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Bereavement Services Coordinator
2 months ago
Position Overview:
The Bereavement Services Coordinator plays a crucial role in assisting families, executors, and administrators with the management of deceased deposit accounts and consumer loans. This position involves both virtual and face-to-face interactions to ensure sensitive and efficient handling of inquiries.
Key Responsibilities:
1. Process requests related to deceased accounts with empathy and professionalism.
2. Guide families through the necessary steps for managing financial matters post-death.
3. Handle probate filings and ensure compliance with relevant regulations.
4. Provide exceptional member service by addressing concerns and questions effectively.
Qualifications:
Experience in retail banking or a related field is preferred, along with strong communication skills and a compassionate approach to customer service.
