CNB Bank Retirement Services Representative

Job description

Description Retirement Services is dedicated to delivering exceptional deposit support to branch teams across all divisions of CNB Bank. The team is responsible for accurately reviewing, researching, and processing retirement-related requests, ensuring each transaction meets regulatory requirements while consistently meeting the needs and expectations of our clients. Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position. KEY RESPONSIBILITIES: - Basic knowledge of how IRA/HSA Accounts function - Ability to understand and process Transfers and Rollovers - Regulatory knowledge of Required Minimum Distribution rules and penalties - Monitor dormant accounts and Return Mail - Assist with Tax reporting, Corrections, Withholding and monthly and quarterly reporting requirements ATTITUDES: Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating: - Respect – Treats others with courtesy, professionalism, and fairness; listens actively and communicates thoughtfully. - Client...