Personal Banker - Clearwater - Bilingual, Spanish Highly Preferred

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

Benefits offered by this job

Competitive pay

Insurance

Retirement plans

Flexible schedules

Tuition assistance

Leadership development

Wellness programs

Community volunteering

Job summary

GTE Financial is seeking a Member Relationship Officer in Florida to assess member financial needs and recommend suitable products and services. The role includes generating leads, building and maintaining member relationships, and delivering a superior member experience.

Key duties include prospecting, closing sales opportunities, and guiding members through loan and mortgage processes while ensuring compliance and a high standard of service.

Qualifications

• High school diploma or equivalent from an accredited institution.
• Some college preferred.
• 1-2 years of previous experience in the financial industry or related field or a combination of education and experience.
• Bilingual preferred (English/Spanish).

Responsibilities

• Conduct thorough financial assessments and recommend appropriate GTE Financial products and services.
• Originate new members and build a pipeline through various sources.
• Provide excellent member experience and one-point resolution for needs.
• Educate members on products and assist with processing related to loans and mortgages.

Skills

Sales

Relationship building

Prospecting

Negotiation

Customer service

Education

High school diploma or equivalent

Job description

The Member Relationship Officer will ensure members’ needs are achieved by conducting a thorough financial assessment and recommending the most appropriate products and services fulfilling the member’s immediate and future financial goals. They will assist in generating leads, building new and maintaining existing member relationships while providing a great member experience.

Responsibilities

Business Development/Sales: Effective negotiation, sales, and relationship-building skills are a must. Proven success prospecting, building a pipeline, and closing on sales opportunities. Identify, recommend, and sell appropriate GTE Financial products and services to create fully engaged financial relationships. Originate new members through various sources to ensure continued growth for the credit union. Work within a teamwork environment to develop a retention strategy for new and existing members. Generate referrals for credit union services: Investment Insurance Business Services Mortgages

Effective negotiation, sales, and relationship-building skills are a must. Proven success prospecting, building a pipeline, and moving sales opportunities. Professional demeanor with co-workers to build a proactive team environment.

Operational: Salesfloor management, by greeting members, directing them to the appropriate areas and ensuring that the member’s needs are met. Gather information, analyze facts and educate members on appropriate products/services to provide one-point resolution. Demonstrate sound judgment when deciding on loan applications by reviewing and underwriting in a clear and detailed authorization. Adhere to audit/compliance procedures of the Community Financial Center, while maintaining the highest level of service to our members. Identify risk for credit union losses through observations of transactions involving potentially fraudulent activity. Work in union with the respective Community Development Officers to develop and strengthen relationships within the community and with the community partners (Select Employee Groups). Conduct member financial transactions; including originate, process, and closing any consumer loan products. Mortgages: identifying the right product for the member needs; initializing the process; gathering information for the processors and underwriters; establishing follow-up with internal partners and member(s); providing a good member experience throughout the process. Observe Credit Union guidelines, policies, and procedures to adhere to compliance regulations, and security standards. Ensure the completion of regulatory compliance and training specific to sales and service responsibilities for staff. Exhibit a desire for continuous education to ensure personal growth and achievement to better serve our members. Participate in meetings, conference calls, and events as assigned. 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, Right to Financial Privacy Act, and the Bank Bribery Act Qualify for NMLS registration according to the Safe Act.

Required Qualifications

High school diploma or equivalent from an accredited institution. Some college preferred. 1-2 years of previous experience in the financial industry or related field or a combination of education and experience. Bilingual preferred (English/Spanish).

Position Details

Location: Community Financial Center

Hours: Monday – Friday (9:00 am to 5:00 pm) Full-time hours are required, with additional hours as necessary to accomplish objectives, goals, and projects.

Company Culture & Recognition

GTE Financial is an Equal Opportunity Employer.

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.

Benefits & Rewards

• Total Rewards – Competitive pay, robust insurance, wellness programs, retirement plans, generous time off.
• Career Growth – Tuition assistance, leadership development, certifications, and ongoing learning.
• Work-Life Balance – Flexible schedules and benefits that support your well-being.
• Community Impact – We actively invest in local charities and volunteer efforts.
• Purpose-Driven Work – Help deliver financial solutions that truly make a difference.