Job Description

Who you are:

You are a perceptive and accurate individual that excels when handling sensitive situations. You understand the delicate nature of decedent accounts and are passionate about helping people and doing what is right.

A typical week might include the following:

Service ‘deceased’ accounts, collect documentation, privacy considerations, prioritize deceased files, maintain sensitive call handling, perform account ownership changes, and other daily execution of legal and account related tasks in accordance with applicable regulations. 

Actively work deceased accounts and perform account maintenance including primary name switch, ACH debit and credit move, bill pay payee set up, debit card maintenance, auto transfer, draft lookup changes, FinCEN314a processing, etc. Adhere to a 45-60 day turnaround time, working closely with management to provide updates. 

Initiate and support deceased relations communications including handling sensitive calls while maintaining member privacy regulations throughout all written and verbal communication.

Build tracking folders to support cases for ease in accessing and resolving case status.

Execute Death Notification Entries (DNE) and Reclamations, and process affiliated ACH returns or check requests within the established procedure.

Review Trust/ Estate and related documentation for processing.

Perform other job duties as assigned.

This role might be right for you if you have:

High School Diploma or G.E.D.

1 year of experience in a financial institution. 

Experience providing telephone support to branches, departments, and other financial institutions and processing partners/vendors.

Ability to process high volumes of work with minimal errors and maneuver within multiple operations systems simultaneously.

Solid understanding of Microsoft Outlook suite. 

Bonus points if you have:

Knowledge of regulatory and privacy compliance.

About us:

We are considered leaders in the credit union space, and we are growing like crazy. We’ve got a culture focused on smarts, kindness, continual learning... and our people love it. A full 93% of our employees would recommend us to their friends. Come find out why!

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided a reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request an accommodation.



Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

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