New Accounts Specialist jobs in United States
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Community National Bank (Vermont) · 2 months ago

New Accounts Specialist

Community National Bank is seeking a New Accounts Specialist to manage and maintain new client accounts. The role involves processing new accounts, handling transfer requests, and providing customer support via phone.

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H1B Sponsor Likelynote

Responsibilities

Processes new accounts
Reviews and enters transfer requests into CNBSoft
Submits transfer requests to other custodians and performs follow-up to ensure funds are transferred
Answers incoming customer calls and addresses questions
Assists with transfer in processing as needed
Completes other duties as assigned

Qualification

Data entry skillsIRS rulesWord processing softwareSpreadsheet softwareAdministrative skillsBasic mathematics knowledgeCommunication skills

Required

Excellent communication skills
Excellent administrative skills including planning, proofreading, and checking work
Excellent data entry skills
Ability to type, file, answer the phone, and use a ten-key
Knowledge of word processing and spreadsheet software
Knowledge of basic mathematics including fractions, decimals, and percentages
Ability to read and write
General knowledge of IRS rules regarding IRAs
One to two years at a college or technical school

Preferred

One to three years of customer service experience

Company

Community National Bank (Vermont)

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A true Vermont community bank with small town roots that is large enough to provide a complete range of creative financial solutions to Vermonters, their businesses, and municipalities.

H1B Sponsorship

Community National Bank (Vermont) has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2023 (1)
2021 (1)
2020 (3)

Funding

Current Stage
Growth Stage

Leadership Team

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Louise Bonvechio
Executive Vice President & CFO
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Chris Caldwell
Executive Vice President and Chief Lending Officer
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Company data provided by crunchbase