CNB Bank, Retirement Administrator

CNB Financial Corporation•Clearfield, PA

13h•Onsite

About The Position

Retirement Administrator is responsible for the oversight of Individual Retirement Accounts (IRA’s) and Health Savings Accounts (HSA’s) with regards to regulatory reporting, regulatory updates and daily management of the accounts. Responsible for the management of retirement staff (IRA Representatives, Specialists and Leads) to ensure all tasks are completed accurately, timely and within regulatory requirements for auditing. Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.

Requirements

A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred.
Experience of 2 – 5 years in supporting or managing of retirement portfolio.
A background screening will be conducted.
LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn core transaction system, retirement system, statement processing system, IRS reporting and any other computer programs pertinent to performing job duties.
MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. May be required to lift 30 pounds in weight. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.

Responsibilities

Ensure all IRS Regulations are adhered to for IRA’s and HSA’s that are offered by CNB Bank and its family of banks.
Oversight of all regulatory reporting for tax and withholding purposes to ensure CNB Bank compliance
Management and training of all Retirement staff
Ensure all training of IRA’s and HSA’s is coordinated with the Learning & Development team.
Drive strategic goals for grow and shareholder value
Oversees Retirement Services
Support to all front-line staff and support areas
Development and succession planning for Retirement Services personnel

Benefits

Medical, Dental, Vision & Life Insurance
401K with company match
Paid Time Off & Recognized Holidays
Leave policies
Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
Employee Assistance Program
Employee Health & Wellness Program
Special Loan and Deposit Rates
Gradifi Student Loan Paydown Plan
Rewards & Recognition Programs and much more!
Eligibility requirements apply.