Associate, Estate Settlement

Capital One Capital One · Banking · Alabang, Philippines

This role is responsible for managing the financial affairs of deceased customers, coordinating with representatives, and navigating the estate settlement process. It involves handling communications, administrative tasks, account restrictions, and ensuring compliance with legal and federal regulations.

What you'd actually do

  1. Responsible for handling incoming communications from deceased representatives, this includes but not limited to triaging concern or inquiry to the appropriate corresponding case, handling administrative tasks and owning all customer related communications such as written and phone calls.
  2. Coordinate directly with deceased representatives of banking customers to allocate their asset to the appropriate party
  3. Review legal documents for state requirements
  4. Ensure all audit and security policies and procedures are followed in accordance with Bank policy and Federal regulations
  5. Exceed Customer expectations through superior service in all aspects of communication

Skills

Required

  • Two (2) years college level education or equivalent bank work experience
  • Two (2) years of experience in Retail Banking
  • At least 1 year experience with Microsoft Office or Google Suite
  • Strong attention to detail and with sound judgment
  • Excellent communication skills, understanding the needs and appropriately tailors written and verbal communication
  • Customer orientation in understanding and listening to customer concerns
  • Ability to handle difficult calls and sensitive information

Nice to have

  • At least 1 year of experience reviewing legal documents

What the JD emphasized

  • Federal regulations