Advisor - ITM

Credit Human•San Antonio, TX

4d•$24 - $24•Onsite

About The Position

This role helps members access trusted, personal financial support through Credit Human’s Interactive Teller Machine experience. By delivering accurate transactions, meaningful guidance, and relationship-centered service, the ITM Advisor strengthens member loyalty, supports financial well-being, and helps Credit Human remain a preferred partner for members’ financial needs. The role involves delivering a differentiated video-based member experience, processing financial transactions accurately and efficiently while maintaining compliance, building trusted member relationships, educating members on products and services, collaborating with internal teams, and maintaining SME-level knowledge of ITM systems and Credit Human products. The role also supports reliable ITM operations through balancing transactions, self-audits, and following opening/closing procedures.

Requirements

Experience with cash handling, general ledger accounting, or account administration
2 to 3 years of customer service experience
Excellent interpersonal skills; must have a pleasant personality
Excellent communication skills (verbal and written)
Excellent attentive and active listening skills
Establishes and maintains effective relationships with Credit Human members
Excellent inquiry skills and a deep desire to help others with their financial health
Deep knowledge of branch and teller operations processes
Deep knowledge of financial service products and services
Able to demonstrate mastery of Service Excellence
Able to demonstrate mastery of Maximizing Member Relationships
Makes high quality decisions in a timely manner based upon knowledge of Credit Union policies, analysis, wisdom, experience, and judgment
Dependable, punctual, and able to retain confidential information
Relates well to all kinds of people and builds strong, effective relationships
Intellectually curious, rigorous, hard-working and a good business intuition
Ability to organize and prioritize workload
Willingness to take on any tasks with flexibility and creativity
Experience with all Microsoft Office applications
High school diploma or equivalent
Applicants must be currently authorized to work in the United States on a full-time basis.

Nice To Haves

Banking experience preferred
Episys and/or Teller Enterprise Experience
Bilingual Preferred
Some college credits

Responsibilities

Deliver a differentiated video-based member experience that reflects Credit Human’s mission, values, and commitment to the communities it serves.
Process financial transactions accurately and efficiently while maintaining strong compliance with operational, security, audit, and regulatory requirements.
Build and preserve trusted member relationships by listening actively, understanding individual needs, and providing sensible financial guidance.
Identify opportunities to educate members on products and services that may help them save time, save money, or improve their financial well-being.
Collaborate with Financial Health Center teams, internal business units, and management to resolve member needs and share feedback on trends, concerns, and success stories.
Maintain SME-level knowledge of ITM systems, Credit Human products and services, field of membership, compliance expectations, and financial service trends.
Support reliable ITM operations by balancing transactions, completing self-audits, following opening and closing procedures, and rotating between sites when needed.