Member Experience Advocate I – Call Center

GTE Financial

Remote call-center advocate handling member banking inquiries for GTE Financial, a credit union. Resolving account issues, researching transactions, and referring members to suitable loan products.

Posted 8/19/2026full-timeRemote • Florida • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills with the ability to manage inbound calls and virtual teller sessions while resolving member inquiries effectively. Maintains knowledge of compliance regulations and credit union policies to deliver exceptional member experiences.

Highest-signal resume keywords

Customer Service ExperienceBanking KnowledgeCompliance KnowledgeBilingual English/SpanishProficiency in Word and Excel

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Inbound Call ManagementTransaction ResearchLoan ReferralsInformation GatheringFact AnalysisProduct Education10-Key SkillsVirtual Banking ProficiencyCompliance Regulations KnowledgeMember Care Procedures

Soft Skills

Effective CommunicationTeam SupportPositive AttitudeAdaptabilityEngagement in Initiatives

Tools & Technologies

WordExcelExplorerVirtual Banking Platforms

Industry Keywords

Bank Secrecy ActU.S. Patriot ActAnti-Money LaunderingRight to Financial Privacy ActBank Bribery Act

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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 member 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/services
Ability to effectively 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
Quiet workplace for remote work
Power and high-speed internet over 100MB minimum
Video capability, with 1.5 Mbps up and down recommended
Candidates must provide and meet all technical requirements before the first day of training
Hybrid candidates must live within driving distance of the office and regularly commute as needed

Benefits

Comp & perks

Competitive pay
Robust insurance
Wellness programs
Retirement plans
Generous time off
Tuition assistance
Leadership development
Certifications
Ongoing learning
Flexible schedules
Benefits that support well-being
Investment in local charities and volunteer efforts