Hybrid Digital Accounts Specialist: Open Member Accounts

Consumers Credit Union

Lake Forest (IL)

Hybrid

USD 29,000 - 43,000

Full time

6 days ago
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Job summary

Consumers Credit Union in Lake Forest, IL is seeking a Digital New Accounts Specialist to help members open accounts through CCU’s digital channels. You will review online applications, verify documents, and ensure accurate setup while serving as a SME across platforms.

This role emphasizes member service over sales, requires a high school diploma and 1+ year of customer service experience, and offers hybrid work with two onsite days weekly at Lake Forest HQ. Bilingual English/Spanish is a plus.

Qualifications

  • High school diploma or equivalent required.
  • 1+ year of customer service or related experience required.
  • Bilingual English and Spanish preferred.

Responsibilities

  • Process and onboard new account and existing member applications through digital channels.
  • Follow up with members on pending accounts to ensure documentation is complete.
  • Provide SME support for new accounts processes and related functionality.
  • Educate members and colleagues on remote channel options and how to apply.
  • Respond to inquiries from the contact center, branches, and internal departments.

Skills

Customer service
Communication skills
Bilingual English/Spanish
Attention to detail

Education

High school diploma or equivalent

Job description

Consumers Credit Union in Lake Forest, IL is seeking a Digital New Accounts Specialist to help members open accounts through CCU’s digital channels. You will review online applications, verify documents, and ensure accurate setup while serving as a SME across platforms.

This role emphasizes member service over sales, requires a high school diploma and 1+ year of customer service experience, and offers hybrid work with two onsite days weekly at Lake Forest HQ. Bilingual English/Spanish is a plus.

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