Member Experience Advocate I - Remote Banking

GTE Financial; Oregon; Híbrido; USD 36.000 - 48.000; Jornada completa

Descripción de la vacante

GTE Financial is seeking a Member Experience Advocate I to deliver exceptional member care from the Tampa Downtown HQ. You will handle inbound calls and virtual teller sessions, resolve inquiries about accounts, and guide members to appropriate products and services to achieve first-contact resolution.

The role emphasizes timely support, a positive attitude, and the ability to learn new tasks through training, with opportunities to advance to Advocate II after gaining experience and knowledge of

Formación

• High school diploma or equivalent from an accredited institution.
• Some college preferred.
• Minimum 1-3 years' experience or combination of education and experience.
• Previous customer service, banking, and/or call center experience required.

Responsabilidades

• Manage inbound calls and/or virtual teller sessions.
• Resolve fundamental member inquiries about checking and savings accounts, transaction research, and balance inquiries.
• Refer quality loan referrals based on member needs to increase engagement.
• Gather information, analyze facts, and educate members for a one-point resolution.
• Support members and team with timely, prepared assistance and a positive attitude.
• Present information effectively in one-on-one and small group settings to members and employees.
• Demonstrate proficiency with technology and learn to access products through virtual banking.

Conocimientos

Customer service

Communication

Problem solving

Team collaboration

Bilingual (English/Spanish)

Educación

High school diploma

Some college

Herramientas

Microsoft Word

Microsoft Excel

10-key skills

Internet Explorer

Descripción del empleo

GTE Financial is seeking a Member Experience Advocate I to deliver exceptional member care from the Tampa Downtown HQ. You will handle inbound calls and virtual teller sessions, resolve inquiries about accounts, and guide members to appropriate products and services to achieve first-contact resolution.

The role emphasizes timely support, a positive attitude, and the ability to learn new tasks through training, with opportunities to advance to Advocate II after gaining experience and knowledge of