Teams at GTE Financial

Develops, writes, and manages marketing content and campaigns across CRM, digital, print, video and broadcast. Serves as Salesforce content lead/administrator, coordinates vendors and stakeholders, applies regulatory compliance, sets KPIs, reports results, and manages projects from concept to execution.

The AVP of Investments oversees the GTE Investment Group, focusing on financial planning, wealth management, team leadership, sales strategy, compliance, and member education to enhance performance and relationships. They coach staff and develop sales processes while maintaining compliance with financial regulations.

This role involves executing marketing strategies, building community relationships, facilitating financial literacy workshops, and ensuring adherence to credit union regulations. It requires strong communication, public speaking, and organizational skills, along with local travel for events and collaborations.