Deceased Account Specialist II
3 weeks ago
Deceased Account Specialist Role
At Ent Credit Union, we are seeking a skilled Deceased Account Specialist to join our team. The successful candidate will be responsible for assisting members, non-members, third parties, and Ent employees with the settling of accounts. This role requires a high level of empathy and precision, as the Specialist will guide survivors through the account settlement process.
Key Responsibilities
* Maintain Notification of Death Portfolios
* Assess Risks
* Documentation - CRM, Letters, Emails
* Handle Calls and Email Correspondence - Incoming and Outbound
* Recommend Deceased Account Policy and Procedure Updates
* Bank Secrecy Act: Remain cognizant of and adhere to Ent policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Requirements
* Effective communication skills to interact with members, non-members, third parties, and Ent employees via phone, CRM, email, and letters
* Ability to work independently and as part of a team
* Strong analytical and problem-solving skills
* Proficiency in CRM software and other relevant tools
If you are a detail-oriented and empathetic individual with excellent communication skills, we encourage you to apply for this role.
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