Scott Jeffries Email & Phone Number

Albuquerque, NM, US

Purchase, New York, United States

• 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.

Albuquerque, New Mexico, United States

• Department Development: Pioneered the creation of the business deposits department, formulating comprehensive policies and standard operating procedures to ensure efficient and compliant operations.
• Team Leadership: Recruited, trained, and managed a high-performing team, providing continuous professional development and mentoring to ensure exceptional service delivery.
• Training & Development: Designed and conducted training programs for new employees and branch staff, enhancing their knowledge and skills in business deposit solutions.
• Vendor Relations: Identified, evaluated, and negotiated contracts with third-party vendors to secure the best services and products for our business clients.
• Client Outreach & Sales: Engaged in proactive outreach to small and large businesses, effectively promoting and selling a range of business deposit solutions and services.
• Advisory Services: Advised small business owners on establishing and growing their businesses, offering insights and strategies to optimize their financial operations.

Albuquerque, New Mexico Area

• Work alongside commercial lending team to uncover needs and services for customers with the goal of becoming their primary financial partner.
• Manage relationships in a diverse portfolio of clients.
• Act as a representative in the community for First Citizens Bank by participating in networking functions, business receptions, civic meetings, and volunteer events.
• Build brand awareness through outbound marketing.
• Create and foster long term relationships in the dental, medical, and professional services industries.

Albuquerque, New Mexico

• Advised consumer and business customers on various deposit, lending, and investment products.
• Promoted bank in local market using outbound sales techniques and canvasing.
• Assisted in day to day operations of retail banking center. NMLS #1431433

Albuquerque, New Mexico

• Advised clients on retirement planning, investment strategies, and estate planning.
• Educated public school faculty and staff on their pensions and techniques to maximize their financial wellbeing.