Member Care Specialist - Financial Services

Alliant Credit Union; Chicago (IL); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

Health care

Vision

Dental

401k with employer match

Education reimbursement

Paid time off

Paid holidays

Employee discounts

Job summary

Alliant Credit Union in Chicago seeks a dedicated Member Service Specialist to provide consultative service to credit union members via telephone and to process simple to moderate financial transactions on member accounts.

You will build relationships, refer members to internal partners, and use de-escalation skills and knowledge of credit union products and policies to resolve issues while ensuring compliance and member satisfaction.

Qualifications

• Minimum - High School or Equivalent
• Preferred - 4 Year Bachelors Degree in Business, Finance or Related
• Minimum - 1 Year Banking, Retail, Customer Service or Related
• Preferred - 1 Year Call Center within a Financial Services Environment

Responsibilities

• Handle routine to moderately complex member inquiries with a goal of first call resolution.
• Process financial transactions on member’s accounts efficiently.
• Review, qualify, open and close deposit accounts and ATM/debit cards.
• Complete money transfers and assist with check withdrawals.
• Resolve member concerns while ensuring regulatory compliance.
• Meet or exceed individual performance and member satisfaction targets.
• Build partnerships with management and peers.

Skills

Customer service

De-escalation

Regulatory compliance

Education

High School or Equivalent

Bachelor's Degree in Business/Finance or Related

Job description

Alliant Credit Union in Chicago seeks a dedicated Member Service Specialist to provide consultative service to credit union members via telephone and to process simple to moderate financial transactions on member accounts.

You will build relationships, refer members to internal partners, and use de-escalation skills and knowledge of credit union products and policies to resolve issues while ensuring compliance and member satisfaction.