Bilingual Advisor - ITM

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 r...