CUES Member Community

  • 1.  Financial Health Check Up

    Posted Nov 15, 2019 09:06 AM
    We are looking to offer members the chance to come in for a financial health check up. We want the program to be consistent across our 11 branches. Does anyone have a program like this that would be willing to share a general outline of the process your MSRs takes a member through?

    Jacob Ward CSME
    RIA Federal CU
    Rock Island IL