Company Description

Ent Credit Union and Wings Credit Union joined forces in January 2026. This merger means more opportunities, expanded resources, and a shared commitment to delivering exceptional member service. Together, we become more - empowering members, communities, and teams through a bold, unified future. Both organizations bring a strong legacy of member satisfaction, operational excellence, financial stability, and community impact. Recognized locally and nationally as best-in-class financial institutions and employers of choice, each is known for its commitment to financial well-being and philanthropic leadership. Join us during this transformative time and be part of shaping the future of banking! To learn more about the merger, click here.

Job Description

The Deceased Account Specialist assists members, non-members, third parties, and Credit Union employees with the settling of accounts. It is essential for the Specialist to guide survivors thoroughly while displaying a high level of empathy and precision. Deceased account settlements are driven primarily by frontline employees that rely on Deceased Accounts to manage the account from start to finish. When additional attention is needed, the Deceased Account Specialist works directly with the Legal supervisor to minimize risk to ensure accounts are properly reconciled. Deceased Accounts Specialists must be able to communicate effectively to credit union members, non-members, third parties, and employees via phone, CRM, email, and letters.

Essential Functions

• Assess risks and maintain deceased portfolios through completion of daily workflows to ensure accurate, timely resolution of member accounts.
• Documentation - Review legal deceased-related documents. Concisely document information in CRM, Letters, and Emails.
• Communication - Handle Calls, Physical Mail, Secure Online Banking Messages, and Email Correspondence - Incoming and Outbound.
• Recommend Deceased Account Policy and Procedure Updates
• Bank Secrecy Act: Remains cognizant of and adheres to Wings policies and procedures, and regulations pertaining to the Bank Secrecy Act.

Qualifications

Minimum Formal Qualifications for this Position:

• High School Diploma/G.E.D. or equivalent, required
• 2+ years' of combined experience in member or account services within a financial institution and/or managing decedent affairs, required
• 6+ months supporting specialty accounts within a financial institution, preferred

Technical or Specialized Knowledge/Skills:

• Mastery of account structure.
• Strong understanding of relevant legal documents, including, but not limited to: Death Certificates, Letters Testamentary, Court Orders for Conservator, Medicaid, Trusts and Social Security Accounts, and Small Estate Affidavits.
• Excellent oral and written communication, including presentation skills.
• Ability to work with money and numbers with accuracy.
• Basic knowledge of standard credit union / banking transaction software applications.
• Excellent organizational skills.
• Must have proficient computer skills, including the ability to use Windows, Microsoft Word and Office, Online Banking, and complete multiple tasks utilizing other various data bases.
• Experience using Credit Union core systems, preferred

Additional Information

PAY RANGE: $24 to $28 (S12) plus a 7% annual target bonus.

Final compensation for this position will be determined by various factors such as relevant work experience, specific skills and competencies, education, certifications, location and internal pay equity.

BENEFITS:

• Generous 401(k) match
• 401k Discretionary Profit Sharing
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Short Term and Long Term Disability
• Health Savings Account with company contribution
• Employee Assistance Program
• Paid Vacation, Sick, Floating Holidays and Volunteer Time Off
• Paid Holidays
• Tuition Reimbursement
• Paid Parental Leave

We anticipate this position to close on 11/4/2026. Please submit your application at your earliest convenience to be considered.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.