Sr. Relationship Manager

Alliant Credit Union•Chicago, IL

3d•$41,900 - $59,400•Hybrid

About The Position

Manage a broader and more complex member portfolio independently. Deliver lending production, deepen relationships, and serve as a trusted advisor across multiple member life stages. Build, manage, and deepen relationships with members through high-touch, personalized service and consultative lending expertise. Serve as a primary point of contact and trusted advisor for assigned members, support them across key financial moments while driving lending production, engagement, and retention.

Requirements

Minimum: High School or Equivalent
Minimum: 2 — Relationship-focused, sales, lending, or financial services role. Delivering personalized, high-touch service and building long-term relationships or related
Required: Illinois P&C License within 60 days of hire
Required: NMLS registration within 30 days

Nice To Haves

Preferred: 4 Year / Bachelors Degree — Business, Finance, Communications, or related
Preferred: 2 — Consumer lending, pipeline management, or consultative sales

Responsibilities

Own the full lending lifecycle, including pipeline management, origination, and closing in alignment with Alliant policies
Serve as the primary point of contact for assigned members, delivering high-touch, concierge-level service
Act as a retention resource by identifying and addressing at-risk members with effective solutions
Resolve complex member issues by coordinating across internal partners to ensure timely, seamless outcomes
Serve as the first point of contact for assigned employment partnership groups, ensuring a seamless onboarding and integration experience
Provide white-glove service to newly onboarded members, guiding adoption through personalized outreach, education, and proactive outreach engagement
Act as a liaison between members and internal teams, removing friction and ensuring a consistent, high-quality onboarding journey
Deliver curated product and lending solutions aligned to member needs, accelerating early relationship value and long-term engagement
Maintain accurate documentation of member interactions and follow-ups within required systems
Contribute to team effectiveness by sharing best practices and supporting continuous improvement
Consistently deliver a “WOW” member experience by anticipating needs, exceeding expectations, and building lasting trust in every interaction
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.