GTE Financial

Call Center Representative

• Manage inbound calls and/or virtual teller sessions
• Resolve fundamental 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 timely, prepared, positive, and remarkable member experiences
• Support members and the team
• Adhere to and remain updated on Member Care and credit union procedures and policies
• Learn additional tasks through training and/or the knowledgebase to advance to Member Experience Advocate II
• Achieve individual, team, and organizational goals
• 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 through assigned training

Member Experience Advocate I – Call Center