Advisor - ITM

Advisor - ITM

Department: San Antonio Interactive Teller Machine Systems

Role Type: Individual Contributor

Why This Role Matters

This role helps members access trusted, personal financial support through Credit Human’s Interactive Teller Machine experience.

By delivering accurate transactions, meaningful guidance, and relationship-centered service, the ITM Advisor strengthens member loyalty, supports financial well-being, and helps Credit Human remain a preferred partner for members’ financial needs.

What You’ll Do


* Deliver a differentiated video-based member experience that reflects Credit Human’s mission, values, and commitment to the communities it serves.


* Process financial transactions accurately and efficiently while maintaining strong compliance with operational, security, audit, and regulatory requirements.


* Build and preserve trusted member relationships by listening actively, understanding individual needs, and providing sensible financial guidance.


* Identify opportunities to educate members on products and services that may help them save time, save money, or improve their financial well-being.


* Collaborate with Financial Health Center teams, internal business units, and management to resolve member needs and share feedback on trends, concerns, and success stories.


* Maintain SME-level knowledge of ITM systems, Credit Human products and services, field of membership, compliance expectations, and financial service trends.


* Support reliable ITM operations by balancing transactions, completing self-audits, following opening and closing procedures, and rotating between sites when needed.

Why You’ll Love This Role


* Be the video face of Credit Human and create meaningful, relationship-centered experiences for members every day.


* Use innovative ITM technology to deliver personal service in a modern, convenient, and evolving member channel.


* Grow deep expertise across financial transactions, compliance, member engagement, and Credit Human products and services.


* Help members make confident financial decisions by connecting them with solutions aligned to their needs and goals.


* Work in a collaborative environment that values feedback, continuous learning, flexibility, and a strong service mindset.

Experience:

    Required


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


* 2 to 3 years of customer service experience

    Preferred


* Banking experience preferred

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 o...