Participant Services Representative

OneGroup; Spokane (WA); Hybrid; USD 24.000 - 33.000; Vollzeit

Benefits dieser Stelle

11 paid holidays

Paid vacation

Medical Insurance

Vision Insurance

Dental Insurance

401K with match

Pension

Tuition Reimbursement

Banking discounts

Zusammenfassung

Community Financial System, Inc. (CFSI) is seeking a BPAS Participant Services Representative to respond to retirement plan and benefit questions by phone or e‑mail in a courteous, knowledgeable manner, helping participants understand options and details.

You will learn industry content, use software, study for ASPPA exams, assist internal departments, and help the department and company achieve goals while maintaining compliance.

Qualifikationen

• 2 year degree preferred in Business, Accounting or related field.
• Customer service experience required, or a degree in lieu of experience.
• Experience with retirement or benefits plans is a plus (FSA, VEBA, HSA).
• Strong written and oral communication, highly organized, detail-oriented.
• Bilingual English/Spanish preferred; 18+ years of age.

Aufgaben

• Respond to retirement plan and benefit questions via phone or email.
• Learn and understand industry content and applicable laws/regulations.
• Become proficient with software applications used in the role.
• Study for and pass ASPPA Retirement Plan Fundamentals course, as applicable.
• Provide assistance to internal departments and help the company meet goals.
• Maintain compliance with policies, procedures, and training requirements.

Kenntnisse

Customer service

Communication

Attention to detail

Microsoft Word

Microsoft Excel

Bilingual (English/Spanish)

Ausbildung

Associate degree in Business/Accounting or related field

Tools

Microsoft Word

Microsoft Excel

Jobbeschreibung

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.

• 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 ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

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.

Other Job Information

Hours: Hours: M-F 8:30AM-5:00PM PT

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 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.