Talent.com
Personal Banker - Town and Country - Bilingual Spanish Required

Personal Banker - Town and Country - Bilingual Spanish Required

GTE FinancialTampa, FL, United States
2 hours ago
Job type
  • Full-time
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.
  • 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 required (English / Spanish).
  • 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.

    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 a contract for employment and are subject to change at the discretion of the employer.

    Create a job alert for this search

    Personal Banker • Tampa, FL, United States

    Related jobs
    • Promoted
    • New!
    Relationship Banker - Hillsborough and Webb Financial Center - Bilingual Spanish Required

    Relationship Banker - Hillsborough and Webb Financial Center - Bilingual Spanish Required

    Bank of AmericaTampa, FL, US
    Full-time
    Bank Of America Financial Center Representative.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving...Show moreLast updated: 5 hours ago
    • Promoted
    Personal Lines Account Manager

    Personal Lines Account Manager

    Goodwin RecruitingOdessa, FL, US
    Full-time
    Are you an insurance professional who enjoys building relationships and providing top-notch service? We are seeking a.Personal Lines Account Manager. This is a great opportunity to work in a.This ro...Show moreLast updated: 30+ days ago
    • Promoted
    Work From Home - Take Surveys and Earn!

    Work From Home - Take Surveys and Earn!

    Prime InsightsApollo Beach, FL, US
    Remote
    Full-time
    Join thousands of members already earning with top-paying surveys and offers.Get started today and enjoy competitive rewards, fast payouts with no waiting periods, and the flexibility to participat...Show moreLast updated: 5 days ago
    • Promoted
    DoorDash Shopper - Sign Up and Start Earning

    DoorDash Shopper - Sign Up and Start Earning

    DoorDashLithia, FL, United States
    Full-time +1
    Why Become a Shopper with DoorDash?.Turn your shopping skills into extra income.Whether you’re helping someone stock up on groceries or delivering a last-minute convenience order, as a Shoppe...Show moreLast updated: 5 days ago
    • Promoted
    • New!
    Personal Banker - Palm Harbor

    Personal Banker - Palm Harbor

    GTE FinancialPalm Harbor, FL, United States
    Full-time
    Come join our GTE Financial team!.We are looking for a customer-focused individual to join our team.They will assist in generating leads, building new and maintaining existing member relationships ...Show moreLast updated: 2 hours ago
    • Promoted
    DoorDash Shopper - Be Your Own Boss

    DoorDash Shopper - Be Your Own Boss

    DoorDashLithia, FL, United States
    Full-time +1
    Why Become a Shopper with DoorDash?.Turn your shopping skills into extra income.Whether you’re helping someone stock up on groceries or delivering a last-minute convenience order, as a Shoppe...Show moreLast updated: 5 days ago
    • Promoted
    • New!
    Bilingual Spanish - Personal Banker

    Bilingual Spanish - Personal Banker

    PNCBrandon, FL, United States
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show moreLast updated: 6 hours ago
    • Promoted
    Personal Banker

    Personal Banker

    PNCTampa, FL, US
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Personal Banker

    Personal Banker

    Valley BankLargo, FL, United States
    Full-time
    Responsibilities include, but are not limited to : .Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and ...Show moreLast updated: 2 hours ago
    • Promoted
    Personal Banker

    Personal Banker

    Valley National BancorpClearwater Beach, FL, US
    Full-time
    Customer Service Representative.Responsibilities include, but are not limited to : .Responsible for providing exceptional customer service in accordance with Valley's mission statement.Ability to eng...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Clerk

    Financial Clerk

    Speedling Inc.Ruskin, FL, US
    Full-time
    At Speedling we are motivated by our customers' success.We understand the vegetables in our greenhouses are the same veggies at home on our table. We take pride in knowing the flowers we grow will b...Show moreLast updated: 1 day ago
    • Promoted
    Spanish Private Tutoring Jobs Clearwater

    Spanish Private Tutoring Jobs Clearwater

    SuperprofClearwater, FL, US
    Full-time +1
    Superprof is the leading tutoring platform in the USA, connecting passionate individuals with eager learners.We operate in over 41 countries, making education accessible to everyone, everywhere.Sup...Show moreLast updated: 5 days ago
    • Promoted
    • New!
    Relationship Banker - Gunn Highway Financial Center - Bilingual Spanish Required

    Relationship Banker - Gunn Highway Financial Center - Bilingual Spanish Required

    Bank of AmericaTampa, FL, US
    Full-time
    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clien...Show moreLast updated: 19 hours ago
    • Promoted
    Personal Banker Associate I

    Personal Banker Associate I

    Fifth Third BankParrish, FL, United States
    Full-time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Selected candidates are intend...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Personal Banker - South Tampa - Bilingual Spanish preferred

    Personal Banker - South Tampa - Bilingual Spanish preferred

    GTE FinancialTampa, FL, United States
    Full-time
    Come join our GTE Financial team!.We are looking for a customer-focused individual to join our team.They will assist in generating leads, building new and maintaining existing member relationships ...Show moreLast updated: 2 hours ago
    • Promoted
    Personal Banker Combee Road

    Personal Banker Combee Road

    Florida StaffingLakeland, FL, US
    Full-time
    Associate Personal Banker (SAFE).Are you looking for more than just a job? Find it here.At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving ...Show moreLast updated: 3 days ago
    • Promoted
    DoorDash Shopper - Onboarding / Onboard

    DoorDash Shopper - Onboarding / Onboard

    DoorDashLithia, FL, United States
    Full-time +1
    Why Become a Shopper with DoorDash?.Turn your shopping skills into extra income.Whether you’re helping someone stock up on groceries or delivering a last-minute convenience order, as a Shoppe...Show moreLast updated: 5 days ago
    • Promoted
    Take Surveys Get Paid!

    Take Surveys Get Paid!

    Prime InsightsElfers, FL, US
    Full-time
    Join thousands of members already earning with top-paying surveys and offers.Get started today and enjoy competitive rewards, fast payouts with no waiting periods, and the flexibility to participat...Show moreLast updated: 5 days ago