Project Accountant I
TinyURL
Membership Operations Specialist
Alliant Credit Union
full-time
Posted on:
Origin: • 🇺🇸 United States • Illinois
Visit company websiteSalary
💰 $23 - $31 per hour
Job Level
JuniorMid-Level
About the role
- Process new membership and depository account openings for products including checking/savings, certificates, UTMA, Guardianship, Organizational and Trust accounts across multiple channels
- Validate applicant’s basis of eligibility and ensure requirements are met
- Process and follow up on applications needing manual review; determine additional information and documentation needed from applicant
- Ensure SLAs for response time for product servicing and maintenance are met
- Review, qualify, open and close deposit accounts and ATM/debit cards
- Process new membership applications and validate applicant for membership eligibility and identity requirements
- Review mailed, faxed, and web applications and necessary documentation to support eligibility for membership
- Contact applicants by phone, email or mail for additional information as appropriate
- Verify authorized signatures, listed information and address for fraud management
- Participate in testing of software releases and enhancements and recommend changes in transacting system
- Provide support to management on process improvement projects
- Handle routine and complex membership inquiries aiming for first point-of-contact resolution
- Assist management in identifying service quality improvements and escalate high-level member issues
- Assist management with identifying business opportunities for process improvement and prioritize them
- Act as a member advocate maintaining member experience, SLA and NPS goals
- Adhere to compliance with Bank Secrecy Act and privacy directives
Requirements
- High School Diploma or Equivalent - Minimum
- Bachelors Degree - Business, Finance or related - Preferred
- 2 years - Banking, customer service or related - Minimum
- 2 years - Financial Institutions - Preferred
- 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 and complies with Privacy Act directives.
