Golden 1 Credit Union · 1 day ago
Deposit Account Servicing - Member Beneficiary Support Advocate - Technician
8945 Cal Center Dr, Sacramento, CA 95826, USA
Full-time
Hybrid
Mid Level
$23.09/hr - $23.50/hr
3+ years expGolden 1 Credit Union is seeking a Member Beneficiary Support Advocate - Technician to manage and execute the end-to-end process of handling accounts associated with deceased members. The role involves verifying, documenting, and processing deceased member information while ensuring compliance with established policies and regulations.
BankingFinanceFinancial Services
Responsibilities
Verify and meticulously document all relevant information pertaining to deceased members, ensuring accuracy and completeness
Collaborate with next of kin, and other relevant parties to obtain necessary documentation and information required for account closure showing empathy
Stay updated on financial industry regulations and ensure that all procedures related to deceased accounts adhere to these standards. Must successfully maintain all regulatory and compliance courses and apply knowledge to daily tasks
Maintain organized and detailed records of all interactions, transactions, and communications related to deceased accounts. Excellent organizational skills and time management to manage multiple tasks and meet sensitive deadlines
Strong written and verbal communication with internal teams, and family members, demonstrating professionalism and empathy during sensitive interactions
Manage heavy call volumes while maintaining call handling times and being evaluated on key performance indicators, such as call resolution time, member satisfaction and adherence to company protocols
Facilitate the smooth closure of deceased accounts by coordinating with different departments and overseeing necessary procedures
Address and resolve issues or discrepancies with the ability to navigate complex situations with empathy, tact and diplomacy
Stay informed about industry’s best practices and participate in training sessions to enhance proficiency in performing the tasks associated with deceased account processing
Identify and propose process optimization, with a digital innovation focus, to enhance the operational performance. Support implementation of digitally focused projects, which include participating in testing new solutions
Foster a positive, inclusive work environment that inspires others through words and actions; motivates other employees by embracing and practicing Golden 1’s mission, vision, and core values
Qualification
Required
Minimum of a high school diploma or equivalent
2 years of hands-on experience specifically in deceased account processing within the financial services industry, demonstrating a deep understanding of the intricacies and sensitivity involved in managing such accounts
1 year experience with Escheatment and Dormant accounts
3 years of experience in member service with strong background in operational knowledge in the financial industry
Certification on deceased account handling or experience and skills as a deceased account processor well equipped to handle the complexities and challenges associated with this role
Strong problem-solving skills
Proficient communication and interpersonal skills
Detailed-oriented with excellent organizational abilities
Ability to multi-task with a high level of accuracy
Reliability and can be counted on to be present
Ability to work independently
Ability to work in a fast-paced environment
Possess a valid California driver's license
Escheatment and Dormant Certification within one year of entering the role
Certification specific to deceased account management within one year of entering the role
Preferred
A bachelor's degree in finance, accounting, business administration or a related field
Company
Golden 1 Credit Union
Golden 1 Credit Union is a financial cooperative that offers checking, savings, home loan, investment, insurance and online services.
1001-5000 employees
H1B Sponsorship
Golden 1 Credit Union has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2022 (1)
Funding
Current Stage
Late StageLeadership Team
Allyson Hill, CPA
Senior Vice President, Chief Financial Officer
Joseph Harrison, CPA (Oregon), CRCM, CIA, CAMS, CFE
Senior Vice President - Chief Compliance Officer
Recent News
The Business Journal
2025-10-04
2025-10-02
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