Private Banker

Come join our GTE Financial team! We are looking for an expert financial professional with a track record of success and the desire to help businesses achieve their financial goals using a holistic financial planning-based approach. The Private Banker is responsible for originating and managing a portfolio of commercial and private loans, deposits, and investments. The overall objective is to maintain and increase its asset quality, and to develop new and existing select credit union relationships to obtain their primary financial relationship. The Private Banker role at GTE is a licensed role specifically designed to partner with our affluent members one-on-one with the primary focus to enhance our members’ financial lives and solidify long-term relationships with the Credit Union. What does GTE look for in a Private Banker? Expertise: Business development focus as an individual producer managing portfolios of affluent members that include commercial and personal loans, deposits, and investments. Presents Select Relationship Program to targeted groups in the community. Active leadership in community organizations and activities to promote the brand awareness of GTE and Select Relationship services. Demonstrates expert ability and knowledge in leading and participating in client relationship building in collaboration with the Member Business Services team. Leverage other credit union resources to support the development of Select Relationships. Service Quality: Provide the highest quality of service to all members; promptly address member concerns and/or escalate to leadership when appropriate Listen to members and recommend options that best fit their needs, cross-selling and making referrals when appropriate using the online tracking and CRM systems. Actively participate in programs and procedures that drive sales. Experience required with building and deepening relationships with customers, uncovering needs, and offering solutions. Excellent communication skills, both written and oral. Strong analytical and quantitative skills. Ability to adapt to a rapidly changing business and technology environment. Operations: Assists the in the training and development of other Select Relationships Advisors. Process routine financial business for members quickly and accurately Proficiency in Microsoft Office including Word, Excel, and PowerPoint, and proprietary software and databases. 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, Right to Financial Privacy Act, and the Bank Bribery Act. Bilingual preferred (English/Spanish). Required Qualifications: Bachelor's Degree in Business, Finance, or related field. Minimum six years of experience as a Premier (Private) Banker. Qualified applicants will have at least 3 years of experience in building deep relationships while providing members with innovative products and solutions. Minimum 3 years of experience in a fast-paced, high-volume service and sales environment; financial industry experience preferred. Series 7 & Series 63 licenses preferred Position Details: Location: Tampa Department Hours: Monday– Friday (9:00 am to 6:00 pm) Full-time hours are required, with additional hours as necessary to accomplish objectives, goals, and projects. Work arrangements (in-office, hybrid, or remote) may be changed at any time by management with appropriate notice if possible. Required for Remote Work: A quiet workplace so you can focus on delivering excellent service to our members. Must live in a location that can leverage an existing high-speed internet service. Minimum upload speed 5 MB/s, preferred upload speed 25 MB/s. Minimum download speed 25 MB/s, preferred download speed 50 MB/s. Candidates must provide and meet all technical requirements before the first day of training. Hybrids - Candidates must live within driving distance of the office location and be able to regularly commute to and from the office location as needed. GTE was named one of Tampa’s Top Workplaces! GTE Financial is an Equal Opportunity Employer. Note: The above statements describe the general nature and level of the work being performed and are not an exhaustive list of all responsibilities of an employee in this job. GTE reserves the right to revise or change job duties at any time as directed by management. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.