Member Relationship Advisor – Financial Growth & Solutions

GTE Financial; United States; On-site; USD 42,000 - 54,000; Full time

Job summary

GTE Financial in the United States is seeking a Member Relationship Officer to deliver thorough financial assessments and recommend appropriate products and services that align with members’ goals. You will generate leads, build new relationships, and provide a positive member experience at our Community Financial Center.

The role emphasizes sales, negotiation, and relationship-building, with responsibilities to educate members on credit products, loans, and services while ensuring accurate

Qualifications

• Proven ability to negotiate, sell and nurture client relationships.
• Experience prospecting and building a sales pipeline.
• Ability to identify member needs and recommend appropriate financial products and services.

Responsibilities

• Greet members on the sales floor and direct them to the right areas.
• Gather information, analyze facts and educate members on suitable products and services.
• Educate members on loans and other products from inquiry to closing; ensure compliant processing.

Skills

Sales skills

Relationship-building

Negotiation

Prospecting

Customer service

Education

High school diploma or equivalent

Job description

GTE Financial in the United States is seeking a Member Relationship Officer to deliver thorough financial assessments and recommend appropriate products and services that align with members’ goals. You will generate leads, build new relationships, and provide a positive member experience at our Community Financial Center.

The role emphasizes sales, negotiation, and relationship-building, with responsibilities to educate members on credit products, loans, and services while ensuring accurate