Scott Jeffries
Probate & Trust Account Executive @Quorum Federal Credit Union
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WORK HISTORY
Probate & Trust Account Executive @Quorum Federal Credit Union
Purchase, NY, US
Consultation: Partnering with attorneys to understand their clients\' unique needs during probate, offering tailored account solutions that facilitate the seamless management of estate assets.• Client Advocacy: Acting as a liaison between the credit union and legal firms, advocating for optimal financial strategies that protect and maximize estate value.• Educational Outreach: Conducting seminars and workshops for legal professionals, equipping them with the knowledge and tools necessary to leverage probate accounts effectively for their clients.• Relationship Management: Building and nurturing long-term relationships with attorneys, providing ongoing support and guidance to ensure the continual success of their probate cases.• Problem-Solving: Addressing any financial challenges that arise during the probate process, offering innovative solutions that align with both legal and financial best practices.• Market Insight: Staying abreast of industry trends and changes in probate law to offer the most current and relevant advice to legal partners.
EDUCATION
The University of New Mexico
Bachelor's Degree, Business Administration
SKILLS
ABOUT SCOTT JEFFRIES
With over 15 years of experience in the financial services industry, my mission is to provide exceptional client service and innovative financial solutions. At Quorum Federal Credit Union, I focus on empowering attorneys with tailored account strategies that support their probate work, aligning with our company\'s culture of dedication and client advocacy. My expertise in relationship management and educational outreach positions me to bring diverse perspectives and a wealth of knowledge to our team.In my current role, I have excelled in partnering with legal professionals, offering seminars and workshops that equip them with essential tools for effective probate account management. My background in developing a business deposits department and leading a team at Rio Grande Credit Union has honed my skills in team management and cross-selling, which I now leverage to maximize estate values and strengthen our client relationships at Quorum Federal.
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