Deceased Account Specialist II (Banking)

Location: Hybrid, 11550 Ent Parkway, Colorado Springs, CO, United States

Salary: $22–$26 per hour plus a 7% annual target bonus

Company

hirify.global and Wings Credit Union joined forces in January 2026 to expand resources and continue delivering member-focused financial services.

What you will do

• Assist members, non-members, third parties, and employees with settling deceased accounts.
• Assess risks and maintain deceased account portfolios through daily workflows until accurate and timely resolution.
• Review legal deceased-related documents and document information in CRM records, letters, and emails.
• Handle incoming and outbound calls, physical mail, secure online banking messages, and email correspondence.
• Recommend updates to deceased account policies and procedures.
• Follow applicable Wings policies, procedures, and Bank Secrecy Act regulations while coordinating with the Legal supervisor when additional attention is required.

Requirements

• High School Diploma, G.E.D., or equivalent.
• At least 2 years of combined experience in member or account services within a financial institution and/or managing decedent affairs.
• Strong understanding of account structures and relevant legal documents, including Death Certificates, Letters Testamentary, Court Orders for Conservator, Medicaid, Trusts and Social Security Accounts, and Small Estate Affidavits.
• Excellent oral and written communication skills, including presentation skills.
• Ability to work accurately with money and numbers.
• Basic knowledge of standard credit union or banking transaction software applications.
• Excellent organizational skills and proficient computer skills, including Windows, Microsoft Word and Office, Online Banking, and managing multiple databases and tasks.

Nice to have

• At least 6 months supporting specialty accounts within a financial institution.
• Experience using credit union core systems.

Culture & Benefits

• Full-time hybrid position with health, dental, vision, life, short-term disability, and long-term disability insurance.
• Generous 401(k) match, discretionary profit sharing, and a health savings account with company contribution.
• Paid vacation, sick leave, floating holidays, volunteer time off, holidays, and parental leave.
• Tuition reimbursement and an Employee Assistance Program.
• Equal Opportunity Employer supporting protected veterans and individuals with disabilities.

Hiring process

• Submit the application as early as possible; the position is anticipated to close on 11/4/2026.