Member Benefits Specialist

Description

Alliant Credit Union, the largest credit union in Illinois,  is looking for a dependable and professional individual to join our In-bound Call Center. This individual will be empowered to handle and resolve issues involving member accounts via the telephone.

Responsibilities include:

Service Delivery & Relationship Development:

Independently handles routine and more complex member inquiries with a goal of first-point-of-contact call resolution and limited escalation. Processes financial transactions on member’s accounts: wire transfers, telephone-based payments, funds-transfers, account disbursements, and product and service maintenance.

Review, qualify, open and close deposit accounts and ATM/debit cards

Decision fee-refunds within defined relationship parameters.

Assist management in identifying opportunities to increase service quality and escalates high-level member issues and concerns to internal business partners.

Act as a member advocate at all times and consistently meets or exceeds individual member satisfaction targets within department.

 

 

 Sales:

Responsible for meeting and exceeding individual and team relationship sales targets.

Identify and evaluate member’s financial needs from members within the Sales Tracking and Referral System and recommend the appropriate product solutions and services using needs-based sales techniques.

Make consumer loan, mortgage, and investment referrals to internal business partners that result in increased balance growth. Participate in targeted product campaigns and achieves individual product sales targets for deposit accounts and VISA originations.

 

 

 Project Support & Special Initiatives:

Supports internal testing of product and system enhancements.

May provide back-up for other Front-Line channels, including branch service and business development events.

Participate in employee focus groups. May assist in the training and on-boarding of

new member benefits specialists. 

 

 

Work is performed in a highly organized restrictive environment requiring extended periods of time at a fixed work position in answering telephone calls within established regulations, procedures, performance and productivity standards.

 

Alliant Credit Union, is a growing and progressive organization with more than 70 years in business.  We offer a comprehensive benefits package (includes reimbursements for tuition, travel, and more) and encourage professional development.

Requirements

High school graduate plus two years’ satisfactory work experience including public contact, general cashiering, clerical and typing skills. Financial institution experience a plus.

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