Manage a broader and more complex member portfolio independently. Deliver lending production, deepen relationships, and serve as a trusted advisor across multiple member life stages. Build, manage, and deepen relationships with members through high-touch, personalized service and consultative lending expertise. Serve as a primary point of contact and trusted advisor for assigned members, support them across key financial moments while driving lending production, engagement, and retention.
Own the full lending lifecycle, including pipeline management, origination, and closing in alignment with Alliant policies
Serve as the primary point of contact for assigned members, delivering high-touch, concierge-level service
Act as a retention resource by identifying and addressing at-risk members with effective solutions
Resolve complex member issues by coordinating across internal partners to ensure timely, seamless outcomes
Serve as the first point of contact for assigned employment partnership groups, ensuring a seamless onboarding and integration experience
Provide white-glove service to newly onboarded members, guiding adoption through personalized outreach, education, and proactive outreach engagement
Act as a liaison between members and internal teams, removing friction and ensuring a consistent, high-quality onboarding journey
Deliver curated product and lending solutions aligned to member needs, accelerating early relationship value and long-term engagement
Maintain accurate documentation of member interactions and follow-ups within required systems
Contribute to team effectiveness by sharing best practices and supporting continuous improvement
Consistently deliver a “WOW” member experience by anticipating needs, exceeding expectations, and building lasting trust in every interaction
Education &Years of Experience
Minimum: High School or Equivalent
Minimum: 2 — Relationship-focused, sales, lending, or financial services role. Delivering personalized, high-touch service and building long-term relationships or related
Preferred:
4 Year / Bachelors Degree — Business, Finance, Communications, or related
License/Certifications/Training
Required: Illinois P&C License within 60 days of hire
Required:
NMLS registration within 30 days
Typical hiring range: $41,900.00 to $59,400.00 Annually with incentive plan. 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:
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
*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.
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.
