U.S. Bank Lead Decedent Account Processor - St. Louis, MO in Saint Louis, Missouri
At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. 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.
This position is responsible for working with bankers and other U.S. Bank employees to resolve beneficiary files within CD/IRA services. Acts as a leader to decedent team members and escalation for internal contacts. Coordinates training activities with various decedent team members to ensure that customer's products and services are successfully implemented in a timely, accurate, and efficient manner. Resolves issues relating to missing or conflicting product information and documentation by communicating and coordinating efforts with customers, sales staff, relationship managers, operations, bankers, and/or legal staff where applicable. Performs risk related reviews for applicable beneficiary files I an effort to limit or eliminate potential risk for the bank.
Bachelor's degree, or equivalent work experience
Three to five years of clerical and/or customer service experience
Thorough knowledge of the organization, products, services and systems
Ability to manage multiple tasks/projects and deadlines simultaneously
Ability to identify and resolve/escalate complex problems with minimal guidance
Excellent interpersonal, verbal and written communication skills
Proficient computer skills, especially Microsoft Office applications
Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.
Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting usbank.com/careers (https://www.usbank.com/careers/index.html) .
EEO is the Law
Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) poster.
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://www.usbank.com/careers/verification-of-eligibility-for-employment.html) .
Our 74,000 employees work across departments to help our millions of retail, business, wealth management, payment, commercial and corporate, and investment services customers across the country and around the world turn their dreams into reality. Our employees are empowered to create change and drive our future, and we pride ourselves on diligently and ethically upholding U.S. Bank’s best-in-class financial record and legacy of more than 150 years in banking. Most importantly, we put people first, cultivating and treasuring meaningful relationships with the customers we serve, the colleagues we support and the communities where we live and work.