Advisor - ITM at Credit Human in San Antonio, Texas

Job Description:

We are seeking an Advisor - ITM 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!

Highlights:

• 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

Experience:

    Required

• Experience with cash handling, general ledger accounting, or account administration


• 2 to 3 years of customer service experience

    Preferred

• Banking experience preferred

Education:

    Required

• High school diploma or equivalent

    Preferred

• Some college preferred

Skills & Knowledge:

    Required

• Excellent interpersonal skills; must have a pleasant personality


• Excellent communication skills (oral 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 and punctual and able to retain confidential information


• Relates well to all kinds of people and can build constructive and 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

    Preferred

• Episys and/or Teller Enterprise Experience


• Bilingual Preferred

 

Schedule: Available for rotating shifts Monday – Friday from 6:30am to 6:15pm and rotating Saturdays 8:30am to 2:15pm (anticipate being scheduled 2 Saturdays per month)

Level of Work: 1C

Starting minimum pay: $20.98 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 www.credithuman.com/careers.

 

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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Customer Service

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