We use cookies. Find out more about it here. By continuing to browse this site you are agreeing to our use of cookies.
#alert
Back to search results

Operations Technician - Decedents

Associated Bank - Corp
parental leave, paid time off, 401(k)
United States, Wisconsin, Green Bay
433 Main Street (Show on map)
Feb 14, 2025

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.

We invite you to view the opportunity below.

As an Operations Technician in Decedents, 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 take pride in offering benefits for every stage of life.

  • Retirement savings including both 401(k) and Pension plans.

  • Paid time off to volunteer in your community.

  • Opportunities to connect with others through our diversity-focusedColleague Resource Groups.

  • Competitive salaries with professional development and advancement opportunities.

  • Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.

  • Personal banking, loan, investmentand insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community onFacebook,LinkedInandX.

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. 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.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contactleavesandaccommodations@associatedbank.comif you need an accommodation at any time during the process.

Associated Banc-Corp is an Affirmative Action andEqual Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.

Associated Bank isPay Transparencycompliant.

The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.

$17.00 - $25.73
Applied = 0

(web-7d594f9859-68c9j)