Bilingual Advisor - ITM is an on-site member-facing role in Credit Human’s Interactive Teller Machine (ITM) Systems team, handling teller-style transactions via video relay while building and protecting member relationships. You’ll process deposits/withdrawals/loan payments accurately, spot opportunities to educate members on products and services, and support retention and growth. Standout perk: benefits including insurance coverage and college tuition reimbursement.
- College tuition reimbursement
- Insurance coverage benefits
- Minimal travel required
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!
Highlights:
* 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
Experience
Required
* Experience with cash handling, general ledger accounting, and account administration * 2 to 3 years of customer service experience
Preferred
* Banking experience
Education:
Required
* High school diploma or equivalent
Preferred
* Some college
Skills & Knowledge:
Required
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
Preferred
* Episys and/or Teller Enterprise Experience
Schedule: Available for rotating shifts Monday – Friday from 6:30am to 6:30pm and rotating Saturdays 8:00am to 3:00pm
Location
In office, on-site, not remoteTravel: Minimal travel may be required
Level of Work: 1C
Starting minimum pay: $23.77 an hour
Credit Human provides employees with many benefits from insurance coverage to college tuition reimbursement.
To get to know Credit Human and learn more about our benefits, visit our careers page at
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Credit Human conducts employment background checks that may be used for decisions related to employment with Credit Human. Standard background checks performed on final candidates include NCUA Administrative and Prohibited Orders, ChexSystems, past employment verification, criminal history checks on convictions, and outstanding arrest warrants within the past seven years. Degree verifications are conducted if listed on the employment application. Additional background checks relevant to the role may include a motor vehicle registration check, credit check, and/or fingerprint card. Applicants must be currently authorized to work in the United States on a full-time basis.