Account Services Associate

Farmers National Bank of Canfield; Niles (OH); On-site; USD 35,000 - 50,000; Full time

Job summary

Farmers National Bank of Canfield in Niles, Ohio is seeking a qualified individual to manage IRA accounts and assist with customer service. The position involves processing IRA information, account maintenance, and ensuring compliance with legal requirements.

Applicants should have a High School Diploma or GED and at least one year of customer service experience. Familiarity with FISERV Premier and deposit accounts is preferred, along with a strong attention to detail and ability to follow through on tasks.

Qualifications

• Minimum of one year experience in customer service and phone skills.
• Experience with IRA and IOLTA processes required.

Responsibilities

• Input IRA information and maintain IRA files.
• Process account maintenance as instructed by branches.
• Review new account documentation for completeness and accuracy.

Skills

Deposit Operations

Account Services

Education

High School Diploma or GED

Tools

FISERV Premier

Job description

SUMMARY

Responsible for the review of new and existing IRA information and deposit accounts. Performs legal research and reviews REG CC holds. Processes and reviews other related areas of Account Servicing.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Successfully input IRA information and accurately maintain IRA files
• Monitor and submit monthly interest payments for all Interest On Lawyer Trust Accounts (IOLTA)
• Review new account documentation to ensure completeness and accuracy
• Process account maintenance as instructed by branches
• Process legal and bank research requests
• Review Reg CC holds as received from branches; check for accuracy and completeness and timeliness of returned and corrected documents if needed. Ensure appropriate fund availability is handled by the branches within the necessary timeframes
• Ensure branches follow appropriate hold timeframes and follow through with the appropriate and timely notifications to the customer
• Process and/or verify incoming and outgoing wires via the Fedline Advantage Fedwire system, balance daily incoming and outgoing wire totals to GLs and to Federal Reserve balance, verify signatures and dollar limits of those requesting wires and credit incoming wire funds to customer accounts
• Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations
• Provide assistance to the BSA Officer with monitoring Alerts produced within the AML system to insure compliance with the Bank Secrecy Act and governmental regulations dealing with anti‑terrorism, money laundering, and Bank security
• Regular, predictable attendance is an essential requirement of this position
• Complete all other duties as assigned

EDUCATION AND/OR EXPERIENCE

• High School Diploma or GED
• Minimum of one (1) year of customer service and phone skills experience
• Work experience with FISERV Premier, new account set up and documentation, Deposit Account maintenance, IRA, and IOLTA

Qualifications

Education

• High School (required)

Skills

• Deposit Operations (preferred)
• Account Services (preferred)

E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.

Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.