Senior Account Services Representative

Job Description

Job Description

Responsible for processing work requests through mail and e-mail channels. The incumbent serves as a primary point of contact for processing deceased accounts, certificates, IRAs, and trust accounts. Leads tax reporting testing and validation. Resources to do the job require reliance on knowledge of credit union policies and procedures. Immediate supervision is received from the Supervisor of Account Services.

Essential 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 escalate 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

Education & Years of Experience

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

Compensation & Benefits:

Typical hiring range:‏‏‎ ‎ $46,100.00 to $65,300.00‎ Annually. 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:

• Annual performance bonus
• Work from home up to 3 days a week
• Paid parental leave
• Employee discount programs
• Time off including paid personal and sick days
• 11 paid holidays 
• Education reimbursement

*Note that eligibility and cost of benefits can vary depending on the number of regularly scheduled hours, and job status such as regular full-time, regular part-time, or temporary employment.

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.