Digital New Accounts Specialist

Job Description

Job Description

Join Our Team as a Digital New Accounts Specialist and help members start their journey with CCU!

Are you passionate about helping people, navigating digital tools, and making complex processes feel easier? Join our Digital Platform team as a Digital New Accounts Specialist and help new and existing members open accounts and access the products they need through CCU’s digital channels.

In this role, you will review online deposit account applications, communicate with members, verify documentation, and help ensure each new account is established accurately and efficiently. You will also serve as a knowledgeable resource for colleagues across the credit union while building expertise in digital account-opening systems, identity verification, and fraud-prevention tools.

This is a great opportunity for someone with banking, credit union, branch, or customer service experience who wants to continue helping members in a role that is less focused on sales and hyper-focused on member service.

What You’ll Do

Process and onboard new account and existing member applications and product requests through all digital channels (e.g., online banking and website applications) and qualify applicants for membership to the credit union.

Follow up with members on pending new accounts to ensure appropriate documentation and verifications are complete; ensure system entry and account setup are accurate.

Validate all new member auto approvals have complete and accurate documentation and follow up with members as necessary to complete. Review the pending queue for manual reviews when needed.

Support new account process and application enhancements including authoring or participating in test cases for new and updated functionality. Maintain department resources to capture activity such as progress of current activities and implementation statuses. Act as a Subject Matter Expert (SME) in collaborating with other technical areas to resolve break/fix issues for new accounts processes.

Educate colleagues across the credit union as well as members on remote channel options and the most efficient way to apply for credit union products.

Respond to inquiries from the contact center, branches, and other internal departments to support member requests for new accounts openings.

Make recommendations for process improvements related to member service delivery, minimizing fraud exposure and other departmental efficiencies.

What You’ll Bring

A high school diploma or equivalent is required.

1+ year of customer service or related experience is required. Previous banking, credit union, financial institution, account-opening, or branch experience is preferred.

Familiarity with financial products, working with confidential member information, fraud-prevention tools, or identity-verification processes is preferred.

Excellent verbal and written communication skills. Bilingual English and Spanish communication skills are highly preferred.

A strong commitment to member service and helping people.

Exceptional attention to detail, particularly when reviewing applications and documentation.

The ability to manage multiple priorities, transition between application reviews and phone calls, and maintain accurate notes.

A calm, professional approach when workloads are high or priorities are shifting.

Adaptability and openness to new processes, systems, and continuous improvement.

Strong computer proficiency.

A collaborative approach and willingness to support teammates during periods of high volume or planned time away.

Why You’ll Love This Role

• Hybrid flexibility: A minimum of 2 days/week onsite at our HQ in Lake Forest; remaining days are work from home creating a nice work-life harmony.
• Meaningful member impact: Help people complete the account-opening process and begin or expand their relationship with CCU.
• No traditional sales pressure: This is a service and application-support role without sales goals.
• Supportive team environment: Join a collaborative team that shares knowledge, covers for one another, and works together during high-volume periods.
• Exposure to evolving technology: Build expertise in current digital systems while helping the team prepare for future enhancements and implementations.
• CCU is a certified top employer: Join an organization that has received numerous workplace recognitions.  

Compensation

The range for this role is $20.16-$30.25 per hour and it’s eligible for an annual bonus opportunity. A specific compensation offer considers factors including but not limited to skill sets, experience and training, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range and compensation decisions are dependent on the facts and circumstances of each case.

Consumers Credit Union provides eligible employees an opportunity to participate in our medical (High Deductible, HMO and PPO), dental, vision, spending accounts, short-term disability, long-term disability, life insurance and other plans effective date of hire. You will be eligible to participate in the 401(k) savings plan at any time. You will be automatically enrolled in the pension plan following six months of employment and 1,000 hours of service and reaching age 20.

For more information about benefit offerings, please visit our careers page: -we-do/careers

About CCU

Founded in 1930 and headquartered in Lake Forest, IL, Consumers Credit Union has $4.6 billion in assets and serves more than 285,000 members, making it one of the largest credit unions in the state. CCU believes that nobody needs banks on every corner, but everyone needs people who are in their corner. We’ve been recognized as a Great Place to Work®, and we’re committed to growing both our business and our people. To learn more, visit myconsumers.org

Equal Opportunity Employer

CCU complies with the requirements and spirit of the law in the implementation of all facets of equal opportunity in employment. There will be no discrimination on the basis of race, ancestry, color, religion, sex, sexual orientation, gender identity, marital status, pregnancy, age, national origin, citizenship, disability, genetic information, military status (including unfavorable discharge from the military), criminal or arrest history (unless job related), crime victim status, or any other protected characteristic in the recruitment, selection, training, utilization, promotion, termination, or any other employment actions or term and condition of employment. CCU complies with applicable state and local laws governing non-discrimination in employment in every location in which CCU has facilities.

We are committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. If reasonable accommodation is needed to participate in the job application or interview process please contact our Human Resources team at: View email address on ziprecruiter.com or View phone number on ziprecruiter.com.