Security Service Federal Credit Union · 6 hours ago
Sr. Survivors Assistance Specialist
San Antonio, TX
Full-time
Onsite
Senior Level
5+ years expSecurity Service Federal Credit Union is seeking a Sr. Survivors Assistance Specialist to assist members' beneficiaries upon the member’s death. The role involves providing guidance, processing transactions, and ensuring the rights and account records of the deceased accountholder are protected.
Financial Services
Responsibilities
Assists members via telephone, e-mail, and written correspondence to provide guidance to SSFCU member’s beneficiaries upon the member’s death and serves as a liaison between the insurance companies and members regarding credit life and disability insurance claims
Provides courteous and empathetic services to all family members of the deceased accountholder and ensures their rights and account records are protected from third party disclosure
Independently processes a variety of transactions and inquiries in accordance with established policies and procedures
Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization’s Values
Qualification
Required
High school diploma or equivalent
Minimum five (5) years of experience in a financial institution with a minimum of two (2) years in credit life and/or disability claims filing or an equivalent area
Specialized experience in Trust account rules and regulations as well as familiarity with court documents required in settlement of deceased accounts
Must have good problem solving and negotiation skills
Requires ability to work and thrive in a high volume environment
Must have good interpersonal skills including good verbal and written communication skills of a professional nature
Preferred
Strong time management and tasks prioritization skills
Good organizational skills and attention to detail are essential
Works in a group environment and independently with limited supervision
Follow work schedule utilizing correct auxiliary codes while adhering to attendance and punctuality policy
Ability to be flexible and quickly adapt to changing business needs and processes
Company
Security Service Federal Credit Union
Security Service Federal Credit Union gives financial products and services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Aaron Leek
Executive Vice President / Chief Operating Officer
Recent News
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