Bilingual Advisor - ITM

Credit Human Careers•San Antonio, TX

5d•Onsite

About The Position

This role creates a welcoming, trusted connection for members using Credit Human’s Interactive Teller Machines. By combining accurate service with personalized financial guidance, the Advisor strengthens member loyalty and helps more people choose solutions that support their financial well-being.

Requirements

Experience with cash handling, general ledger accounting, and account administration
2 to 3 years of customer service experience
Excellent interpersonal and communication skills (verbal and written) and a pleasant personality
Practices attentive and active listening and 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
Strong written communication skills
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 and punctual and able to retain confidential information
Relates well to all kinds of people and can build constructive and effective relationships
Excellent and attentive listening skills
Intellectually curious, rigorous, hardworking, and possessing 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
Employees must demonstrate Spanish language proficiency by passing the Foreign Language Incentive Program assessment within the first 90 days of employment.

Nice To Haves

Banking experience
Bilingual (Spanish/English)
Episys and/or Teller Enterprise Experience
Some college

Responsibilities

Deliver accurate, efficient financial transactions through the ITM platform while creating an exceptional member experience.
Build trusted relationships by listening closely, understanding member needs, and offering practical, need-aligned guidance.
Connect members with products and services that can save time, reduce costs, and support their financial goals.
Strengthen member loyalty by resolving concerns, addressing account-closure requests, and building confidence in Credit Human.
Protect members and the credit union by following operational, security, audit, and regulatory requirements.
Improve the member experience by sharing feedback, emerging needs, and service trends with leaders and internal partners.
Maintain reliable ITM operations through accurate balancing, self-audits, issue research, and opening and closing procedures.