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Community First Credit Union

Estate & Special Accounts Specialist

neenah, WI

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Job description

Community First Credit Union is seeking a Decedent and Special Accounts Representative to manage deceased, fiduciary, estate, and special accounts with a high degree of accuracy and empathy. You will be the primary contact for complex account inquiries and will guide members and staff through documentation, notarization, and regulatory requirements.

The role emphasizes collaboration with teams to handle sensitive financial information, ensure compliance, and maintain meticulous records.

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Worksite address

neenah, WI, 54956, US

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