Advisor - ITM

Credit Human · United States

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.

• 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 with cash handling, general ledger accounting, or account administration
• 2 to 3 years of customer service experience

• 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

• Episys and/or Teller Enterprise Experience
• Bilingual Preferred

• Medical, dental, and vision insurance
• Pension
• Paid time off and company holidays
• Tuition reimbursement