Member Experience Advocate, Call Center

🔥 10 minutes ago

🌵 Arizona – Remote

🌵 Arizona – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

📞 Call Center Representative

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GTE Financial

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1935

🏦 Banking

💳 Fintech

🛍️ eCommerce

Banking • Fintech • eCommerce

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

• 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. • 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. Maintaining current knowledge of all applicable compliance rules and regulations through assigned training.

🎯 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. • 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).

🏖️ Benefits

• 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.