Banking Services Operations Associate IV - Estate Services

Job description

Overview: Provides first line consumer support to internal and external customers across moderately complex products requiring knowledge of pertinent products, a broad spectrum of legal documents, and pertinent regulations. Primary Responsibilities: - Respond to inquiries from the Estates and/or surviving account holders of deceased customer regarding less complex, single-product, account relationships. - Complete document review of various jurisdiction-specific legal documents supporting the death of a customer and the management of their estate such as Probated Last Will and Testaments, Letters of Administration, Letters of Testamentary, and various affidavits. - Process system updates to a single system of record ensuring appropriate credit bureau coding is complete. - Work with internal business partners, including credit underwriting, Financial Crimes, the Retail Branch network, the Telephone Contact Center, Retail Servicing, and Customer Asset Management to resolve moderately complex servicing issues. - Provide timely written communication to customers responsive to their inquiries. - Complete daily quality control review of activities to ensure accuracy. - Maintain data and...