Senior Account Services & Deceased Accounts Specialist

Alliant Credit Union; Chicago (IL); Hybrid; USD 46,000 - 65,000; 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

Job summary

Alliant Credit Union is seeking an Account Services Associate to process work requests via mail and e-mail, handling deceased accounts, IRAs, trusts, and ownership changes under supervision. The role relies on knowledge of credit union policies and procedures and supports daily workflow and training.

Responsibilities include processing tax forms (1099INT), testing software releases, responding to risk inquiries, and driving process improvements with management.

Qualifications

• Minimum -High School or Equivalent
• Minimum - 2 Years ofCustomer, Service Focused or related

Responsibilities

• Provide service to internal and external customers
• Complete loan reconstruction by creating share and loan products applicable under the new account number
• Process death notification entries and daily deceased reporting
• Processes ownership changes including adding or deleting joint owners, beneficiary designation, and address change requests
• Index confidential documents using workflow management and perform quality control of required documents
• Process member correspondence related to account research, general inquiries, verification of deposit and statement requests
• Assist in distribution of daily workflow and new hire training
• Process IRS reported tax dividend form 1099INT
• Participates in testing of software releases and enhancements making appropriate
• Participate and respond to Business Risk inquiries and assist with business remediation efforts
• Conduct root cause analysis, create summaries and/or process documents detailing remediation activities and elevate issues to management
• Ensure department procedures are maintained and up to date
• Update Knowledge Base as appropriate based on remediation outcomes
• Identify continuous operational improvement opportunities and service efficiency initiatives; recommend solutions, and champion the implementation of agreed upon changes with management support

Skills

High School or Equivalent

Customer Service 2+ yrs

Job description

Alliant Credit Union is seeking an Account Services Associate to process work requests via mail and e-mail, handling deceased accounts, IRAs, trusts, and ownership changes under supervision. The role relies on knowledge of credit union policies and procedures and supports daily workflow and training.

Responsibilities include processing tax forms (1099INT), testing software releases, responding to risk inquiries, and driving process improvements with management.