Relationship Resolutions Specialist II

Exciting • Phoenix, AZ

6d

About The Position

The Relationship Resolutions Specialist II is responsible for the servicing of the deceased, trust and estate account related tasks, document collecting, privacy considerations, organization of deceased cases, sensitive call handling, performing account ownership changes and daily completion of account related tasks in accordance with applicable regulations etc. What you will do here: Actively work Deceased Member cases, initiate and support deceased related communication and maintenance. Actively work Trust documentation received from members, branches and Wills and Trusts to maintenance the account at the members request. Actively work Estate documents received from members, deceased member’s family and branches to maintenance the account at the member’s or families request. Create and organize tracking folders to support each case for ease in accessing and determining the case status. Execute the Death Notification Entries (DNE) and Reclamations and process any affiliated ACH returns or check requests with procedures. Track the status for all daily work. Perform other job duties as assigned.

Requirements

• High School Diploma or GED required.
• 2+ years experience in a financial institution required
• Knowledge of regulatory and privacy compliance preferred.
• Working knowledge of Microsoft Outlook suite required.
• Process high volumes of work with minimal errors required.
• Must possess an aptitude for strong deadline commitments, excellent organizational skills, ability to work independently with minimal supervision, good decision making, and detail oriented required.
• Able to handle multiple task assignments simultaneously with above average problem solving skills with excellent organization skills and process with accuracy required.
• Excellent written/verbal communication skills and experience providing telephone support to branches, departments, and other financial institutions and processing partners/vendors required.
• Must be able to maneuver within multiple operations systems simultaneously required.
• Require flexibility with scheduling plus ability to meet the department demands, changes, and deadlines with short notice required.

Responsibilities

• Actively work Deceased Member cases, initiate and support deceased related communication and maintenance.
• Actively work Trust documentation received from members, branches and Wills and Trusts to maintenance the account at the members request.
• Actively work Estate documents received from members, deceased member’s family and branches to maintenance the account at the member’s or families request.
• Create and organize tracking folders to support each case for ease in accessing and determining the case status.
• Execute the Death Notification Entries (DNE) and Reclamations and process any affiliated ACH returns or check requests with procedures.
• Track the status for all daily work.
• Perform other job duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees