Teams at Community National Bank

The Financial Advisor will prospect for new clients, provide financial planning education, and assist with asset allocation and investment decisions for retirement plans.

The Operations Specialist processes transactions, ensures compliance, provides customer service, and supports workgroups while managing various operational tasks.

Support accounting and tax functions for custody accounts including cost accounting, monthly accruals and reconciliations, tax reporting for non-qualified and IRA accounts to meet IRS deadlines, assist with audits and OCC exams, respond to tax-related inquiries, and support process improvements and special projects.