Senior Account Services Representative

Alliant Credit Union Senior Account Services Representative YesterdaySaved Hybrid Chicago, IL, USA 46K-65K Annually Senior level 46K-65K Annually Senior levelFintech • Financial ServicesProcesses account service requests involving deceased accounts, ownership changes, certificates, IRAs, trusts, loan reconstruction, correspondence, and tax reporting. Performs document indexing, quality control, software release testing, risk remediation, root cause analysis, procedure maintenance, workflow distribution, and new-hire training. Provides internal and external customer service while ensuring compliance with credit union policies, privacy requirements, the Bank Secrecy Act, and applicable laws.Top Skills: Bank Secrecy ActIrs Form 1099-IntPrivacy ActWorkflow Management Software