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GTE Financial is seeking a friendly Member Experience Advocate I to handle inbound calls and virtual teller sessions, helping members with checking and savings questions and product referrals. You will gather information, educate members, and provide a one-point resolution with professional, courteous service.
Based in downtown Tampa with remote options, this full‑time role requires knowledge of compliance rules, familiarity with Word/Excel, and a willingness to grow to the next advocate level.
Come join our GTE Financial team! We are looking for an individual who is a problem solver that is customer-focused for a Member Experience Advocate I. The Member Care Team is an empowered group of employees actively engaged in their growth and development, their department, their organization, and their community. The team takes ownership and accountability for creating an environment that drives innovation to deliver a remarkable member experience. Each employee is an owner of this experience and is committed to its success.
Experience: 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.
Operational: 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. Bilingual preferred (English/Spanish).
GTE Financial is an Equal Opportunity Employer.
Our growth is creating opportunities! Our team is expanding, and we want to hire the most talented people we can. Continued success depends on it!
Thanks for your interest in working on our team!
GTE is proud to be recognized as one of America’s Greatest Workplaces for Midsize Companies and a Most Loved Workplace by Newsweek, one of the Best Credit Unions to Work for by American Banker, a top workplace by both the Tampa Bay Business Journal and Tampa Bay Times, and one of the Best Places to Work for Women by Best Companies Group. These honors highlight our award-winning culture, employee experience, and commitment to members.
Join a team that’s bold, impactful, and nationally recognized.