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Census Coordinator

Community Financial System, Inc.
locationEl Cinco, San Juan, Puerto Rico
PublishedPublished: 6/14/2022
Full Time

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 responsibilities include importing data files; training new and existing clients to use CensusPro; maintaining census customer service; assisting the Conversion department with new plans; contributing as an active member of the Trade Team; and other duties.

  • Import data files by creating maps and posting for processing
  • Provide client set up, training, and customer service on propriety software, CensusPro
  • Assist Clients and their vendors to prepare files per specifications
  • Contribute as an active member of the Trade Team
  • Actively work with the Conversion, Document, and Consulting Departments to ensure plans are set up appropriately
  • Initiate and maintain communication with the client throughout the conversion process, training, importing files, and creating maps with CensusPro
  • Provide ongoing Customer Service
  • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all training requirements in a timely manner.


Qualifications

  • Minimum Two-Year Degree in Accounting or Business
  • Well-developed written and oral communication skills
  • Ability to be highly organized and show attention to detail
  • Ability to prioritize work assignments and multi task
  • Display an intermediate level competency with Microsoft Work and Excel, as well as personal computer skills
  • Minimum of 2 years Accounting, Payroll or applicable offer experience
  • All applicants must be 18 years of age or older
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