Senior Account Services Representative

Alliant Credit Union•Chicago, IL

4d•$46,100 - $65,300•Hybrid

About The Position

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.

Requirements

Minimum - High School or Equivalent
Minimum - 2 Years of Customer, Service Focused or related experience

Responsibilities

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 escalate 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
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.