Member Relationship Officer — Grow Banking Relationships

GTE Financial; Clearwater (FL); On-site; USD 42,000 - 64,000; Full time

Job summary

GTE Financial in Clearwater, FL is seeking a Member Relationship Officer dedicated to helping members meet their financial goals. The role focuses on uncovering needs, recommending suitable products, and building lasting relationships.

The position emphasizes sales, referrals, and collaboration with teams to deliver exceptional member experiences. A high school diploma plus 1–2 years in financial services is required; bilingual English/Spanish is preferred.

Qualifications

• High school diploma or equivalent from an accredited institution.
• Some college preferred and related financial experience is a plus.
• Bilingual in English/Spanish preferred.

Responsibilities

• Engage members, assess financial needs, and present suitable products and services.
• Generate referrals and build a pipeline to grow member relationships.
• Greet members on the sales floor and guide them to appropriate stations.
• Ensure compliance with Bank Secrecy Act and related regulations.

Skills

Sales

Negotiation

Relationship building

Education

High school diploma

Some college preferred

Job description

GTE Financial in Clearwater, FL is seeking a Member Relationship Officer dedicated to helping members meet their financial goals. The role focuses on uncovering needs, recommending suitable products, and building lasting relationships.

The position emphasizes sales, referrals, and collaboration with teams to deliver exceptional member experiences. A high school diploma plus 1–2 years in financial services is required; bilingual English/Spanish is preferred.