Omni Operator

Community Bank, N.A.; City of Utica (NY); On-site; USD 2,617,000 - 3,527,000; Full time

Benefits offered by this job

11 paid holidays

Paid vacation

Medical insurance

Vision insurance

Dental insurance

401K with generous match

Pension

Tuition reimbursement

Banking discounts

Job summary

Community Financial System, Inc. (CFSI) through its Community Bank, N.A. division seeks a processor for retirement plan transactions in the OMNI system.

The role handles contributions, enrollments, distributions/loans, and nightly trading, ensuring timely, accurate processing and regulatory compliance. The ideal candidate will have an associate degree in Accounting, at least 1 year of accounting/office experience, and strong organizational and communication skills.

Qualifications

• Two year degree in Accounting or related field required.
• Minimum of 1 year Accounting, Payroll, or applicable office experience.
• Ability to be highly organized and show an attention to detail.
• Well-developed written and oral communication skills.
• Ability to prioritize work assignments and multitask.
• Display an intermediate level competency with Microsoft Word and Excel, as well as personal computer skills.
• All applicants must be 18 years of age or older.

Responsibilities

• Create and review various retirement plan transactions in the OMNI recordkeeping system.
• Troubleshoot transaction rejects.
• Review trial postings of transactions prepared by other OMNI processors.
• Rotate through various responsibilities in the OMNI Processing Unit (contributions, enrollments, distributions/loans, dividend posting, trust accounting).
• Nightly Trading.
• Ensure timely processing of transactions.
• Completion of ASPPA's Retirement Plan Fundamentals courses (RPR).
• Assist with various operational projects as deemed necessary by supervisor/manager.
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.

Skills

Attention to detail

Highly organized

Written and verbal communication

Microsoft Word

Microsoft Excel

Education

Associate degree in Accounting

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

This position is responsible for processing various transactions for retirement plans, including trading responsibilities.

Essential Duties

• Create and review various retirement plan transactions in the OMNI recordkeeping system


• Troubleshoot transaction rejects


• Review trial postings of transactions prepared by other OMNI processors


• Rotate through various responsibilities in the OMNI Processing Unit (contributions, enrollments, distributions/loans, dividend posting, trust accounting)


• Nightly Trading


• Ensure timely processing of transactions


• Completion of ASPPA's Retirement Plan Fundamentals courses (RPR)


• Assist with various operational projects as deemed necessary by supervisor/manager


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

Ancillary Duties

• 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.

Qualifications

• Two year degree in Accounting or related field required


• Minimum of 1 year Accounting, Payroll, or applicable office experience


• Ability to be highly organized and show an attention to detail


• Well-developed written and oral communication skills


• Ability to prioritize work assignments and multitask


• Display an intermediate level competency with Microsoft Word and Excel, as well as personal computer skills


• All applicants must be 18 years of age or older

Other Job Information

Hours: M-F 8:30-5:00

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

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 and 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 Affi…

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 $19.00/Hr.

Maximum

USD $25.60/Hr.