Digital New Accounts Specialist

Consumers Credit Union • Lake Forest, IL

11h • $20 - $30 • Hybrid

About The Position

Join our Digital Platform team as a Digital New Accounts Specialist and help new and existing members open accounts and access the products they need through CCU’s digital channels. In this role, you will review online deposit account applications, communicate with members, verify documentation, and help ensure each new account is established accurately and efficiently. You will also serve as a knowledgeable resource for colleagues across the credit union while building expertise in digital account-opening systems, identity verification, and fraud-prevention tools. This is a great opportunity for someone with banking, credit union, branch, or customer service experience who wants to continue helping members in a role that is less focused on sales and hyper-focused on member service.

Requirements

• A high school diploma or equivalent is required.
• 1+ year of customer service or related experience is required.
• Excellent verbal and written communication skills.
• A strong commitment to member service and helping people.
• Exceptional attention to detail, particularly when reviewing applications and documentation.
• The ability to manage multiple priorities, transition between application reviews and phone calls, and maintain accurate notes.
• A calm, professional approach when workloads are high or priorities are shifting.
• Adaptability and openness to new processes, systems, and continuous improvement.
• Strong computer proficiency.
• A collaborative approach and willingness to support teammates during periods of high volume or planned time away.

Nice To Haves

• Previous banking, credit union, financial institution, account-opening, or branch experience is preferred.
• Familiarity with financial products, working with confidential member information, fraud-prevention tools, or identity-verification processes is preferred.
• Bilingual English and Spanish communication skills are highly preferred.

Responsibilities

• Initiate, process, and onboard new account and existing member applications and product requests through all digital channels (e.g., online banking, website, email applications) and qualify applicants for membership to the credit union.
• Follow up with members on pending new accounts to ensure appropriate documentation and verifications are complete, ensure system entry and account setup are accurate.
• Validate all new member auto approvals have complete and accurate documentation and follow up with members as necessary to complete. Review the pending queue for manual reviews when needed.
• Support new account process and application enhancements including authoring or participating in test cases for new and updated functionality. Maintain department resources to capture activity such as progress of current activities and implementation statuses. Act as a Subject Matter Expert (SME) in collaborating with other technical areas to resolve break/fix issues for new accounts processes.
• Educate colleagues across the credit union as well as members on remote channel options and the most efficient way to apply for credit union products.
• Respond to inquiries from the contact center, branches, and other internal departments to support member requests for new accounts openings.
• Make recommendations for process improvements related to member service delivery, minimizing fraud exposure and other departmental efficiencies.

Benefits

• Hybrid flexibility: A minimum of 2 days/week onsite at our HQ in Lake Forest; remaining days are work from home creating a nice work-life harmony.
• Meaningful member impact: Help people complete the account-opening process and begin or expand their relationship with CCU.
• No traditional sales pressure: This is a service and application-support role without sales goals.
• Supportive team environment: Join a collaborative team that shares knowledge, covers for one another, and works together during high-volume periods.
• Exposure to evolving technology: Build expertise in current digital systems while helping the team prepare for future enhancements and implementations.
• CCU is a certified top employer: Join an organization that has received numerous workplace recognitions.
• medical (High Deductible, HMO and PPO), dental, vision, spending accounts, short-term disability, long-term disability, life insurance and other plans effective date of hire.
• 401(k) savings plan
• pension plan

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED