GTE Financial

Financial Planning and Analysis

• Serve as the primary point of contact for an assigned book of business.
• Coach, train, and manage Licensed Bankers, ensuring adherence to credit union and departmental standards.
• Monitor performance and activity levels, providing feedback and direction for growth and development.
• Motivate team members and set clear expectations for performance and responsibilities.
• Act as an operational supervisory resource supporting FINRA-licensed employees.
• Ensure proper onboarding, training, and ongoing development of Licensed Bankers.
• Drive accountability through regular branch visits, pipeline reviews, and coaching to ensure consistent execution.
• Partner with leadership, compliance, and advisory teams to identify growth opportunities, improve referral quality, and strengthen investment experience for members.
• Build strong client relationships focused on retention, trust, and long-term value.
• Provide guidance and education to clients on coverage, renewals, and policy changes.
• Deliver exceptional customer service with a focus on clarity and responsiveness.
• Manage and oversee the Licensed Banker Program across all assigned locations.
• Develop and coordinate training initiatives with Financial Advisors, internal partners, and the GTE Talent Team.
• Track licensing status, CE requirements, and program effectiveness.
• Identify opportunities to improve production, referral flow, and client engagement.
• Serve as liaison between advisors, retail leadership, and business partners.
• Analyze performance trends to develop a targeted strategy that can be individually designed for CFCs or bankers.
• Review client profiles for missing lines of business and recommend solutions (auto, home, umbrella, flood, commercial).
• Monitor productivity and sales activity to ensure performance targets are achieved.
• Conduct joint calling, branch observations, and coaching sessions.
• Develop investment campaigns, initiatives that increase visibility and performance.
• Maintain accurate and complete documentation in agency management systems (AMS360 preferred).
• Manage licensing requirements, onboarding, and renewals for all Licensed Bankers.
• Ensure completion and tracking of continuing education (CE) requirements.
• Maintain compliance with SEC and FINRA regulations.
• Maintain accurate records of licensing, CE, and program activity.
• Serve as primary contact for retail and internal partners regarding licensed employees.
• Maintain accurate documentation, reporting for compliance and audit readiness.
• Coordinate with broker dealer on operational timeline and expectations of the licensed banker program.

Investment Sales Coordinator

Bilingual

• Ensure members’ needs are achieved by conducting a thorough financial assessment.
• Recommend the most appropriate products and services fulfilling the member’s financial goals.
• Assist in generating leads and maintaining existing member relationships.
• Provide a great member experience through effective negotiation and relationship-building skills.
• Gather information and analyze facts to educate members on appropriate products/services.
• Conduct member financial transactions, including processing and closing consumer loan products.
• Exhibit a desire for continuous education to better serve members.

Personal Banker, Bilingual – Spanish Highly Preferred

Call Center Representative

• 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

Investment Sales Coordinator

Personal Banker, Bilingual – Spanish Highly Preferred

Member Experience Advocate – Call Center