Teams at GTE Financial

Lead and maintain the Salesforce Financial Services Cloud platform: design/configure objects, automation, security, integrations, and releases. Translate business needs into scalable solutions, manage vendors, own troubleshooting and data integrity, and support testing, change management, and regulatory compliance within the financial institution.

Design, develop, test, deploy, and support enterprise web, mobile, and backend applications. Build integrations, ensure performance and security, participate in SDLC and on-call rotations, lead code reviews, influence architecture, and maintain compliance with banking regulations.

The Investment Sales Coordinator trains and manages Licensed Bankers, ensuring compliance and improving sales performance while nurturing client relationships. They oversee the Licensed Banker Program and coordinate training with Financial Advisors.