Member Relationship & Lending Advisor

GTE Financial; Land O' Lakes (FL); On-site; USD 42,000 - 65,000; Full time

Job summary

GTE Financial in Florida is seeking a Member Relationship Officer to deliver a superior member experience by assessing needs and recommending suitable products and services.

You will generate referrals, cultivate new and existing relationships, and support credit union growth through personal, friendly service. Strong communication, sales, and compliance awareness are expected in a fast-paced team environment.

Qualifications

• High school diploma or equivalent from an accredited institution.
• Some college coursework preferred.
• 1-2 years in financial services or related field.
• Bilingual in English and Spanish preferred.

Responsibilities

• Greet members and assess financial needs to guide solutions.
• Educate members on products and services to achieve goals.
• Process and close consumer loan applications with accuracy.
• Build and maintain member relationships to generate referrals.

Skills

Sales

Relationship-building

Bilingual English/Spanish

Education

High school diploma or equivalent

Some college

Job description

GTE Financial in Florida is seeking a Member Relationship Officer to deliver a superior member experience by assessing needs and recommending suitable products and services.

You will generate referrals, cultivate new and existing relationships, and support credit union growth through personal, friendly service. Strong communication, sales, and compliance awareness are expected in a fast-paced team environment.