Member Experience Advocate

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🌵 Arizona – Remote

🌵 Arizona – Remote

⏰ Full Time

🟢 Junior

🚫👨‍🎓 No degree required

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GTE Financial

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1935

🛡️ Insurance

🏦 Banking

💳 Fintech

Insurance • Banking • Fintech

GTE Financial is a credit union founded in 1935, focused on providing comprehensive financial services to its members. Offering products such as checking and savings accounts, loans for vehicles and homes, insurance services, and investment advice, GTE Financial is committed to helping individuals and businesses achieve their financial goals with personalized service. With a strong emphasis on community involvement and member education, GTE emphasizes a member-centric approach to banking and financial management.

📋 Description

• Manage inbound calls and/or virtual teller sessions • Resolve member inquiries about checking and savings accounts, transaction research, and balance inquiries • Refer quality loan referrals based on member needs • Gather information, analyze facts, and educate members on appropriate products and services • Deliver one-point resolutions and a positive member experience • Present information in one-on-one and small group situations • Access products through virtual banking and support members using technology • Adhere to Member Care and credit union procedures and policies • Learn additional tasks through training and knowledgebase to advance to Member Experience Advocate II • Communicate consistently with the leadership team • Engage in team, organizational, and community initiatives • Complete required training in a timely manner • Maintain current knowledge of applicable compliance rules and regulations

🎯 Requirements

• 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 • Ability to manage inbound calls and/or virtual teller sessions • Ability to resolve inquiries about checking and savings accounts, transaction research, and balance inquiries • Ability to refer quality loan referrals based on member needs • Ability to gather information, analyze facts, and educate members on appropriate products and services • Ability to present information in one-on-one and small group situations • Proficiency with technology and ability to quickly learn and access products through virtual banking • Working knowledge of Word, Excel, and Explorer • 10-key skills • Functional knowledge of the Bank Secrecy Act, U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and Bank Bribery Act • Bilingual English/Spanish preferred • Availability for department hours Monday–Sunday, 7:00 am to 8:00 pm • Full-time hours required, with additional hours as necessary • Quiet workplace for remote work • Power and high-speed internet over 100MB minimum • Video capability; 1.5 Mbps up and down recommended • Must meet all technical requirements before the first day of training

🏖️ Benefits

• Competitive pay • Robust insurance • Wellness programs • Retirement plans • Generous time off • Tuition assistance • Leadership development • Certifications • Ongoing learning • Flexible schedules • Benefits that support your well-being • Community charity and volunteer efforts