Cassie Brelo, Citizens & Northern Bank Deposit Operations Specialist, has been awarded the Certified IRAPosted Tuesday, 28 July 2015 16:48 | Filed under C&N News
WELLSBORO, PA – Cassie Brelo, Citizens & Northern Bank Deposit Operations Specialist, has been awarded the Certified IRA (Individual Retirement Account) Services Professional (CISP) designation. The designation was awarded by the Institute of Certified Bankers (ICB), a subsidiary of the American Bankers Association, in Washington, DC.
Brelo, a six-year C&N employee, attended the Community College of the Air Force and Mansfield University. She is a veteran of the U.S. Air Force and a member of The Vineyard Church of Wellsboro where she is a Sunday School teacher. For five years she worked as an Account Services Representative at Citizens Trust Company, which merged with C&N in 2007.
In her current position she is responsible for maintaining a high standard of knowledge and competence for operations transaction processing and wealth management, specializing in Individual Retirement Accounts.
Brelo and her husband, Joseph, have two sons and live in Middlebury Center.
The CISP designation is awarded to individuals who demonstrate excellence in the field of IRA (Individual Retirement Account) services. To qualify for certification, individuals must attain certain levels of experience and education, pass an exam and agree to abide by a code of ethics. The CISP exam covers employer plans, IRA documentation requirements, IRA eligibility and contribution requirements, IRA distribution requirements and other IRA specific issues.