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NBT Bank Client Service Specialist in United States

Pay Range: $19.61 - $27.00

Deliverclient servicefordaily record-keeping, administration and servicing of assigned his/her book of business to promote revenue growth, productivity and exceptional levels of customer satisfaction.

Education and Experience:

  • Associate's degree and two (2) years' customer service related experience, or equivalent combination of education and experience

  • ASPPA Qualified 401(k) Administrator (QKA) designation or obtain designation within 24 months in position

Skills and Abilities:

  • Ability to read and interpret documents such as procedure manuals and technical procedures.

  • Ability to write routine correspondence. Ability to speak effectively with both internal and external contacts.

  • Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

  • Must have knowledge of Microsoft Office applications, and the ability to develop software skills provided by internal training within a reasonable time as determined by the Manager.

Tasks Performed:

  • 45% Proactively ensure plans are administered in compliance with plan provisions and current pension laws and regulations. Discuss the compliance testing process/results and all required government filings. Ensure that all services are delivered within EPIC RPS' documented service standards through timely communication with clients, plan sponsors, advisors and day to day contacts.

  • 30% Daily report monitoring and management, document pertinent client communication and provide internal and external project management support.

  • 20% Effectively communicate with all operational teams to ensure that record-keeping items are maintained for all assigned plans.

  • 5% Perform other duties as assigned.

Physical Requirements:

  • Communicate effectively with internal and/or external customers

  • Stationary 75% of time or greater

  • Move Objects to Maximum 10 lbs

NBT Bank offers a stimulating work environment that recognizes talent and encourages teamwork. Our employees benefit from a total compensation package, including competitive salary, bonuses and a wide range of benefits for eligible employees - like our Student Loan Repayment Program. Join NBT Bank and build your career through the many growth, learning and collaborative opportunities made available across the company.

  • EEO is the law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf)

  • EEO is the Law Poster Supplement

  • Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

  • Family Medical Leave Act (FMLA) Poster

  • Employee Polygraph Protection Act (EPPA) (https://www.dol.gov/sites/dolgov/files/WHD/legacy/files/eppac.pdf)

NBT Bank is an equal opportunity employer and fully supports a diversified environment. We do not discriminate against any applicant or employee because of race, color, religion, sex, national origin, age, disability, sexual orientation, marital status or veteran status, recently separated veterans, genetic information, victims of domestic violence and stalking or any other class protected by Federal, State or local law. This policy applies to all terms of employment.

NBT Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the Careers website or submission process, please call 1-888-804-1771 or contact us via email at humanresources@nbtbank.com. The Human Resources Shared Service Center hours of operation are Monday through Friday, 8:00 AM to 5:00 PM EST.