Customer Service Representative

Job Description

Job Description

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.

Responsibilities

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, knowledgeable manner. You must take pride in and truly enjoy assisting others.

Hours : 8 : 30am - 5pm PST

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 ASPPA (American Society of Pension Professionals and Actuaries) Retirement Plan Fundamentals Course, as applicable

Provide assistance to internal departments

As an integral member of the organization, this position is also responsible to provide assistance wherever necessary to help the department and the Company in achieving their goals

Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws, and regulations applicable to this position, ensure adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion

Qualifications

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 show an attention to detail; ability to prioritize work assignments and multitask; display an intermediate level competency with Microsoft Word and Excel, as well as personal computer skills. Bilingual (English / Spanish) is preferred

All applicants must be 18 years of age or older.