CIT Group Inc.

Contact Center Estate Support Specialist II

Location US-CA-Pasadena
Job ID
# Positions
Job Family
Operations - Cash Operations


CIT is a leading national bank focused on empowering businesses and personal savers with the financial agility to navigate their goals. CIT Group Inc. (NYSE: CIT) is a financial holding company with over a century of experience and operates a principal bank subsidiary, CIT Bank, N.A. (Member FDIC, Equal Housing Lender). The company's commercial banking segment includes commercial financing, community association banking, middle market banking, equipment and vendor financing, factoring, railcar financing, treasury and payments services, and capital markets and asset management. CIT's consumer banking segment includes a national direct bank and regional branch network. Discover more at


Contact Center Estate Specialist II is responsible for accurately reviewing and processing legal and bank documents from internal and external customers.


  • Review legal documents pertaining to decedent customer, power of attorney, name changes, etc., and process consumer request accurately and within required completion timeframes in accordance with department and Bank standards
  • Organizes and plans (including time utilization) effectively and efficiently for self (e.g. daily tasks and special projects)
  • Learn all product and services offered by OWB, a Division of CIT and CIT Bank
  • Must multi-task within multiple banks and platforms to assist customers and consumers


  • High School Diploma required/Bachelor's Degree preferred
  • Must have a minimum of one year previous experience with consumer banking decedent account owner, power of attorney and notary documents
  • Experience in ensuring compliance with all governing regulations, especially the Bank Secrecy Act requirements
  • Preference for candidates to have a minimum of two years previous banking experience and working knowledge of bank product and services
  • Strong knowledge of customer care processes and techniques and proven dedication to providing exceptional customer service
  • Able to work well and communicate effectively with all levels of management, including the ability to present accurate information and respond to questions
  • Able to work independently
  • Ability to work from home and a flexible schedule including weekends if needed
  • Intermediate level of knowledge/expertise with PC hardware and software (i.e., MS Word, Excel, SharePoint, etc.)


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