Provide consultative service and support to credit union members via telephone. Process financial transactions of simple to moderate complexity on member’s accounts, resolve member issues, evaluate and identify the member’s financial needs with compassion and care. Build relationships with members in order to provide assigned levels of member service and satisfaction, and targeted referrals to internal business partners that result in deeper relationships. Use de-escalation skills and reliance on technical knowledge of credit union products, policies and regulatory compliance to handle call types that include but not limited to account maintenance assistance like processing payments, account balance inquiries, opening or closing memberships, debit card PIN reset and money transfers.
Essential Responsibilities
- Handle routine to moderately complex member inquiries with a goal of first call resolution and limited escalation by leveraging departmental tools by handling call types such as account maintenance assistance like processing payments, account balance inquiries, opening or closing memberships, debit card PIN reset and money transfers.
- Process financial transactions on member’s accounts in an efficient and effective manner.
- Review, qualify, open and close deposit accounts and ATM/debit cards.
- Complete money transfers and assist with check withdrawals.
- Decision fee-refunds within defined relationship parameters.
- Act as a member advocate and handle difficult conversations with professionalism and courtesy.
- Resolve member’s concerns while ensuring regulatory compliance.
- Meet or exceed individual performance and member satisfaction targets within department.
- Build partnerships with management and peers in contributing to a productive team environment.
Education
- Minimum - High School or Equivalent
- Preferred - 4 Year Bachelors Degree in Business, Finance or Related
Years of Experience
- Minimum - 1 Year Banking, Retail, Customer Service or Related
- Preferred - 1 Year Call Center within a Financial Services Environment
Provide consultative service and support to credit union members via telephone. Process financial transactions of simple to moderate complexity on member’s accounts, resolve member issues, evaluate and identify the member’s financial needs with compassion and care. Build relationships with members in order to provide assigned levels of member service and satisfaction, and targeted referrals to internal business partners that result in deeper relationships. Use de-escalation skills and reliance on technical knowledge of credit union products, policies and regulatory compliance to handle call types that include but not limited to account maintenance assistance like processing payments, account balance inquiries, opening or closing memberships, debit card PIN reset and money transfers.
Essential Responsibilities
- Handle routine to moderately complex member inquiries with a goal of first call resolution and limited escalation by leveraging departmental tools by handling call types such as account maintenance assistance like processing payments, account balance inquiries, opening or closing memberships, debit card PIN reset and money transfers
- Process financial transactions on member’s accounts in an efficient and effective manner
- Review, qualify, open and close deposit accounts and ATM/debit cards
- Complete money transfers and assist with check withdrawals
- Decision fee-refunds within defined relationship parameters
- Act as a member advocate and handle difficult conversations with professionalism and courtesy
- Resolve member’s concerns while ensuring regulatory compliance
- Build partnerships with management and peers in contributing to a productive team environment
Education & Years of Experience
- Minimum - High School or Equivalent
- Minimum - 1 Year Banking, Retail, Customer Service or Related
- Preferred - 1 Year Call Center within a Financial Services Environment
Compensation & Benefits:
Salary range: $22.00 per hour. Actual compensation will be determined using factors such as experience, skills & knowledge.Benefits: Alliant provides a benefits package including health care, vision, dental, and 401k with employer match including:
Additional Benefits:
- Employee discount programs
- Time off including paid personal and sick days
- 11 paid holidays
- Education reimbursement
Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.
The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- High school diploma or equivalent
- At least 1 year of banking, retail, customer service, or related experience
- Bachelor’s degree in Business, Finance, or a related field
- At least 1 year of call center experience in a financial services environment
What the Team is Saying
Alliant Credit Union Compensation & Benefits Highlights
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Retirement Support — A 401(k) match of 100% on the first 5% of pay with immediate vesting is highlighted, signaling a standout retirement offering. Donation matching and financial perks further bolster long‑term financial security.
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Healthcare Strength — Medical and dental coverage paired with company‑paid vision and employer HSA contributions are repeatedly emphasized, alongside mental‑health apps and disability/life insurance. Two medical plan options with HSA funding point to a robust core health package.
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Leave & Time Off Breadth — Generous PTO with 11 paid holidays, 8 hours of volunteer time, and up to six weeks of paid parental leave are consistently called out. These provisions underscore strong support for time away from work.
Alliant Credit Union Insights
What We Do
Alliant is unlike any other financial institution — a digital credit union that wows our members. We’re boldly disrupting banking norms to do good for our members, employees and communities. With 90 years of history and more than $19 billion in assets, Alliant Credit Union is the largest credit union in Illinois and one of the largest in the U.S. Our industry-leading financial products, seamless digital experiences and exceptional customer service make banking simpler for our 900,000+ members. Fully digital, fully human and full of possibility, we work to provide our members with experiences that redefine the financial industry, challenge the status quo and unleash brilliance.
Why Work With Us
Our employees enjoy a hybrid schedule, allowing for flexible remote work and purpose-driven, outcome-focused onsite opportunities. Driven by Alliant's guiding principles and values, employees across all teams build together to provide our members with industry-leading financial products, seamless digital experiences & exceptional customer service.
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Alliant Credit Union Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Alliant offers a purpose-driven, outcome-focused hybrid workplace model.
