Sachbearbeiter*in in der Erbenbetreuung in Vollzeit (m/w/d)
Hybrid
Core
Handling inheritance-related inquiries and processing estate settlement tasks for customers.
Role type
Administrative specialist (estate administration)
Builds
Estate settlement processes for TARGOBANK customers
Domain
Banking / Estate administration
Deliverable
client delivery
Required skills
telephone communication, written communication, regulatory compliance, account closure, payment authorization
Responsibilities
Answering phone and written inquiries about estates, verifying customer requests, ensuring compliance with legal and internal regulations, approving payment releases, closing accounts based on submitted documents