drjobs Operations Technician - Decedents

Operations Technician - Decedents

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1 Vacancy
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Job Location drjobs

Green Bay - USA

Hourly Salary drjobs

$ 17 - 25

Vacancy

1 Vacancy

Job Description

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported then Associated Bank may be the right place for you.

Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process.

We invite you to view the opportunity below.

As an Operations Technician in Decedents you will be responsible for facilitating the closure and distribution of deceased customers accounts in collaboration with bankers customers and attorneys. Your primary duties will include freezing accounts upon notification of death verifying documentation completeness managing IRA documentation for beneficiaries and overseeing all accounts linked to the deceaseds social security number until closure or retitling. Additionally you will handle tasks such as managing social security returns canceling automatic payments and providing attorney letters with account information.

This person will:

  • Freeze accounts and notify relevant parties upon notification of customer death.

  • Verify completeness and accuracy of documentation required for account closure.

  • Manage IRA documentation for beneficiaries and ensure proper distribution.

  • Oversee all accounts linked to the deceaseds social security number until closure or retitling.

  • Handle tasks such as managing social security returns and canceling automatic payments.

  • Provide attorney letters with detailed account information as needed.

  • Collaborate effectively with bankers customers and attorneys via phone email and written correspondence.

  • Ensure compliance with company policies and procedures and regulatory requirements.

Review the qualifications listed below:


Education
High School Required.
Associates Degree Preferred.

Experience
24 years Office Required.
35 years Office / Operations Preferred.

In addition to core traditional benefits we take pride in offering benefits for every stage of life.

  • Retirement savings including both 401(k) and Pension plans.

  • Paid time off to volunteer in your community.

  • Opportunities to connect with others through our diversityfocusedColleague Resource Groups.

  • Competitive salaries with professional development and advancement opportunities.

  • Bonus benefits including wellbeing programs and incentives parental leaveanemployee stock purchase plan military benefits and much more.

  • Personal banking loan investmentand insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the our community onFacebookLinkedInandX.

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race religion color sex national origin age sexual orientation gender identity disability or veteran status among other factors.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Banks anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application interview and hiring process. Please contactif you need an accommodation at any time during the process.

Associated BancCorp is an Affirmative Action andEqual Opportunity Employer. Associated BancCorp participates in the EVerify Program. EVerify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.

Associated Bank isPay Transparencycompliant.

The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including but not limited to work location skills experience education and qualifications for the role.

$17.00 $25.73 per hour

Required Experience:

IC

Employment Type

Full-Time

About Company

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