Start a Rewarding Career with Alliant

In this role, you will provide consultative service and support to credit union members. Process financial transactions on member’s accounts, resolve member issues, evaluate and identify the member’s financial needs with compassion and care. Build relationships with members in order to provide high levels of member service and satisfaction with the aid of cross-sell triggers, and originating new accounts or making targeted referrals to internal business partners that result in deeper relationships, and increased sales for the credit union by learning credit union products and following policies and compliance with the Patriot Act.

Responsibilities

• Handle routine and complex member inquiries with a goal of first-point-of-contact call resolution and limited escalation by leveraging departmental tools. Responds to calls and tickets coming back from our 3rd party partner
• Process financial transactions on members’ accounts, review qualify, open and close deposit accounts and ATM/debit cards
• Identify opportunities to increase service quality and escalates high-level member issues and concerns to internal business partners
• Act as a member advocate to meet or exceed individual or team member satisfaction targets, relationship sales targets and satisfaction targets within the department
• Identify and evaluate members’ financial needs within and recommend the appropriate product solutions and services using needs-based sales techniques, including new memberships
• Make consumer loan, mortgage, and investment referrals to internal business partners that result in increased balance growth

Qualifications

• Minimum High School or Equivalent

• Minimum 1 Customer Service or related

Benefits include:

• Starting hourly pay of $20.34 and bonus potential
• Competitive medical, dental, and free vision benefits
• Paid parental leave
• Gym memberships discounts
• Generous PTO and banking holidays off
• Tuition reimbursement
• 401k with immediate employer match and vesting

Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.

The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.