GTE Financial ยท 22 hours ago
Member Experience Advocate
Tampa, FL
Full-time
Hybrid
Entry Level
1+ years expGTE Financial is seeking a Member Experience Advocate I to join their team. This role involves managing member inquiries and providing exceptional customer service while adhering to credit union policies and procedures.
Financial Services
Responsibilities
Manages inbound calls and/or virtual teller sessions
Resolves fundamental member inquiries about checking and savings accounts, transaction research, and balance inquiries
Ability to refer quality loan referrals based on member needs resulting in a higher level of member engagement
Gather information, analyze facts, and educate members on appropriate products/services to provide a one-point resolution
Ready to support members and team by being timely, prepared, and ready to assist members by delivering a great experience with a positive attitude
Ability to effectively present information in one-on-one and small group situations to members and other employees of the organization
Demonstrate proficiency and be knowledgeable about technology with the ability to quickly learn and access products through virtual banking
Adheres and remains updated on all Member Care and credit union procedures and policies
Ability to learn additional tasks through training and/or knowledgebase to advance to Member Experience Advocate II
Commit to achieving individual, team, and organizational goals
Communicate with the leadership team on a consistent basis
Engages in the team, organizational, and community initiatives
Responsible for completing all required training in a timely manner
Maintains current knowledge of all applicable compliance rules and regulations through assigned training
Working knowledge of Word, Excel, and Explorer; 10 key skills
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, and Right to Financial Privacy Act, and the Bank Bribery Act
Qualification
Required
High school diploma or equivalent from an accredited institution
Minimum 1-3 years' experience or combination of education and experience
Previous customer service, banking, and/or call center experience required
Manages inbound calls and/or virtual teller sessions
Resolves fundamental member inquiries about checking and savings accounts, transaction research, and balance inquiries
Ability to refer quality loan referrals based on member needs resulting in a higher level of member engagement
Gather information, analyze facts, and educate members on appropriate products/services to provide a one-point resolution
Ready to support members and team by being timely, prepared, and ready to assist members by delivering a great experience with a positive attitude
Ability to effectively present information in one-on-one and small group situations to members and other employees of the organization
Demonstrate proficiency and be knowledgeable about technology with the ability to quickly learn and access products through virtual banking
Adheres and remains updated on all Member Care and credit union procedures and policies
Ability to learn additional tasks through training and/or knowledgebase to advance to Member Experience Advocate II
Commit to achieving individual, team, and organizational goals
Communicate with the leadership team on a consistent basis
Engages in the team, organizational, and community initiatives
Responsible for completing all required training in a timely manner
Maintains current knowledge of all applicable compliance rules and regulations through assigned training
Working knowledge of Word, Excel, and Explorer; 10 key skills
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, and Right to Financial Privacy Act, and the Bank Bribery Act
A quiet workplace so you can focus on delivering excellent service to our members
Some positions will require performance standards to be met to qualify for alternative work arrangements
Required to have power and high-speed internet over 100MB (minimum)
Video capability (connection of 1.5 Mbps up and down recommended)
Candidates must provide and meet all technical requirements prior to the first day of training
Hybrid candidates must live within driving distance of the office location and be able to regularly commute to and from the office location as needed
Preferred
Bilingual preferred (English/Spanish)
Some college preferred
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