Retirement Specialist, CU Plans - Atlanta - CUNA Mutual

    CUNA Mutual
    CUNA Mutual Atlanta

    1 week ago

    Description

    Job Purpose:

    This position is responsible for developing and enhancing our retirement products and services relationships with credit union leaders to ensure internal and external customer satisfaction.

    • Provide direct support to the credit union sales account teams in National and Region Segments by monitoring service and operational delivery, facilitating the retention and profitability of current relationships, and assisting in exploration of new products/services opportunities with assigned customers.
    • Work with customers face-to-face and virtually.
    • Lead strategic discussions with credit union assigned accounts to review the utilization and success of retirement programs and products.

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