Advisor - ITM

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 credits

Skills & Knowledge:

    Required


* Excellent interpersonal skills; must have a pleasant personality


* Excellent communication skills (verbal 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, punctual, ...