Personal Banker - Plant City

GTE Financial

Plant City, US
Financial assessment and product recommendation
Lead generation and relationship building
Sales and negotiation skills
The Member Relationship Officer will ensure members’ needs are achieved by conducting a thorough financial assessment and recommending the most appropriate products and services

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.
  • They will assist in generating leads, building new and maintaining existing member relationships while providing a great member experience.
  • GTE Financial is an Equal Opportunity Employer and is looking for a customer-focused individual to join their award-winning team.

Matching 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.

Skills & Requirements

Must-have

  • Financial assessment and product recommendation
  • Lead generation and relationship building
  • Sales and negotiation skills
  • Salesfloor management and member service
  • Loan application review and underwriting
  • Fraudulent activity observation

Nice-to-have

  • Proactive team environment
  • Continuous education and personal growth
  • Community development and partner relationships

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter