Servicing Operations Estate Specialist

Citizens Financial Group•Johnston, RI

9d•Onsite

About The Position

The Servicing Operations 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.

Requirements

1 year of work experience preferred
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.
High School or equivalent is required

Nice To Haves

Associate degree preferred.

Responsibilities

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.