Teams at Community National Bank

Process and maintain new client accounts, enter and submit transfer-in requests via CNBSoft, follow up with custodians to ensure fund transfers, answer customer calls about account setup, funds, and fees, and perform related administrative duties.

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.