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AT, Estate Settlement Manager

Description

GENERAL DESCRIPTION:
The Estate Settlement Manager is responsible for the accurate and timely handling, as well as the
settlement of decedent and estate items, providing courteous, professional service to legal estate
representatives, law firms, and account claimants. The Manager is considered the subject matter expert
(SME), walking our clients through the settlement process that affect trust and estate accounts.
Additionally, the incumbent must be able to manage trust/estate settlement administrations to a high
professional standard and in accordance with the Bank’s established policies and procedures.
 

ESSENTIAL DUTIES AND RESPONSIBILITIES:
 Perform all functions of estate settlement including but not limited to: decedent and estate items,
providing courteous, professional service to legal estate representatives, law firms, and account
claimants.
 Review documents to ensure they adhere with Bank policies and guidelines to settle estate and
deceased trust accounts.
 Interface with Legal Department to keep abreast of legal changes affecting the settlement of
deceased accounts.
 Serve as a resource to staff for all items related to the settlement of estate and trust accounts.
 Handle all deceased depositor electronic notifications submitted to the Bank by the US Treasury
Department.
 Manage staff of service representatives and promotes professional team atmosphere that
encourages open expression of ideas and opinions.
 Produce work and maintain records that meet and comply with audit, regulatory, and security
procedures.
 Perform additional department functions as required.

SKILLS, EDUCATION AND EXPERIENCE:
 Bachelor’s degree in business or related field preferred, or equivalent experience.
 5+ years of experience in settlement estate processing required.
 Minimum of 2 years managing direct reports; ability to manage, train and evaluate staff members.
 Deep understanding of trusts and estates.
 Customer service oriented, a must.
 Thorough knowledge and understanding of Apple Bank banking floor operation, policies and
procedures.
 Demonstrated knowledge of our computer system programs, including Interact, HFSTERM,
Cypress, & Odin.
 Proficient in Microsoft Word & Excel.
 Strong interpersonal and relationship building skills.
 Knowledge of Apple Bank products and services helpful.
 Excellent communication skills (verbal + written).
 Strong organizational skills and detail oriented.
 Must be dependable, flexible and able to work with minimal supervision.
 Ability to work within the normal hours of the department, but must be flexible to work
weekends and/or extended hours as needed.

Apple Bank offers Medical/Dental, Vision, 401k and Tuition Reimbursement to full time employees.

We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Requirements

 

Job Snapshot

Location US-NY-New York
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Other
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Company Overview

Apple Bank

From the remnants of the Civil War, a new America emerged. The country was shifting from an agrarian society to one that was more modernized, and various financial reforms compelled the formation of banks throughout the country. While many of those institutions have disappeared into history, Apple Bank continues to stand strong, tracing its roots to the founding bank that was established in 1863 in the Dutch community of Haarlem, New York. In prosperous Haarlem, a group of men committed to serve the financial needs of their neighbors under the auspices of the Haarlem Savings Bank. The Haarlem of that time would be unrecognizable today, with working farms and undeveloped lots dominating the landscape. In April 1863, these men convened at the Rosenbourgh Haarlem Bridge House, a tavern owned by one of the bank’s first trustees, to finalize paperwork that led to the bank opening its doors in June, about a month before the infamous draft riots tore apart the city. Learn More

Contact Information

US-NY-New York

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Snapshot
Apple Bank
Company:
US-NY-New York
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Other
Store Type:

Description

GENERAL DESCRIPTION:
The Estate Settlement Manager is responsible for the accurate and timely handling, as well as the
settlement of decedent and estate items, providing courteous, professional service to legal estate
representatives, law firms, and account claimants. The Manager is considered the subject matter expert
(SME), walking our clients through the settlement process that affect trust and estate accounts.
Additionally, the incumbent must be able to manage trust/estate settlement administrations to a high
professional standard and in accordance with the Bank’s established policies and procedures.
 

ESSENTIAL DUTIES AND RESPONSIBILITIES:
 Perform all functions of estate settlement including but not limited to: decedent and estate items,
providing courteous, professional service to legal estate representatives, law firms, and account
claimants.
 Review documents to ensure they adhere with Bank policies and guidelines to settle estate and
deceased trust accounts.
 Interface with Legal Department to keep abreast of legal changes affecting the settlement of
deceased accounts.
 Serve as a resource to staff for all items related to the settlement of estate and trust accounts.
 Handle all deceased depositor electronic notifications submitted to the Bank by the US Treasury
Department.
 Manage staff of service representatives and promotes professional team atmosphere that
encourages open expression of ideas and opinions.
 Produce work and maintain records that meet and comply with audit, regulatory, and security
procedures.
 Perform additional department functions as required.

SKILLS, EDUCATION AND EXPERIENCE:
 Bachelor’s degree in business or related field preferred, or equivalent experience.
 5+ years of experience in settlement estate processing required.
 Minimum of 2 years managing direct reports; ability to manage, train and evaluate staff members.
 Deep understanding of trusts and estates.
 Customer service oriented, a must.
 Thorough knowledge and understanding of Apple Bank banking floor operation, policies and
procedures.
 Demonstrated knowledge of our computer system programs, including Interact, HFSTERM,
Cypress, & Odin.
 Proficient in Microsoft Word & Excel.
 Strong interpersonal and relationship building skills.
 Knowledge of Apple Bank products and services helpful.
 Excellent communication skills (verbal + written).
 Strong organizational skills and detail oriented.
 Must be dependable, flexible and able to work with minimal supervision.
 Ability to work within the normal hours of the department, but must be flexible to work
weekends and/or extended hours as needed.

Apple Bank offers Medical/Dental, Vision, 401k and Tuition Reimbursement to full time employees.

We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Requirements

 
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