What are the responsibilities and job description for the Survivor Support Account Specialist position at Coastal Credit Union?
Job Title: Survivor Support Account Specialist
Position Location: Raleigh, NC. Hybrid role. Must live local to the Raleigh area.
Job Summary
The Survivor Support Account Specialist ensures proper estate disbursement and release of information to third parties; researches and resolves issues; ensures audit compliance, security, and safety of financial records; detects account fraud to mitigate and prevent Credit Union loss; and acts as the subject matter expert for all inquiries concerning deceased account processing.
As a key contributor to the Coastal team, your responsibilities will be:
- (50%) Handling account needs of deceased Credit Union members. This includes such things as updating accounts, providing information for court claims, processing federal claims reimbursements and appeals, etc.
- (20%) Providing exceptional customer service to joints, heirs, POD (payment upon death) designations, and other related account holders or third parties; recommending appropriate products and services applicable to heirs
- (10%) Serving as the subject matter expert for leadership and peers, resolving escalated customer service issues, and providing training/direction to less experienced team members.
- (20%) Reviewing financial records for audit compliance, security, and safety.
Interested? Here are the qualifications we need to see on your resume:
Experience:
- At least two years of financial institution experience in a role requiring high volume customer service, recommending products/services, and requiring attention to detail OR at least two years of customer service experience in the legal services industry.
Education:
- High school diploma or equivalent; two-year related degree preferred
Essential cognitive/physical/social requirements of position:
Must be able to learn and retain information; remain in a stationary position; constantly operate a computer; and converse with others on a continual basis.
For consideration visit https://coastal24.applicantpool.com/jobs/ . You can also scroll back up to the top of this page to the "Apply Now" section.
Deadline for Application: All resumes must be received on or before 10/24/2025
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Coastal Federal Credit Union is committed to providing reasonable accommodations to applicants who may have disabilities. If you need special assistance or an accommodation in applying for employment, please contact our HR department at jkedra@coastal24.com. Request for reasonable accommodation will be considered on a case by case basis.
"It's our duty to create a workplace and company culture where everyone feels heard and valued, and is appreciated for their unique backgrounds, experiences, and perspectives. At the end of the day, what truly matters is that every person who walks through our doors believes that they are an integral part of our team and can bring their best, true self to work each day. Building a culture of inclusivity means creating an environment where everyone thrives and succeeds together."
-Tyler Grodi, CEO
VEVRAA Federal Contractor
Equal Opportunity/Affirmative Action Employer
Minority/Female/Disability/Veterans