GTE Financial

Title: Bank at Work Advocate Location: Tampa, FL (HQ) Job Description: Come join our GTE Financial team We are looking for a highly organized and strategic individual to join as a Bank at Work Advocate. The Bank at Work Advocate is responsible for executing highly effective marketing, events, communications, and projects to achieve organizational goals, increase awareness of the credit union, and position GTE Financial for future growth. This individual must be a highly organized, relationship-focused service professional who is capable of moving from planning to implementation with proficiency and positivity. Serving in a high-paced, highly regulated environment, with a multitude of internal business clients, this role is responsible demonstrating all of GTE’s differentiating products and services with special focuses on events and workshops, achieving Bank @ Work goals, as well as supporting overall community outreach. What does GTE look for in a Bank at Work Advocate? Marketing/Education: - Responsible for actively building relationships in the community and seeking out partnerships that align with GTE’s Bank @ Work program and the organization’s strategic objectives. - This role is responsible for attaining new membership, market share, business owners, and quality referrals for GTE’s internal business units. Personal Performance Reviews will include quantitative metrics that align with enterprise goals. - Reports to the Senior Manager Bank at Work Engagement, and regularly interacts with key stakeholders throughout the organization, as well as third-party vendors, to execute deliverables. - This role is responsible for multiple assigned markets around our Community Financial Centers (CFC) to support, prospect, and engage with alongside the CFC managers. - Will assist leadership with the implementation of the Bank @ Work program. Creating internal onboarding and communications to help ensure smooth execution and desired results, including developing associated employee communication and support materials, intranet posts, launch material, presentations to staff, procedure updates, FAQs, etc. - This role requires a flexible and seasoned professional who excels in a fast-paced, change-heavy environment. Must be capable of self-prioritization, outstanding communication, and positive collaboration. Must effectively balance workload, deadlines, and output, while maintaining performance, quality, and avoiding burnout. - Stays current on credit union data, research, reporting and performance, fluidly adjusting focuses and deliverables based on current and anticipated future conditions. - This role will require regular onsite coordination and hands-on management at planned activities, events, workshops, and community engagement activities. - Requires frequent local travel throughout assigned markets to support events, workshops, partner meetings, and collaboration with Community Financial Center (CFC) leaders - Responsible for facilitating financial literacy workshops in the community. Must possess strong public speaking skills and a working knowledge of banking, credit, budgeting, and lending topics. - Adheres to the credit union brand and ensures quality control, compliance, consistency, accuracy, and relevance throughout all output, deliverables, and channels. - Demonstrates exemplary interpersonal skills and communicates effectively. Must be a strong speaker and writer, capable of creating compelling and polished presentations autonomously. - This role will also be responsible for the financial literacy and education strategy, creating and optimizing resources to increase awareness, adoption, and utilization of financial solutions. Operational: - This role requires traveling to meet our members at their workplace. - Ensures adherence to the credit union and departmental standards and demonstrates Core Brand Value principles. - Must demonstrate a fundamental knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act. Required Qualifications: - Undergraduate degree preferred. - Minimum one year experience in marketing, the financial industry, or a service industry space. - Bilingual preferred (English/Spanish). Position Details: - Location: Downtown Tampa – GTE Headquarters - Department Hours: Monday– Friday (9:00 am to 6:00 pm) // Saturday (9:00 am to 1:00 pm) Full-time hours required, with additional hours as necessary to accomplish objectives, goals, and projects. Work arrangements (in-office, hybrid, or remote) may be changed at any time by management with appropriate notice if possible. Required for Remote/Hybrid Work: - A quiet workplace so you can focus on delivering excellent service to our members. - Some positions will require performance standards to be met to qualify for alternative work arrangements. - Required to have power and high-speed internet over 100MB (minimum). - Video capability (connection of 1.5 Mbps up and down recommended). - Candidates must provide and meet all technical requirements prior to the first day of training. - Hybrid candidates must live within driving distance of the office location and be able to regularly commute to and from the office location as needed. Come and join our award-winning team! GTE Financial is an Equal Opportunity Employer. Note: The above statements describe the general nature and level of the work being performed and are not an exhaustive list of all responsibilities of an employee in this job. GTE Reserves the right to revise or change job duties at any time as directed by management. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.

• Manages inbound calls and/or virtual teller sessions • Resolves fundamental member inquiries about checking and savings accounts, transaction research, and balance inquiries • Ability to refer quality loan referrals based on member needs • Gather information, analyze facts, and educate members on appropriate products/services • Ready to support members and team by being timely, prepared, and positive • Ability to effectively present information to members and employees • Communicate with the leadership team on a consistent basis • Engages in the team, organizational, and community initiatives • Responsible for completing all required training in a timely manner • Maintains current knowledge of all applicable compliance rules and regulations

