Retirement Benefits Support Specialist

Community Bank, NA; Spokane, Northern (WA, KY); Hybrid; USD 24,000 - 33,000; Full time

Benefits offered by this job

11 paid holidays

Paid vacation

Medical, Vision & Dental insurance

401K with generous match

Pension

Tuition Reimbursement

Banking discounts

Job summary

Community Financial System, Inc. (CFSI) is seeking a BPAS Participant Services Representative for the Community Bank, N.A. team.

You will handle retirement and benefit plan questions via phone or email, delivering courteous, knowledgeable support to plan participants. Ideal candidates have a 2-year degree in business or accounting, strong communication skills, and the ability to manage multiple tasks. The role includes standard hours and a comprehensive benefits package; bilingual

Qualifications

• Minimum 2 year degree in Business, Accounting or related field preferred.
• Customer Service experience required, or a degree in lieu of experience.
• Experience with retirement plans or benefits plans (FSA, VEBA, HSA) is a plus.
• Well-developed written and oral communication; highly organized and detail oriented; ability to multi-task.

Responsibilities

• 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 Retirement Plan Fundamentals Course, as applicable
• Provide assistance to internal departments
• As an integral member of the organization, assist 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

Skills

Customer service

Communication skills

Bilingual EN/ES

Education

Associate/Bachelor degree in Business/Accounting

Tools

Microsoft Word

Microsoft Excel

Job description

Community Financial System, Inc. (CFSI) is seeking a BPAS Participant Services Representative for the Community Bank, N.A. team.

You will handle retirement and benefit plan questions via phone or email, delivering courteous, knowledgeable support to plan participants. Ideal candidates have a 2-year degree in business or accounting, strong communication skills, and the ability to manage multiple tasks. The role includes standard hours and a comprehensive benefits package; bilingual