Personal Banker - Licensed Banker Preferred - South Tampa

GTE Financial

South Tampa, USA
Full-time, monday – friday (9:00 am to 5:00 pm)
Customer-focused individual
Financial assessment
Sales and relationship-building skills
GTE Financial is seeking a Member Relationship Officer in South Tampa, focusing on customer service, financial assessments, and sales to enhance member relationships. The ideal candidate should possess strong negotiation and relationship-building skills, with previous experience in the financial industry preferred

Job Summary

  • 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.
  • Effective negotiation, sales, and relationship-building skills are a must, with proven success prospecting, building a pipeline, and closing on sales opportunities.
  • The role involves adhering to audit/compliance procedures while maintaining the highest level of service and identifying potential fraudulent activity.

Matching Summary

Match Score: 85

GTE Financial is seeking a Member Relationship Officer in South Tampa, focusing on customer service, financial assessments, and sales to enhance member relationships. The ideal candidate should possess strong negotiation and relationship-building skills, with previous experience in the financial industry preferred.

Skills & Requirements

Must-have

  • customer-focused individual
  • financial assessment
  • sales and relationship-building skills
  • originate new members
  • teamwork environment
  • member financial transactions

Nice-to-have

  • proactive team environment
  • continuous education desire
  • award-winning team

Key Requirements

  • High school diploma or equivalent
  • 1-2 years financial industry experience
  • Licensed 2.15 preferred
  • NMLS registration according to Safe Act

Work Rights

Not specified

Tailored Resume

Cover Letter