Alliant Credit Union, the largest credit union in Illinois, is seeking an Account Services Representative to work at our headquarters location in Des Plaines, IL.
Process ownership changes including multiple owners add/delete, beneficiary designation, and address change requests. Review change request form for account agreement regulatory compliance. Verify authorized signatures, listed information and address for Fraud management. Validate and compare existing account information to requested change for quality service standards.
Responds to faxed in requests for verification of deposits from other financial institutions.
Process new membership application, validate applicant for basis of membership eligibility. Reviews the mailed in and web application and all necessary documentation to support eligibility for membership. Contact applicant by phone, email or mail for additional information when needed. Verify authorized signatures, listed information and address for Fraud management. Sends out supporting documents when membership has been successfully established.
Opens and sorts mail in Payment Processing on Mondays and day after a holiday.
Retrieve statements for internal and external customer when not available on OTG.
Initiate wide range of account related written and verbal communications with members as required by quality service and notification standards. Research and review new member packets, secured SST access as well as SkyBranch access.
High school graduate (college preferred)
Minimum one year experience in processing or customer service.
Basic knowledge in Microsoft Excel and Word.
Requires strong verbal and written communications skills, member service and quality focus, with the ability to work independently.