Settlements Specialist

COMMUNITY NATIONAL BANK•Seneca, KS

8d•Onsite

About The Position

Reviews purchases, sales, and exchanges of investments. Also handles phone calls with clients and reps to help facilitate paperwork and how to complete.

Requirements

One to two years at a college or technical school.
One to three years of clerical and/or finance experience preferred
Excellent communication skills.
Excellent data entry skills.
Excellent administrative skills including evaluating, proofreading, planning, record keeping, and reporting.
Ability to file, type, answer the phone, and use a ten-key.
Knowledge of word processing and spreadsheet software.
Knowledge of basic mathematical calculations including fractions, decimals, and percentages.
Ability to read and write.
General knowledge of IRS regulations.

Responsibilities

Contacts necessary parties to obtain clarification regarding purchases, sales, exchanges, etc.
Record sale requests and prepares sales checks for deposit.
Prepares purchase documents for submission along with processing purchase checks.
Completes miscellaneous tasks such as filing and checking system maintenance.
Provides customer service to clients and representatives.
Completes other duties as assigned.
Support CNB’s strong relationship culture through quality customer service and superior product knowledge
Provide superior customer service by resolving problems efficiently and responding timely
Identify and implement solutions to problems in general and urgent matters
Actively seek to add and enhance knowledge regarding developments and current trends in the industry
Seek counsel of supervisor on issues as appropriate
Work collaboratively with staff to maintain a team environment
Flexible to accept additional assignments as requested by leadership
Cross train for other positions to cover when necessary
Professionalism while representing CNB (onsite, professional and community events and via communications)
Participate and attend meetings as requested
Recommend policies and procedures as it relates to area of responsibility
Timely responses to inquiries for information to customers, staff, and vendors
Answer telephone calls and provide a prompt response
Follow CNB’s policies and procedures
Other duties as assigned