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Local financial services professional earns national certification PDF Print E-mail

Daniella McChesney, personal banker with Adams Bank and Trust, was recently awarded the Certified IRA Services Professional (CISP) designation from the Institute of Certified Bankers (ICB), a subsidiary of the American Bankers Association, in Washington, D.C.
Daniella has worked for Adams Bank and Trust in the Ogallala branch for eight years, assisting customers with new accounts, certificates of deposit and IRAs.  
She has also completed courses related to general banking including Principles of Banking and School of Banking Fundamentals through the Nebraska Bankers Association.  
Adams Bank and Trust is a family owned bank and has 15 locations in Nebraska and Colorado. they are pleased to offer their customers this superior level of IRA expertise.  
The CISP designation is awarded to individuals who demonstrate excellence in the field of IRA services.  To qualify for certifications, individuals must have certain levels of experience and education about IRAs, pass an exam and agree to abide by a code of ethics.  
The CISP exam covers many areas including employer plans, IRA documentation requirements, IRA eligibility and contribution requirements, IRA distribution requirements, and other IRA specific issues.  
The CISP certification was designed by the ICB and its strategic partner, Ascensus to establish meaningful standards of knowledge and competency for IRA professionals, give formal recognition to those who meet prescribed standards, and meet continuing professional education and development requirements.