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Join a big 4 Bank who are committed to supporting our customers and their families during life’s most difficult moments. Our Deceased Estates & Maintenance team plays a critical role in this mission, ensuring that the financial affairs of late customers are handled with the highest level of care, integrity, and efficiency. We are looking for a dedicated Associate to join our team. You will be responsible for navigating complex legislative requirements while delivering a seamless, empathetic experience for grieving families, executors, and legal representatives.
Job Responsibility:
Estate Settlement: Providing professional, timely, and high-quality support to Estate representatives, solicitors, and next-of-kin
Technical Execution: Processing deceased estates across retail banking products, including deposit accounts, term deposits, and personal or home loans, within strict regulatory timeframes
Account Maintenance: Performing updates across various banking profiles, ensuring customer data is accurate and up-to-date across all platforms
Risk & Compliance: Managing business risk by completing QA checks on estate processing and formal correspondence to ensure alignment with the Banking Code of Practice and internal policies
Stakeholder Empathy: Handling all inquiries with empathy and respect, recognizing the sensitivity of the situation for our customers' loved ones
Requirements:
Compliance Expertise: A strong understanding of AML (Anti-Money Laundering) and KYC (Know Your Customer) procedures
Banking Knowledge: Previous experience in retail banking operations or a demonstrable understanding of deceased accounts, wills, probate, and letters of administration
Communication Skills: Experience dealing with external bodies such as Solicitors, State Trustees, and Government Agencies
Operational Excellence: An eagle eye for detail and the ability to manage a high volume of complex tasks without sacrificing quality
Values-Driven Mindset: A commitment to handling customer affairs with the utmost empathy and professionalism
What we offer:
Supperanuation
Focus on skill development, collaboration, and internal promotion
Values-driven environment that supports a diverse and inclusive workforce