GTE Financial

Member Experience Advocate – Call Center

GTE Financial

full-time

Posted on:

Location Type: Remote

Location: Arizona • United States

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Job Level

Junior

About the role

  • 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

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
  • Adheres and remains updated on all Member Care and credit union procedures and policies
  • Demonstrate proficiency and be knowledgeable about technology
  • 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
  • Ongoing learning
  • Work-Life Balance – Flexible schedules
  • Community Impact – We actively invest in local charities and volunteer efforts
  • Purpose-Driven Work – Help deliver financial solutions that truly make a difference
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
customer servicebankingcall center experiencetransaction researchbalance inquiriesloan referralscompliance rulescredit union procedurestechnology proficiencybilingual
Soft Skills
communicationteam engagementorganizational skillspositive attitudetimelinesspreparednessinformation presentationmember educationproblem-solvingcommunity initiatives
Certifications
high school diplomaequivalent education