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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.

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.

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.