Nancy L.
Manager at Service Credit Union
Based in Boston, United States
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Seniority
Manager
Department
General Business & Management
Location
Boston
Industry
Banking
Company size
943
Contact information
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n•••••••@servicecu.org
Phone
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Background
About Nancy L.
Always seeking new opportunities and experiences. Over ten years of experience working in credit unions, in branches and back office. The Inheritor Services Department oversees- Trust accounts - Deceased accounts - Powers of Attorney - Estate accounts - Guardianship/Conservatorship accounts - Representative Payee/VA Fiduciary accounts We also provide support and document review for the CU's Medallion Signature Guarantee program. As the manager of this specialized team, I review and interpret a wide variety of documents and provide guidance on how they apply to our members and their accounts. I have formed a strong department by leading with empathy, integrity and by earning the trust of my team and peers.
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