your job by read related jobs from another company in Tampa below.
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