Advisor - ITM

Credit Human•San Antonio, TX

1d•$24•Onsite

About The Position

We are seeking an ITM Advisor for the Interactive Teller Machine Systems Department. The Centralized Video Teller (Advisor) using Interactive Teller Machines (ITMs) will be the video face of Credit Human. The person in this role, through a differentiated customer experience, will articulate in actions and words, Credit Human's mission, values, and responsibility to the people and communities it serves. The purpose of this role is to grow, manage, and preserve trusted member relationships. To increase revenue, member retention, new member acquisition and ensure loyalty by actively listening, engaging, and understanding the needs and life stories of Credit Human current and future members. Our Advisor team assists members with financial transactions including deposits, withdrawals and loan payments with the use of a video relay. During the interactions, Advisors are expected to engage members and to seek opportunities to educate members on need-aligned products and services that can help the member save time and/or money. If you have customer service experience, you should apply right away!

Requirements

Experience with cash handling, general ledger accounting, or account administration
2 to 3 years of customer service experience
High school diploma or equivalent
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

Nice To Haves

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

Responsibilities

Express a sincere empathy for our members
Display a deep passion for helping our members thrive
Accurately process all financial service transactions while providing unparalleled quality service
Use the appropriate tools available to develop and manage member relationships to increase member loyalty and product awareness
Provide advice and service to build new and expand existing member relationships primarily via ITM platform experience
Develop an understanding of the immediate needs of the member and provide sensible advice to support service delivery and member retention
Cultivate relationships with FHC team members with whom they interact