Participant Services Representative; Bilingual

Participant Services Representative (Bilingual) Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our 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.

Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. 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.

• Respond to retirement plan and/or benefit plan (FSA, VEBA, HSA) participant questions and inquiries via phone or e‑mail in a polite, professional, knowledgeable manner.
• Take pride in and genuinely enjoy assisting others.
• Work hours:
  
  9:00‑5:30 ET Monday through Friday.
• Learn and understand industry content.
• Maintain proficient knowledge of all laws and regulations applicable to this position.
• Become proficient with software applications utilized in the position.
• Study for and pass the ASPPA Retirement Plan Fundamentals Course, as applicable.
• Provide assistance to internal departments.
• Assist the department and the Company in achieving their goals where necessary.
• Maintain knowledge, demonstrate ongoing compliance with all laws, policies, procedures, and internal controls, and meet all training requirements in a timely manner.

• 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 in some capacity with retirement plans or benefits plans (FSA, VEBA, HSA) also a plus.
• Well‑developed written and oral communication skills; highly organized and detail oriented; ability to prioritize work assignments and multitask; intermediate competency with Microsoft Word and Excel and personal computer skills. Bilingual (English/Spanish) is preferred.
• All applicants must be 18 years of age or older.

Hours:

Fill in hours/week.
Compensation:
Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded with benefits including: 11 paid holidays, paid vacation, medical, vision & dental insurance, 401(k) with generous match, pension, tuition reimbursement, banking discounts, and more.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit; use hands and fingers;

handle or feel; reach with hands or arms; and speak and hear. The employee may occasionally be required to lift or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

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. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Minimum USD $17.50/hr.
Maximum USD $23.82/hr.