Servicing Ops Estate Specialist

Description

Servicing Ops Estate Specialist will be responsible for creating positive interactions with customers during a sensitive time, whether that’s delivering an empathetic service experience or helping to problem-solve. This specialist will assist estates and representatives of customers with various requests by phone and branch colleagues by chat. These requests will include various inquiries or maintenances pertaining to: notifying the bank of death, obtaining information on the account(s), state reporting, and disbursing funds. This position requires the capability to provide service via phone or chat in a fast-paced environment with complex subject matter while complying with varying legal and regulatory requirements. The candidate will have the ability to collaborate, problem solve, and provide compassionate and empathetic support to customers during moments that matter.

Primary responsibilities include:

• Field a variety of incoming external calls or internal chats with a passion to deliver high quality solutions for estates and representatives of customers.
• Help customers and representatives improve their banking experience by providing E2E “white glove” customer service for loans and deposit products and services.
• Performs advanced clerical operations tasks that are routine and/or repetitive in nature in a fast-paced environment.
• Utilizes methods, procedures and knowledge of the business unit's product(s) and application(s).
• Strong active listening and problem-solving abilities, persistent empathy when interacting with client families.
• Liaise with colleagues, beneficiaries, family members, and legal representatives to gather required documents, and provide information and support during account processing and closure.
• Research and respond to inquiries related to deceased accounts and provide timely updates on processing status. 
• Determines the source of problems and works to resolve them accurately and within service level agreements.
• Ensure all transactions are compliant with applicable laws and regulations.
• Maintain accurate, detailed records and documentation related to communications and the processing of decedent accounts.
• Work closely with other departments, including legal, OOC, and branches to facilitate efficient processing and resolve issues.
• Ability to multitask, prioritize, cross train within the department and assume additional responsibilities as requested by management.

Minimum Qualifications:

• 1 year of work experience
• Customer Service in Banking/Banking Operations experience preferred.
• Ability to complete repetitive tasks in an accurate and timely manner.
• Ability to thrive in a fast-paced, heavily governed environment.
• Ability to plan & prioritize daily responsibilities and manage multiple tasks. 
• Accuracy and strong attention to detail.
• Strong written and verbal communication skills.
• Strong active listening & problem-solving skills with a customer-oriented mindset.
• Ability to demonstrate past success in being coachable with a ‘can do’ positive attitude and being a team player.
• Beginner to intermediate in Microsoft (MS) Office tools including Outlook, Excel, & Word.
• Willingness to provide processing support via phone and chat.
• Ability to work directly with customers and provide an empathetic experience. 

Education:

• High School or equivalent is required; Associate degree preferred.

Hours & Work Schedule:

• Hours per Week: 40 
• Work Schedule: 8:00 AM-5:00 PM ET- Monday - Friday, with required OT (overtime) as needed.

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens), provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability, or history or record of a disability, ethnicity, gender, gender identity or expression, transgendered and transitioning individuals, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day and where all are expected to be treated with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. We perform our best so we can do more for our customers, colleagues, communities and shareholders.