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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.

Provide personalized financial planning and investment advice, build and manage a book of business through consultative sales, ensure regulatory compliance (SEC, FINRA, NCUA), maintain licenses and continuing education, collaborate with branch staff, prospect for new clients, and handle administrative and reporting tasks.

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.

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.