Citizens
Join to apply for the
Servicing Operations Estate Specialist
role at
Citizens
Description 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
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.
Perform advanced clerical operations tasks that are routine and/or repetitive in nature in a fast‑paced environment.
Utilize methods, procedures and knowledge of the business unit's product(s) and application(s).
Have 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.
Determine the source of problems and work 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.
Have the ability to multitask, prioritize, cross‑train within the department and assume additional responsibilities as requested by management.
Minimum Qualifications
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.
Education
High School or equivalent is required; Associate degree preferred.
Hours & Work Schedule
Hours per Week: 40.
Work Schedule: 8:00 AM-4:30 PM ET- Monday - Friday, with required OT (overtime) as needed, in office 4 days per week.
Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for Us At Citizens, you'll find a customer‑centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.
Posting End Date: 01/16/2026
#J-18808-Ljbffr
Servicing Operations Estate Specialist
role at
Citizens
Description 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
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.
Perform advanced clerical operations tasks that are routine and/or repetitive in nature in a fast‑paced environment.
Utilize methods, procedures and knowledge of the business unit's product(s) and application(s).
Have 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.
Determine the source of problems and work 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.
Have the ability to multitask, prioritize, cross‑train within the department and assume additional responsibilities as requested by management.
Minimum Qualifications
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.
Education
High School or equivalent is required; Associate degree preferred.
Hours & Work Schedule
Hours per Week: 40.
Work Schedule: 8:00 AM-4:30 PM ET- Monday - Friday, with required OT (overtime) as needed, in office 4 days per week.
Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for Us At Citizens, you'll find a customer‑centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.
Posting End Date: 01/16/2026
#J-18808-Ljbffr