New Accounts Specialist: Client Onboarding & Transfers

Community National Bank; Seneca (KS); On-site; USD 32,000 - 42,000; Full time

Job summary

Community National Bank in Seneca, Kansas is seeking a detail‑oriented assistant to handle opening of new accounts, review and entry of transfer requests in CNBSoft, and coordination of funding with other custodians. You will respond to customer calls and assist with transfer in processing as needed.

Candidates should have 1–3 years of customer service experience, strong communication and data entry skills, and the ability to read and write clearly. College coursework is preferred.

Qualifications

• One to two years of college or technical school
• One to three years of customer service experience preferred
• General knowledge of IRS rules regarding IRAs
• Ability to read and write

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.

Skills

Communication skills

Administrative skills

Data entry

Typing and filing

Phone etiquette

Software literacy (Word/Excel)

Mathematics basics

IRA/IRS rules knowledge

Reading/Writing

Education

Some college or technical school

Tools

CNBSoft

Job description

Community National Bank in Seneca, Kansas is seeking a detail‑oriented assistant to handle opening of new accounts, review and entry of transfer requests in CNBSoft, and coordination of funding with other custodians. You will respond to customer calls and assist with transfer in processing as needed.

Candidates should have 1–3 years of customer service experience, strong communication and data entry skills, and the ability to read and write clearly. College coursework is preferred.