Remote Member Experience Advocate — AZ

GTE Financial; Northern (KY); Hybrid; USD 36,000 - 48,000; Full time

Job summary

GTE Financial seeks a Member Experience Advocate I to handle inbound calls and virtual teller sessions, addressing member inquiries about checking and savings, transactions, and balance issues. You will also identify loan referral opportunities to boost engagement and educate members for quick, one-point resolutions.

Ideal candidates bring 1–3 years in customer service or banking, strong communication skills, and comfort with online banking tools; bilingual English/Spanish is a plus.

Qualifications

• High school diploma or equivalent from an accredited institution; some college preferred.
• 1–3 years' experience or combination of education and experience in customer service, banking, and/or call center.
• Bilingual preferred (English/Spanish).

Responsibilities

• Manage inbound calls and virtual teller sessions to resolve member inquiries.
• Refer quality loan referrals based on member needs to increase engagement.
• Gather information, analyze facts, and educate members for one-point resolution.
• Present information effectively in one-on-one or small group settings to members and colleagues.
• Demonstrate proficiency with technology and easily access products through online banking.

Skills

Inbound calls

Customer service

Banking knowledge

Bilingual English/Spanish

Education

High school diploma or equivalent

Some college

Tools

Word

Excel

Explorer

Job description

GTE Financial seeks a Member Experience Advocate I to handle inbound calls and virtual teller sessions, addressing member inquiries about checking and savings, transactions, and balance issues. You will also identify loan referral opportunities to boost engagement and educate members for quick, one-point resolutions.

Ideal candidates bring 1–3 years in customer service or banking, strong communication skills, and comfort with online banking tools; bilingual English/Spanish is a plus.