Retirement Plan Education Coordinator

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.

The Retirement Plan Education Coordinator is responsible for developing and delivering retirement plan education and financial wellness programs to plan participants. This role supports the overall engagement strategy by providing clear, accessible, and impactful guidance on retirement plan benefits, financial literacy, and savings strategies.

      Essential Requirements: 

• Conduct group and one-on-one participant education meetings (in person or virtually), explaining retirement plan features, investment options, and distribution strategies.
• Design customized educational materials and campaigns based on plan demographics and employer goals.
• Respond to participant inquiries regarding plan rules, enrollment, contribution changes, rollovers, loans, and distributions.
• Partner with plan sponsors and advisors to schedule and promote educational sessions.
• Help participants understand investment risk, diversification, and long-term savings strategies.
• Stay current on retirement plan trends, regulatory changes, and IRS/DOL requirements.
• Monitor and report on participant engagement metrics and education outcomes.
• Support compliance with ERISA, IRS, and DOL regulations.
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Experience / Skills 

• Bachelor’s degree in Finance, Business, Education, or related field.
• 1 years of experience in retirement plan education, financial services, or employee benefits.
• Knowledge of 1081 Retirement Plans and other defined contribution plans.
• Excellent presentation and communication skills.
• Bilingual (Spanish/English) required.
• Professional designations (QKA, CRPS, CPFA, CFP) a plus.
• Ability to travel as needed for onsite meetings and events.
• Strong interpersonal and listening skills.
• Ability to explain complex financial topics in a clear and engaging manner.
• Comfortable using technology for virtual presentations (Zoom, Teams, etc.).
• Organizational and project management skills.
• Commitment to improving participant retirement readiness.

Hours: 25 hours/week

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.

Salary : $19 - $26