Member Experience Advocate - Retail Experience Preferred - Must live in Arizona

GTE Financial•Remote - Arizona, AZ

9d•Remote

About The Position

GTE Financial is seeking a customer-focused and problem-solving individual for the Member Experience Advocate I role. This position is part of the Member Care Team, an empowered group dedicated to growth, development, and creating a remarkable member experience through innovation. Each employee is an owner of this experience and committed to its success.

Requirements

High school diploma or equivalent from an accredited institution.
Minimum 1-3 years' experience or combination of education and experience.
Previous customer service, banking, and/or call center experience required.
Working knowledge of Word, Excel, and Explorer; 10 key skills.
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.
A quiet workplace so you can focus on delivering excellent service to our members.
Required to have power and high-speed internet over 100MB (minimum).
Video capability (connection of 1.5 Mbps up and down recommended).
Candidates must provide and meet all technical requirements prior to the first day of training.

Nice To Haves

Some college preferred.
Bilingual preferred (English/Spanish).
Hybrid candidates must live within driving distance of the office location and be able to regularly commute to and from the office location as needed.

Responsibilities

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.
Support members and team by being timely, prepared, and ready to assist members by delivering a great experience with a positive attitude.
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.
Ability to learn additional tasks through training and/or knowledgebase to advance to Member Experience Advocate II.
Commit to achieving individual, team, and organizational goals.
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 through assigned training.