Experience Inc. Jobs

Job Information

ASSOCIATED BANK NA Operations Technician Descendants in GREEN BAY, Wisconsin

JOB REQUIREMENTS: 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. Guided by our relentless focus on people and desire to actively listen, we strive to create an inclusive culture and uphold equitable practices for our colleagues and community members. We seek to hire people who share our winning spirit and recognize diverse backgrounds, perspectives, and representation as strengths critical to success. If you thrive in an environment where your growth and development are supported and achieving together is valued, then Associated Bank may be the right place for you. We invite you to view the opportunity below. As an Operations Technician in Descendants, 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 deceased\'s social security number until closure or re-titling. 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 deceased\'s social security number until closure or re-titling. 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 Associate\'s Degree Preferred Experience 2-4 years Office Required 3-5 years Office / Operations Preferred In addition to core traditional benefits, we... For full info follow application link. The employment policy of Associated Banc-Corp, and its subsidiaries and affiliates (\"Associated\") provides equal opportunity to all persons. We support a diverse and inclusive work environment where colleagues are respected, treated fairly, and given equal opportunities to perform to their fullest potential. We believe it is only with a diverse and inclusive workplace that the organization can truly perform at its best, carry out its vision, and make a difference for the communities we serve. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/2A07A33CD11B4D0B

DirectEmployers