Bilingual Advisor - ITM
About The Position
We are seeking a Bilingual Advisor- ITM for the Interactive Teller Machine Systems Department. 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's current and future members. Accuracy, efficiency and a desire to assist members are paramount to success in this role. The desired outcome is to make Credit Human the desired choice for members’ financial needs. 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 banking experience with Interactive Teller Machines you should apply right away!
Requirements
- Required Experience with cash handling, general ledger accounting, and account administration
- 2 to 3 years of customer service experience
- High school diploma or equivalent
- Must be fully bilingual in Spanish (expert communicator)
- Excellent interpersonal and communication skills (verbal and written), must have a pleasant personality
- Practices attentive and active listening, 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 on 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, 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
- Available for rotating shifts Monday – Friday from 6:30am to 6:30pm and rotating Saturdays 8:00am to 3:00pm
- In office, on-site, not remote
- Minimal travel may be required
Nice To Haves
- Banking experience
- Some college
- Episys and/or Teller Enterprise Experience
Responsibilities
- Accurately process all financial service transactions while providing unparalleled quality service
- Provides guidance and support to build new and strengthen existing member relationships, primarily through the Interactive Teller Machine (ITM) platform
- Develops an understanding of the immediate needs of the member and provides sensible advice to support service delivery and member retention
- Innovatively identifies and collaborates with management regarding the current and future member needs and trends for products and services based on member feedback
- Maintains responsibility for ITM cash and non-cash transactions following proper balancing processes
Benefits
- Credit Human provides employees with many benefits from insurance coverage to college tuition reimbursement.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
501-1,000 employees
