Job Order Detail

Description

Crossroads Credit Union requires a wealth specialist who will provide superior, personalized estate support and services for members and clients of the credit union.  The successful incumbent will be responsible for mitigating risk to Crossroads Credit Union in the handling of estate accounts and in the estate payout process; will build relationships with  members; and will seek and act on opportunity for crossselling of other products and services

The Expectations of Experience and Education:
**Proven estate account and payout experience
**Office administration experience
**Financial sales experience
**Strong working knowledge of MS Outlook, MS
  Word, MS Excel

Financial Planning background a definite asset