Banking Services Operations Associate Iv - Estate Services
Montytait
Buffalo, New York, United States of America
Base: $20.55 - $34.25 hourly; bonus/equity: not sp...
Not specified
Consumer support for moderately complex products
Legal document review
System updates and credit bureau coding
Montytait is seeking a Banking Services Operations Associate IV for Estate Services to provide consumer support related to deceased account holders. The role requires knowledge of legal documents and regulations, with responsibilities including document review, system updates, and collaboration with various internal teams
Job Summary
Provides first line consumer support to internal and external customers across moderately complex products requiring knowledge of pertinent products, a broad spectrum of legal documents, and pertinent regulations.
Respond to inquiries from the Estates and/or surviving account holders of deceased customer regarding less complex, single-product, account relationships.
Maintain data and provide reporting for internal examinations, federal and state regulatory reviews related to estate servicing.
Matching Summary
Match Score: 75
Montytait is seeking a Banking Services Operations Associate IV for Estate Services to provide consumer support related to deceased account holders. The role requires knowledge of legal documents and regulations, with responsibilities including document review, system updates, and collaboration with various internal teams.
Salary
Base: $20.55 - $34.25 Hourly; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Consumer support for moderately complex products
Legal document review
System updates and credit bureau coding
Written communication to customers
Daily quality control review
Risk and regulatory standards adherence
Nice-to-have
Promote an environment that supports belonging
Reflects the M&T Bank brand
Key Requirements
Associate's Degree and 1 year work experience or 3 years higher education/work experience