Digital New Accounts Specialist

At Consumers Credit Union, we’re not just “The People in Your Corner,” we’re a certified Great Place to Work! We're currently looking for a Digital New Accounts Specialist. You’ll be the first impression for our new members! This is a great opportunity where you will utilize your excellent customer service, attention to detail, and communication skills.

As a Digital New Accounts Specialist, you’ll assist new and existing members with new membership and product needs through all digital channels including online banking, website, and email. This includes account set up, responding to member inquiries, and educating members on how to best access and utilize their accounts.

Schedule/Location:

• Ability to work Monday – Friday during operation hours: 8am-6pm
• This is a “flex” position with work from home days along with onsite days based at our Lake Forest corporate office.
  • Local Northern IL/Southeastern WI candidates only!

Main Responsibilities:

• Initiating, processing, and onboarding new account and existing member applications and product requests through all digital channels (e.g., online banking, website, email applications) and qualifying applicants for membership to the credit union.
• Following up with members on pending New Accounts to ensure appropriate documentation and verifications are complete, ensuring system entry and account setup are accurate.
• Validating all new member auto approvals have complete and accurate documentation and following up with members as necessary to complete. Reviewing the pending queue for manual reviews when applicable.
• Supporting new account process and application enhancements including authoring or participating in test cases for new and updated functionality. Maintaining department resources to capture activity such as progress of current activities and implementation statuses. Acting as a Subject Matter Expert (SME) in collaborating with other technical areas to resolve break/fix issues for New Accounts processes.
• Responding to inquiries from internal departments to support member requests for New Accounts openings. Educating colleagues as well as members on remote channel options and the most efficient way to apply for credit union products.
• Making recommendations for process improvements related to member service delivery, minimizing fraud exposure and other departmental efficiencies. Adhering to all appropriate policies, procedures, compliance requirements and quality control standards.

Qualifications:

• HS Diploma or GED
• 1+ years’ experience in customer service or related
• High proficiency and comfort level with computer systems/software applications
• Professional verbal and written communication skills
• Excellent attention to detail, problem solving, and follow up skills
• Self-directed and independent worker
• Thrive on being helpful, positive, acting with integrity, and embracing inclusion and diversity

With CCU you’ll enjoy:

A stable, growing, well-managed company with a bright future. A sincere commitment to our core values: Be Helpful, Act with Integrity, Be Transparent, Keep it Simple, Be Positive, Embrace Inclusion and Diversity. A belief in developing our employees to their fullest potential. And total rewards that include competitive pay and other benefits:

• FREE: basic life insurance, short-term and long-term disability insurance, employee-only fitness center.
• Multiple plan options for medical and dental, vision coverage, tax-advantaged spending accounts, employee assistance program, tuition assistance, student loan assistance, paid parental leave, and more.
• Generous Paid Time Off (accrue up to 4 weeks during your first year!) + 11 company paid holidays + CCYou Day - a paid day off for you to focus on your wellbeing.

More about CCU:

We’re Consumers Credit Union (CCU) and we’re The People in Your Corner.

We’re a financial institution just like a bank, except not exactly. Banks have customers, but because we’re a not-for-profit, member-owned credit union, we have members. And because we’re not a bank, we don’t drive up profits just because shareholders demand it. Instead, we focus on driving up member happiness through low loan rates, high deposit rates and low- or no-fee products and services. We focus on things like transparency, simplicity, helpfulness, integrity, positivity and inclusion – and we always put our members first.

In fact, we serve over 200,000 members and have over $3 billion in assets. We employ nearly 500 people in the Chicago area and operate 14 branch locations in Illinois. We offer access to a national shared branching network, and more than 80,000 surcharge-free ATMs worldwide. And although we’ve been around for over 90 years, we’re just getting started!

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: HR_Dept@myconsumers.org or 877-275-2228.