Advisor - ITM

Advisor - ITM

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.

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.

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.

Required: Experience with cash handling, general ledger accounting, or account administration; 2 to 3 years of customer service experience.

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, and able to retain confidential information; relates well to all kinds of people and builds strong, 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.

Required: High school diploma or equivalent.

Preferred: Some college credits.

Available for rotating shifts Monday Friday from 6:30am to 6:30pm and rotating Saturdays 8:00am to 3:00pm.

Minimal travel may be required.

Paygrade: 1CA. The expected pay range for this position is $23.77 $24.10 hourly.

Credit Human is committed to equitable and transparent compensation practices. Final compensation is determined based on a variety of factors, including experience, skills, qualifications, internal equity, and geographic work location.

This role may also be eligible for: Bonus opportunity up to 4%.

Employees are eligible for a comprehensive benefits package, including: Medical, dental, and vision insurance; Pension; Paid time off and company holidays; Tuition reimbursement.

This position is onsite based in San Antonio, Tx.