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About the Role

The BPAS team of Participant Services Representatives is responsible for responding to retirement plan and/or benefit plan (FSA, VEBA, HSA) participant questions and inquiries via phone or e-mail in a polite, professional, and knowledgeable manner. You must take pride in and truly enjoy assisting others.

Responsibilities

Respond to retirement plan and/or benefit plan participant questions and inquiries via phone or e-mail.
Maintain proficient knowledge of all applicable laws and regulations.
Become proficient with software applications utilized in the position.
Study for and pass ASPPA Retirement Plan Fundamentals Course, as applicable.
Provide assistance to internal departments.
Assist the department and the Company in achieving their goals.
Ensure ongoing adherence to policies, procedures, and internal controls.
Meet all training requirements in a timely manner.

Requirements

Minimum 2 year degree in Business, Accounting or related field preferred.
Customer Service experience required, or a degree in lieu of experience.
Related experience working with retirement plans or benefits plans (FSA, VEBA, HSA) is a plus.
Well-developed written and oral communication skills.
Highly organized and show an attention to detail.
Ability to prioritize work assignments and multitask.
Intermediate level competency with Microsoft Word and Excel.
Intermediate level competency with personal computer skills.
Bilingual (English/Spanish) is preferred.
All applicants must be 18 years of age or older.

Skills

Customer Service
Microsoft Word
Microsoft Excel
Personal Computer Skills
Written Communication
Oral Communication

Location

Upstate New York
Northeastern Pennsylvania
Vermont
Western Massachusetts

Work Type

Full-time

Experience Level

Commensurate with experience

Education Level

2 year degree preferred

Salary/Compensations

USD $17.50/Hr. - USD $23.82/Hr.

Benefits

11 paid holidays
Paid vacation
Medical insurance
Vision insurance
Dental insurance
401K with generous match
Pension
Tuition Reimbursement
Banking discounts

About the Company

Community Financial System, Inc. (CFSI) is dedicated to providing customers with friendly, personalized, high-quality financial services and products.
Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts.
Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
CFSI is committed to its employees, offering competitive compensation, great benefits, and professional development and advancement opportunities.

Equal Opportunity

As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
The Company is an Affirmative Action, Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability.