Senior Associate Relationship Mgr

Alliant Credit Union; Kolkata District; Hybrid; INR 4,538,000 - 7,054,000; Full time

Benefits offered by this job

Annual performance bonus

Work from home up to 3 days a week

Paid parental leave

Employee discount programs

Time off including paid personal and S

11 paid holidays

Education reimbursement

Job summary

Alliant Credit Union currently seeks a dedicated professional to manage a complex member portfolio and drive lending production. You will own the full lending lifecycle, from pipeline to closing, while delivering high-touch concierge service.

Primary duties include onboarding new members, retention, and proactive outreach. The role offers hybrid work with some work-from-home days and a comprehensive benefits package.

Qualifications

• Minimum high school diploma or equivalent required.
• Bachelor’s degree preferred in business, finance, communications or related field.
• 2+ years in relationship-focused sales, lending or financial services roles.
• 2 years in consumer lending, pipeline management or consultative sales preferred.

Responsibilities

• Manage a complex member portfolio, driving lending production and engagement.
• Own the full lending lifecycle: pipeline, origination, closing per policy.
• Serve as primary contact delivering high-touch, concierge-level service.
• Identify and address at-risk members with effective solutions.
• Coordinate with internal partners to resolve complex member issues.
• Provide white-glove onboarding and personalized outreach to new members.

Skills

Relationship focus

Sales

Lending

Financial services

High-touch service

Education

High School or Equivalent

4 Year Bachelor’s Degree in Business, Finance, Communications or related

2 Years of Relationship-focused, sales, lending, or financial services role

2 years of Consumer lending, pipeline management, or consultative sales

Job description

• 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 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.

Education &Years of Experience

• Minimum - High School or Equivalent
• Preferred - 4 Year Bachelors Degree in Business, Finance, Communications or related
• Minimum - 2 Years ofRelationship-focused, sales, lending, or financial services role. Delivering personalized, high‑touch service and building long-term relationships or related
• Preferred - 2 years ofConsumer lending, pipeline management, or consultative sales

License/Certifications/Training

• Required - Illinois P&C License within 60 days of hire

Typical hiring range:‏‏‎ ‎ $47,600.00 to $74,000.00‎ Annually. Actual compensation will be determined using factors such as experience, skills & knowledge.

Benefits: Alliant provides a benefits package including health care, vision, dental, and 401k with employer match including:

• Annual performance bonus
• Work from home up to 3 days a week
• Paid parental leave
• Employee discount programs
• Time off including paid personal and sick days
• 11 paid holidays

*Note that eligibility and cost of benefits can vary depending on the number of regularly scheduled hours, and job status such as regular full‑time, regular part‑time, or temporary employment.

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.

The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.

Equal Opportunity Employer

Essential 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 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.

Education &Years of Experience

• Minimum - High School or Equivalent
• Preferred - 4 Year Bachelors Degree in Business, Finance, Communications or related
• Minimum - 2 Years ofRelationship-focused, sales, lending, or financial services role. Delivering personalized, high‑touch service and building long‑term relationships or related
• Preferred - 2 years ofConsumer lending, pipeline management, or consultative sales

License/Certifications/Training

• Required - Illinois P&C License within 60 days of hire

Compensation & Benefits:

Typical hiring range:‏‏‎ ‎ $47,600.00 to $74,000.00‎ Annually. Actual compensation will be determined using factors such as experience, skills & knowledge.

Benefits: Alliant provides a benefits package including health care, vision, dental, and 401k with employer match including:

• Annual performance bonus
• Work from home up to 3 days a week
• Paid parental leave
• Employee discount programs
• Time off including paid personal and sick days
• 11 paid holidays
• Education reimbursement

*Note that eligibility and cost of benefits can vary depending on the number of regularly scheduled hours, and job status such as regular full‑time, regular part‑time, or temporary employment.

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.

The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.

Equal Opportunity Employer

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.