CNB Bank Retirement Services Representative

Retirement Services is dedicated to delivering exceptional deposit support to branch teams across all divisions of CNB Bank. The team is responsible for accurately reviewing, researching, and processing retirement-related requests, ensuring each transaction meets regulatory requirements while consistently meeting the needs and expectations of our clients.

Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.

• Basic knowledge of how IRA/HSA Accounts function
• Ability to understand and process Transfers and Rollovers
• Regulatory knowledge of Required Minimum Distribution rules and penalties
• Monitor dormant accounts and Return Mail
• Assist with Tax reporting, Corrections, Withholding and monthly and quarterly reporting requirements

Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:

• Respect – Treats others with courtesy, professionalism, and fairness; listens actively and communicates thoughtfully.
• Client Focus – Consistently prioritizes client needs and expectations by delivering accurate, responsive, and dependable service.
• Inclusion – Embraces and respects individual differences, promotes collaboration, and contributes to an environment where all voices are valued.

Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:

• Leadership – Takes ownership of responsibilities, leads by example, and contributes positively to team goals and continuous improvement efforts.
• Integrity – Acts ethically and transparently, maintains confidentiality, and adheres to policies, procedures, and regulatory requirements.
• Collaboration – Works effectively with colleagues, branch partners, and internal teams to solve problems, share knowledge, and achieve common objectives.
• Volunteerism – Actively supports team initiatives, willingly assists others, and contributes time and effort beyond core responsibilities to strengthen the organization and community.

Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:

• Accountability – Takes ownership of assigned work, follows through on commitments, and ensures accuracy, timeliness, and compliance in all responsibilities.
• Innovation – Proactively identifies opportunities for process improvement, embraces change, and leverages technology and best practices to drive efficiencies and continuous improvement.
• Professionalism – Maintains a high standard of conduct, communication, and reliability; demonstrates sound judgment and represents the organization positively in all interactions.

• Retirement Services Representative I (Foundation / Entry-Level)
• Retirement Services Representative II (Intermediate / Skilled Processing)
• Retirement Services Representative III (Advanced / Subject Matter Expert)

Takes advantage of ongoing development opportunities by participating in webinars and Bank-provided training programs to build knowledge of departmental processes, systems, and regulatory requirements. As skills, knowledge, and experience develop, opportunities may be available to progress to Retirement Services Representative II, Representative III, Team Leader, or Officer roles.

Training tracks are designed to help employees understand how their role impacts other areas of the Bank, provide tools for effective communication and collaboration, and support success in current and future positions. Annual, job‑specific training assignments are provided and/or made available to ensure timely completion and continued professional growth. Some travel may be required.

To perform this position successfully, an individual must be able to perform each essential position requirement…