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About the Role
Community Financial System, Inc. (CFSI) is seeking a dedicated individual to support our retail division, Community Bank, N.A., by scanning operational paperwork, completing mass mailing requests, and assisting with participant benefit statements. We are committed to our employees' long and successful careers, offering competitive compensation, great benefits, and professional development opportunities.
Responsibilities
- Scan all daily operational paperwork, including clean-up of old files such as Enrollment Forms, Beneficiary Forms, MPL Paperwork, Incoming IRA Forms, Fund Change Paperwork, and Trust Paperwork.
- Prepare scanned paperwork for offsite maintenance processing.
- Complete Mass Mailing requests and place Billing Tasks using database systems.
- Utilize Insertion Equipment monthly for Quarterly Participant Benefit Statements.
- Assist and provide backup for the Receptionist and/or Administrative Assistant, including phone duties, reception, scanning/filing, stuffing envelopes, UBS Download, B50 letters, printing labels, opening/dating/stamping/distributing mail, and matching distribution/loan checks and letters for outgoing mail.
- Assist support positions from other departments as needed.
- Perform other duties as requested or required.
- Maintain proficient knowledge of and comply with all applicable laws and regulations, policies, procedures, and internal controls, and complete all training requirements in a timely manner.
Requirements
- High School Diploma or equivalent is necessary.
- All applicants must be 18 years of age or older.
- Minimum of one to two years of clerical experience is necessary.
Skills
- Good Communication Skills
- Good Organizational Skills
- PC Literate
- Well-developed written and oral communication skills
- Attention to detail
- Proficient mathematics skills
- Ability to relate to co-workers and customers with respect, providing clear and detailed information
- Intermediate level competency with Microsoft Word and Excel
- Personal computer skills
Location
- Upstate New York
- Northeastern Pennsylvania
- Vermont
- Western Massachusetts
Work Type
- Full-time
Experience Level
- 1-2 years clerical experience
Education Level
- High School Diploma or equivalent
- 2-year college degree preferred
- 2 year accounting degree helpful
Salary/Compensations
- USD $16.00/Hr. - USD $19.67/Hr.
- Commensurate with experience plus potential for annual merit increase.
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.
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.