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Deposit/Wealth Management Specialist
Sun Federal Credit Union
May 13, 2022
The Deposit/Wealth Management Specialist provides support for the Wealth Management Team. Performs basic investment service for members. Responsible for building member relationships that create loyalty and meaningful staff relationships. This position is also responsible for supporting the Wealth Management department through certificates, IRAs, and HSA accounts. Leading IRA/HSA program compliance and furthering deposit growth. Provides exceptional service to internal and external members resulting in members for a lifetime.
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