Senior Associate Relationship Mgr

Alliant Credit Union•Chicago, IL

10d•$47,600 - $74,000•Hybrid

About The Position

The Senior Associate Relationship Mgr manages a complex member portfolio to drive lending production, relationship growth, and engagement. The role identifies member needs and provides tailored financial solutions that deepen relationships and support key life events. It owns the lending lifecycle from pipeline management through origination and closing, in accordance with Alliant policies, and serves as the primary contact for assigned members, delivering high-touch, concierge-level service. The position supports member retention by identifying at-risk members and addressing their needs, and resolves complex issues by coordinating with internal partners. It also serves as the first point of contact for assigned employment partnership groups and guides newly onboarded members through personalized outreach, education, and product adoption. The role acts as a liaison with internal teams to provide a smooth onboarding journey and delivers curated product and lending solutions that support early relationship value and long-term engagement. The employee maintains accurate documentation, shares best practices, contributes to continuous improvement, and aims to provide an exceptional member experience. The role requires a high school diploma or equivalent and at least two years of experience in a relationship-focused, sales, lending, or financial services role. An Illinois P&C License is required within 60 days of hire. A four-year bachelor's degree in Business, Finance, Communications, or a related field and two years of consumer lending, pipeline management, or consultative sales experience are preferred. The typical hiring range is $47,600 to $74,000 annually. Alliant offers benefits including health care, vision and dental insurance, a 401(k) with employer match, and other listed benefits. The position may work from home up to three days a week. The employee must comply with Bank Secrecy Act requirements, applicable laws and policies, privacy directives, and standards of integrity and ethics.

Requirements

High school diploma or equivalent.
At least 2 years of experience in a relationship-focused, sales, lending, or financial services role, including personalized, high-touch service and building long-term relationships or related experience.
Illinois P&C License required within 60 days of hire.
Maintain integrity and ethics in actions and conversations with or regarding credit union members and their accounts, and comply with Privacy Act directives.

Nice To Haves

Four-year bachelor's degree in Business, Finance, Communications, or a related field.
Two years of consumer lending, pipeline management, or consultative sales experience.

Responsibilities

Manage a complex member portfolio, driving lending production, relationship growth, and engagement.
Identify member needs and deliver tailored financial solutions that deepen relationships and support key life events.
Own the lending lifecycle, including pipeline management, origination, and closing in alignment with Alliant policies.
Serve as the primary point of contact for assigned members and deliver high-touch, concierge-level service.
Identify at-risk members and address their needs with effective retention solutions.
Resolve complex member issues by coordinating across internal partners.
Serve as the first point of contact for assigned employment partnership groups and support seamless onboarding and integration.
Guide newly onboarded members through personalized outreach, education, and proactive engagement.
Liaise between members and internal teams to remove friction and ensure a consistent, high-quality onboarding journey.
Deliver curated product and lending solutions aligned with member needs to accelerate early relationship value and long-term engagement.
Maintain accurate documentation of member interactions and follow-ups in required systems.
Share best practices and support continuous improvement and team effectiveness.
Anticipate member needs, exceed expectations, and build lasting trust through consistently high-quality service.
Comply with Bank Secrecy Act requirements, applicable state and federal laws, company procedures and policies, Privacy Act directives, and integrity and ethics standards.