Bilingual Advisor - ITM (Administrative)
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!
Highlights:
- Accurately process all financial service transactions while providing unparalleled quality service
- Provides advice and services to build new and expand existing member relationships primarily via ITM platform experience. 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
Education:
Required
- High school diploma or equivalent
Preferred
- Some college
Skills & Knowledge:
Required
- Bilingual (Spanish/English)
- Excellent interpersonal and communication skills (oral 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: Monday-Friday, 8:30 am-5:30 pm
Level of Work: 1C
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
