About this opportunity
Alliant Credit Union lists this Senior Account Services Representative opportunity in chicago, Illinois. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Responsible for processing work requests through mail and e-mail channels. The incumbent serves as a primary point of contact for processing deceased accounts, certificates, IRAs, and trust accounts. Leads tax reporting testing and validation. Resources to do the job require reliance on knowledge of credit union policies and procedures. Immediate supervision is received from the Supervisor of Account Services.
Provide service to internal and external customers
Complete loan reconstruction by creating share and loan products applicable under the new account number
Process death notification entries and daily deceased reporting
Processes ownership changes including adding or deleting joint owners, beneficiary designation, and address change requests
Index confidential documents using workflow management and perform quality control of required documents
Process member correspondence related to account research, general inquiries, verification of deposit and statement requests
Assist in distribution of daily workflow and new hire training
Process IRS reported tax dividend form 1099INT
Participates in testing of software releases and enhancements making appropriate
Participate and respond to Business Risk inquiries and assist with business remediation efforts
Conduct root cause analysis, create summaries and/or process documents detailing remediation activities and elevate issues to management
Ensure department procedures are maintained and up to date
Update Knowledge Base as appropriate based on remediation outcomes
Identify continuous operational improvement opportunities and service efficiency initiatives; recommend solutions, and champion the implementation of agreed upon changes with management support
Education &Years of Experience
Minimum -High School or Equivalent
Minimum - 2 Years ofCustomer, Service Focused or related
Typical hiring range: $46,100.00 to $65,300.00 Annually. Actual compensation will be determined using factors such as experience, skills & knowledge.
Benefits:
Alliant provides a benefits package including health care, vision, dental, and 401k with employer match including:
Annual performance bonus
Work from home up to 3 days a week
Paid parental leave
Employee discount programs
Time off including paid personal and sick days
11 paid holidays
*Note that eligibility and cost of benefits can vary depending on the number of regularly scheduled hours, and job status such as regular full-time, regular part-time, or temporary employment.
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.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.
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Worksite address
chicago, IL, 60290, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.