Deceased Account Specialist II

Company Description

Ent Credit Union exists to improve the financial quality of life of the people we serve. This mission drives us every day, but we are more than our mission. We're also individuals using our unique abilities to make our organization, and the communities we serve, better than they were yesterday. We're a not-for-profit that puts people above profits and actively invests in our community. Our rapidly growing team is expanding our reach to serve more people throughout Colorado. To spread our mission far and wide, we need people like you. If you're interested in a paycheck with a purpose, apply with us today. Our people make the difference, and we truly believe you are our greatest asset.

Job Description

The Deceased Account Specialist assists members, non-members, and Ent employees with the settling of accounts. The Specialist is required to guide survivors through a detailed and accurate process in order to settle the account in a sensitive and timely fashion. The representative must also take into consideration all aspects of the account in order to prevent risk and legal liability to Ent.

Essential Functions

• Maintain Notification of Death Portfolios
• Assessing Risks
• Documentation - Incoming and Outbound
• Calls and Email Correspondence - Incoming and Outbound
• Call Center Support
• Deceased Account Policy and Procedure Updates
• Bank Secrecy Act: Remains cognizant of and adheres to Ent policies and procedures, and regulations pertaining to the Bank Secrecy Act.

Qualifications

Minimum Formal Qualifications for this Position

• High School Diploma/G.E.D. or equivalent
• 2+ year(s) member/account service experience within a financial institution
• Experience processing transactions related to deceased accounts
• Inbound phone experience Pref
• New account experience Pref

Each year of relevant work experience may be exchanged for a year in a relevant degree program or vice versa. For example, a requirement of a bachelor's degree in accounting and 2+ years of account experience could be substituted for a high school diploma and 6 years of relevant accounting work experience or a master's degree in accounting and 0 years of work experience.

Technical or Specialized Knowledge/Skills:

• Mastery of account structure.
• Strong understanding of relevant legal documents, including, but not limited to: Death Certificates, Letters Testamentary, Court Orders for Conservator, Medicaid, Trusts and Social Security Accounts, and Small Estate Affidavits.
• Excellent oral and written communication, including presentation skills.
• Ability to work with money and numbers with accuracy.
• Basic knowledge of standard credit union / banking transaction software applications.
• Excellent organizational skills.
• Must have proficient computer skills, including the ability to use Windows, Microsoft Word and Office, Symitar, Online Banking, and complete multiple tasks utilizing other various data bases.
• (preferred) Experience using Jack Henry Symitar/Episys.

Certifications Required:

• None

Environmental, Physical and Psychological Requirements

• Standing - Occasionally
• Walking - Occasionally
• Sitting - Frequently
• Lifting - Rarely (40 Lbs)
• Carrying - Rarely
• Pushing - Rarely
• Pulling - Rarely
• Balancing - Rarely
• Stooping - Rarely
• Kneeling - Rarely
• Crouching - Rarely
• Crawling - Rarely
• Reaching - Occasionally
• Handling - Occasionally
• Grasping - Occasionally
• Feeling - Occasionally
• Talking - Frequently
• Hearing - Frequently
• Repetitive Motions - Frequently
• Eye/Hand/Foot Coordination - Occasionally
• Noises louder than normal speaking volume - Occasionally
• Temperature Changes - Rarely
• Atmospheric Conditions - Rarely

Additional Information

The pay range for this position is: $20.41 to $25.82 per Hour (S12)

Final compensation for this position will be determined by various factors such as relevant work experience, specific skills and competencies, education, certifications, and internal pay equity.

This position is eligible for our corporate bonus program based on company performance.

We anticipate this position to close on 08/13/2024. Please submit your application at your earliest convenience to be considered.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.

Benefits Summary Sheet 2024