CNB Custody · 2 months ago
New Accounts Specialist
Seneca, KS, USA
Full-time
Onsite
Entry Level
1+ years expCNB Custody, a division of Community National Bank, is seeking a New Accounts Specialist. The role involves managing new client accounts, processing transfer requests, and providing customer support related to account establishment and inquiries.
BankingFinanceFinancial Services
Responsibilities
Reviews, maintains, and updates new client accounts
Reviews, enters, and submits transfer in requests
Answers calls that pertain to establishment of new accounts, incoming funds or investments, and fees
Performs routine follow-up
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
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 preferred
Company
CNB Custody
CNB Custody is a financial firm that offers investment into precious metals, real estate, cryptocurrency IRAs, and asset acceptance.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase