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Customer Service Representative

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Community Bank, N.A.

Sep 17

  • Job
    Full-time
    Entry & Junior Level
  • Customer Relations
    People, HR & Administration
  • Utica

AI generated summary

  • You need a 2-year degree or relevant experience, customer service skills, strong communication, organization, multitasking abilities, and intermediate Microsoft Office skills. Bilingual is a plus.
  • You will assist retirement and benefit plan participants via phone and email, uphold industry knowledge, comply with regulations, support internal teams, and maintain software proficiency.

Requirements

  • 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.

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 adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion

FAQs

What are the working hours for the Customer Service Representative position?

The working hours are from 8:00 am to 4:30 pm, Monday through Friday.

Is customer service experience required for this role?

Yes, customer service experience is required, or a degree can be considered in lieu of experience.

What type of educational qualifications are preferred for this position?

A minimum 2-year degree in Business, Accounting, or a related field is preferred.

Are there opportunities for professional development related to retirement plans?

Yes, you will have the opportunity to study for and pass the ASPPA Retirement Plan Fundamentals Course.

Is bilingualism preferred for this role?

Yes, being bilingual in English and Spanish is preferred.

What benefits can I expect if I am hired for this position?

Benefits include competitive salary, 11 paid holidays, paid vacation, medical, vision, and dental insurance, 401K with a generous match, pension, tuition reimbursement, and banking discounts.

Are there any physical demands for this role?

Yes, the role may require standing, walking, or sitting, and occasionally lifting or moving up to 25 pounds.

What is the compensation range for this position?

The compensation ranges from a minimum of USD $19.00 per hour to a maximum of USD $25.60 per hour, commensurate with experience.

Is this company an equal opportunity employer?

Yes, the Company is an Affirmative Action, Equal Opportunity Employer.

Are reasonable accommodations available for individuals with disabilities?

Yes, the Company will make reasonable accommodations for qualified individuals with a disability.

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Community Bank, N.A.

Finance
Industry
1001-5000
Employees

Mission & Purpose

Community Bank System Inc. (NYSE:CBU) is a full-service financial institution with more than 225 customer locations across New York, Pennsylvania, Vermont and Massachusetts, where we’re known as Community Bank, N.A. With over $16.2 billion in assets, we have the resources to finance a wide range of personal, business banking and commercial business needs. Since 2012, Community Bank has consistently been named in the top 15 on Forbes’ list of Best Banks in America, twice reaching the No. 3 spot. Established in 1866, Community Bank empowers our more than 3,000 employees across 21 states to be decision makers at the local level, leveraging the strong personal relationships we have with our customers with their financial expertise to drive the best results. This gives our team the confidence to make those decisions, and our customers the comfort in knowing the person they work with every day is the person they need to talk to. We consistently invest in our communities through financial support, fundraisers and volunteer efforts, giving our employees the support to help make a difference. Whether it’s donating to local non-profit organizations or financing the businesses that give a community its identity, working together to make life better is what Community Bank is all about. Member FDIC. Equal Housing Lender. Our Diversity Council of more than 100 employees was created to make sure no one feels unheard, unseen or uninvited. Through that effort, we’ll foster a culture that doesn’t just accept diversity, but values it. For more info, visit cbna.com/diversity. Other subsidiaries within the Community Bank System Inc. family include: Community Bank Wealth Management: - Community Investment Services, Inc. - Community Bank Trust Services - The Carta Group - One Group Retirement Advisors - Nottingham Advisors, Inc. Partners: - Benefit Plans Administrative Services, LLC - OneGroup