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GTE Financial

Credit union supporting financial literacy initiatives

Customer Service - Call Center, Bilingual Spanish Required, Arizona

Customer SupportUpdated on Nov 10
Full-timeArizona, USANo salary listed

About the Job

Requirements

  • A high school diploma or equivalent from an accredited institution is required.
  • At least 1–3 years of experience, or a combination of education and experience, is required; previous customer service, banking, and/or call center experience is required.
  • Bilingual Spanish is required.
  • Working knowledge of Word, Excel, and Internet Explorer, and 10-key skills are required.
  • Functional knowledge of the Bank Secrecy Act and other applicable federal laws is required, including the U.S. Patriot Act, Office of Foreign Assets Control, Anti-Money Laundering requirements, Right to Financial Privacy Act, and Bank Bribery Act.
  • A quiet workplace, power, high-speed internet of at least 100 Mbps, and video capability are required for remote work; candidates must meet technical requirements before the first day of training.

Responsibilities

  • 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 opportunities based on member needs to increase member engagement.
  • Gather information, analyze facts, and educate members about appropriate products and services to provide one-point resolution.
  • Present information effectively in one-on-one and small-group situations to members and other employees.
  • Demonstrate proficiency with technology and quickly learn to access products through virtual banking.
  • Follow and remain current on Member Care and credit union procedures and policies.
  • Learn additional tasks through training and/or the knowledge base to advance to Member Experience Advocate II.
  • Work toward individual, team, and organizational goals.
  • Communicate consistently with the leadership team.
  • Participate 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.

Desired Qualifications

  • Some college is preferred.
  • Bilingual English/Spanish skills are also identified as preferred in the operational qualifications.

About the Company

GTE Financial

Credit union supporting financial literacy initiatives

GTE Financial provides banking and financial services to its members as a credit union, focusing on helping people manage money, borrow for homes, and build personal prosperity while supporting the community. Its product approach centers on member services, such as accounts and loans, with a special emphasis on homeownership and financial literacy initiatives. The company operates by serving its members with financial products funded through member deposits and other typical credit-union practices, and its products are insured by the NCUA and offered as Equal Housing Lenders. What sets GTE Financial apart is its people-first culture: it emphasizes employee development, teamwork, and a commitment to charitable giving and local philanthropies, especially those that advance financial literacy and homeownership in the community. The company's goal is to help members achieve financial well-being and prosperity while extending positive impact to the communities it serves.

Company size
201-500
Company stage
Not listed
Total funding
Not listed
Headquarters
Tampa, FL
Founded
1935

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