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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.

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.

Manage an assigned book of insurance clients to reduce churn by identifying retention risks, executing remarketing and cross-sell strategies, handling renewals, processing policy changes, and ensuring regulatory compliance. Gather and analyze data, produce reports and audits, and deliver exceptional client service while supporting agency growth.

The Payroll Manager oversees payroll processing, compliance, reporting, and liaises with accounting and employees regarding payroll matters. Responsibilities include maintaining payroll systems, auditing, managing benefit deductions, and assisting with audits.

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.

The Financial Advisor at GTE Financial empowers members through personalized financial advice, strategic planning, and compliance with regulations, focusing on building relationships and generating revenue.