Total 2 job vacancies by GTE Financial

Come join our GTE Financial team!

We are looking for a leader to ensure an exceptional member and employee experience.  The Assistant Manager is responsible for running the day-to-day operational excellence of the branch, people managing (3 FTE on average), and is always expected to be present at the Community Financial Center for consistent support and guidance. The “Go to person” for the Community Financial Center.

The Assistant Manager will ensure members’ needs are satisfied 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 from the Community Financial Center and building new and maintaining existing member relationships while providing a great member experience.  The Assistant CFC Manager will also generate leads for their internal partners, Mortgage, Business Services, Investments, and Insurance Services. 

The “Assistant Community Financial Center Manager” is the gatherer, in the branch cross-selling walk-in traffic, managing the day-to-day employee activities, and making sure operational excellence is achieved.

What does GTE look for in an Assistant Center Manager?

Leadership:

• Coach and empower the sales team to achieve the highest performance and meet objectives set forth by leadership.
• Coach, train, and manage assigned staff, ensuring adherence to Credit Union and departmental standards. Prepare timely evaluations that accurately measure employee performance and provide direction for future growth and development. Practice Integrity coaching principles.
• Demonstrates and supports key behavior models to drive community financial center success.
• Work in conjunction with the CFC Manager on succession planning to support future advancement and promotions.
• Assists in the recruitment and retention of maintaining a qualified team of sales and service professional employees.
• Monitor and address performance issues on a timely basis.
• Provide leadership support to the center and address employee concerns reasonably and fairly, consistent with the values expected by the credit union.
• Demonstrates and supports key behavior models to drive community financial center success.
• Lead team to support giving back to the local community by helping to create a stronger and healthier place to live and work.
• Strong leadership, business acumen, and strategic agility to be able to plan, lead, and drive change in the organization while meeting or exceeding business objectives.
• Review and analyze sales activity and forecast data to support strategic initiatives to achieve goals and objectives.
• Strong partnership with the Branch Manager ensuring that they are debriefed frequently (daily touch base/morning huddle) on the overall activities and sales & service progress of the branch.

Experience:

• Leads employees to consistently deliver a value-added (The Member Advantage) experience resulting in high member engagement.
• Maintain high member readiness standards as a member of the leadership team; deliver a clean, neat, and accommodating environment
• Effectively use lobby leadership to manage member traffic by integrating the use of virtual channels such as Interactive Teller Machines (ITMs), tablets, smartphones, and ATMs.
• Ensure employees provide quality member service by identifying and recommending GTE Financial products and services that meet member expectations and financial objectives.

Operational:

• Work closely with the Operation Support Managers on adhering to GTE’s Branding “Brandtastic” standards.
• Work in conjunction with the Operations Support Team to focus on quality control and process improvements.
• Must demonstrate a 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).
• Qualify for NMLS registration according to Safe Act.

Required Qualifications:

• Associate degree preferred or a combination of education and experience.
• Min. 3 - 5 years experience in a financial institution or related field with at least 1 year of supervisory experience.
• Knowledge of lending practices regarding the interpretation of credit bureau reports, underwriting criteria, and basic lending philosophy.
• Qualify for or hold Level II lending authority as prescribed by GTE Financial Consumer Lending.

Position Details:

• 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 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.

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.

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.

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 preferred (English/Spanish).

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