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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills with a focus on resolving inquiries and delivering a positive member experience. Proficient in compliance knowledge related to banking regulations and capable of utilizing virtual banking technology effectively.
Highest-signal resume keywords
Customer Service ExperienceBanking KnowledgeCompliance KnowledgeBilingual English/SpanishVirtual Banking Technology
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
10-Key SkillsWord ProficiencyExcel ProficiencyExplorer ProficiencyTransaction ResearchBalance Inquiry ResolutionLoan ReferralProduct EducationMember Care ProceduresCompliance Training
Soft Skills
Communication SkillsTeam CollaborationProblem-Solving SkillsPositive AttitudeAdaptability
Tools & Technologies
Virtual Banking TechnologyHigh-Speed InternetVideo Capability
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 one-point resolution and a positive member experience
- Present information in one-on-one and small-group situations
- Use virtual banking technology and quickly learn/access products
- Follow Member Care and credit union procedures and policies
- Complete required training and maintain compliance knowledge
- Communicate consistently with the leadership team
- Participate in team, organizational, and community initiatives
- Commit to individual, team, and organizational goals
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
- 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
- Must live within a commutable/driving distance of Downtown Tampa/GTE Headquarters and within the GTE branch footprint
- Must have a quiet workplace, power, high-speed internet over 100MB, and video capability for remote work
- Must provide and meet all technical requirements before the first day of training
- Must be able to regularly commute to the office as needed
Benefits
Comp & perks- Remote work arrangement
- Full-time hours
- Training and development opportunities
- Opportunity to advance to Member Experience Advocate II
- Award-winning team environment