Come join our GTE Financial team! We are looking for an individual who is a problem solver that is customer-focused for a Member Experience Advocate I. The Member Care Team is an empowered group of employees actively engaged in their growth and development, their department, their organization, and their community. The team takes ownership and accountability for creating an environment that drives innovation to deliver a remarkable member experience. Each employee is an owner of this experience and is committed to its success. What does GTE look for in a Member Experience Advocate? Experience: - Manages inbound calls and/or virtual teller sessions. - Resolves fundamental member inquiries about checking and savings accounts, transaction research, and balance inquiries. - Ability to refer quality loan referrals based on member needs resulting in a higher level of member engagement. - Gather information, analyze facts, and educate members on appropriate products/services to provide a one-point resolution. - Ready to support members and team by being timely, prepared, and ready to assist members by delivering a great experience with a positive attitude. - Ability to effectively present information in one-on-one and small group situations to members and other employees of the organization. - Demonstrate proficiency and be knowledgeable about technology with the ability to quickly learn and access products through virtual banking. Operational: - Adheres and remains updated on all Member Care and credit union procedures and policies. - Ability to learn additional tasks through training and/or knowledgebase to advance to Member Experience Advocate II. - Commit to achieving individual, team, and organizational goals. - Communicate with the leadership team on a consistent basis. - Engages in the team, organizational, and community initiatives. - Responsible for completing all required training in a timely manner. - Maintains current knowledge of all applicable compliance rules and regulations through assigned training. - Working knowledge of Word, Excel, and Explorer; 10 key skills. - 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, and Right to Financial Privacy Act, and the Bank Bribery Act. - Bilingual preferred (English/Spanish). Required Qualifications: - High school diploma or equivalent from an accredited institution. Some college preferred. - Minimum 1-3 years' experience or combination of education and experience. Previous customer service, banking, and/or call center experience required. Position Details: - Location: Downtown Tampa – GTE Headquarters - Department Hours: Monday– Sunday (7:00 am to 8:00 pm) Full-time hours required, with additional hours as necessary to accomplish objectives, goals, and projects. The position is defined as remote in nature and may be changed at any time by management with appropriate notice, if possible. Required for Remote/Hybrid Work: - A quiet workplace so you can focus on delivering excellent service to our members. - Some positions will require performance standards to be met to qualify for alternative work arrangements. - Required to have power and high-speed internet over 100MB (minimum). - Video capability (connection of 1.5 Mbps up and down recommended). - Candidates must provide and meet all technical requirements prior to the first day of training. - Hybrid candidates must live within driving distance of the office location and be able to regularly commute to and from the office location as needed. Come and join our award-winning team! GTE Financial is an Equal Opportunity Employer. Note: The above statements describe the general nature and level of the work being performed and are not an exhaustive list of all responsibilities of an employee in this job. GTE Reserves the right to revise or change job duties at any time as directed by management. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Come join our GTE Financial team! We are looking for an individual who is a problem solver that is customer-focused for a Member Experience Advocate I. The Member Care Team is an empowered group of employees actively engaged in their growth and development, their department, their organization, and their community. The team takes ownership and accountability for creating an environment that drives innovation to deliver a remarkable member experience. Each employee is an owner of this experience and is committed to its success. - Manages inbound calls and/or virtual teller sessions. - Resolves fundamental member inquiries about checking and savings accounts, transaction research, and balance inquiries. - Ability to refer quality loan referrals based on member needs resulting in a higher level of member engagement. - Gather information, analyze facts, and educate members on appropriate products/services to provide a one-point resolution. - Ready to support members and team by being timely, prepared, and ready to assist members by delivering a great experience with a positive attitude. - Ability to effectively present information in one-on-one and small group situations to members and other employees of the organization. - Demonstrate proficiency and be knowledgeable about technology with the ability to quickly learn and access products through virtual banking. - Adheres and remains updated on all Member Care and credit union procedures and policies. - Ability to learn additional tasks through training and/or knowledgebase to advance to Member Experience Advocate II. - Commit to achieving individual, team, and organizational goals. - Communicate with the leadership team on a consistent basis. - Engages in the team, organizational, and community initiatives. - Responsible for completing all required training in a timely manner. - Maintains current knowledge of all applicable compliance rules and regulations through assigned training. - Working knowledge of Word, Excel, and Explorer; 10 key skills. - 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, and Right to Financial Privacy Act, and the Bank Bribery Act. - Bilingual preferred (English/Spanish). Qualifications - High school diploma or equivalent from an accredited institution. - Some college preferred. - Minimum 1-3 years' experience or combination of education and experience. - Previous customer service, banking, and/or call center experience required. Requirements - Location: Downtown Tampa – GTE Headquarters. - Department Hours: Monday–Sunday (7:00 am to 8:00 pm). - Full-time hours required, with additional hours as necessary to accomplish objectives, goals, and projects. - The position is defined as remote in nature and may be changed at any time by management with appropriate notice, if possible. - A quiet workplace so you can focus on delivering excellent service to our members. - Some positions will require performance standards to be met to qualify for alternative work arrangements. - Required to have power and high-speed internet over 100MB (minimum). - Video capability (connection of 1.5 Mbps up and down recommended). - Candidates must provide and meet all technical requirements prior to the first day of training. - Hybrid candidates must live within driving distance of the office location and be able to regularly commute to and from the office location as needed. Benefits - Come and join our award-winning team! - GTE Financial is an Equal Opportunity Employer.