Assoc, Memb Svcs Financial Ops
At HSA Bank, we’re working toward a world where everyone is empowered to save for a healthy future. Our offerings in the healthcare savings space drive down healthcare costs, increase access, and assist with decision-making for consumers, health plans, partners, and advisors.
Are you ready to join us?
Job Summary:
To provide world-class customer service to our accountholders through performance of complex Member Services functions including but not limited to processing of ACH origination/receipt; ACH returns/NOC's; NSF, in-clearing, return and forward cash letters; check adjustments; statement processing; research requests; file processing; SOX testing; year-end tax processing; and performing complex reconciliations. Additionally, this role includes training, troubleshooting, research and quality control checks. Maintain compliance with Federal and State regulations, NACHA rules and regulations as well as Webster/HSA Bank policies and procedures. Meet/exceed individual performance goals, service level objectives, and demonstrate operational excellence. Proven proficiency in all major skill sets. Support continuous improvement efforts and demonstrate self- motivation, flexibility, problem solving and decision-making skills.
Responsibilities:
Process account Excess Contributions removal, Internal Transfers, Account adjustments, Contribution Corrections, Refunds, Stop payments, and processing of Death and Divorce payments in an accurate and timely manner.
Process accountholder reimbursement requests. • Assist in training of tasks.
Prioritize and perform multiple tasks at the same time.
Regularly review procedures and update as needed, as well as create new procedures as needed.
Report systems or policy issues to appropriate parties.
Act as an advocate for the customer by submitting feedback through appropriate channels.
Consistently meet/exceed all customer service standards. • Model behavior consistent with Member Service standards, policies and procedures.
Other duties as assigned by Supervisor/Manager/Team Lead.
Work Hours:
- Standard 40 Hours, 8 hours per day, Monday to Friday. Consistent 8 hour shift can be chosen between the hours of 8:00 a.m. and 5:30 p.m.
- Ability to work a rotating shift remotely until end of shift.
- Overtime hours will be mandated as necessary.
- Annual PTO “blackout” periods will apply during peak processing times from mid-December to the end of January and again in mid-April.
REQUIREMENTS:
High School / GED required
Continuing education in Business or Finance desired Experience:
2 years of experience in data entry and analysis, in a financial or healthcare setting preferred
Experience with fund transfers and distributions desired
Experience/knowledge with tax reporting desired
Proficient in Microsoft Office Suite • Proficient in 10-key Job Skills / Knowledge: Strong customer service skills
Strong interpersonal skills
Excellent verbal and written communication skills
Possesses the ability to maintain the strictest confidentiality of company and customer information.
Ability to effectively multi-task
Excellent organizational skills with attention to detail
Ability to work with a diverse work force and customer base
Demonstrates flexibility and adaptability. Handles day-to-day challenges confidently and willing to adjust to multiple demands, shifting priorities, and rapid change.
Ability to effectively and efficiently use a variety of technologies and software programs
Strong commitment to achieving personal growth and success
Physical Demands & Working Conditions:
Typical office environment/working conditions.
Must remain at workstation for long periods of time.
Heavy keyboard/mouse usage required (repetitive movements).
Remote Access:
Remote processing may be required to support business needs. Mobile equipment will be provided. Internet access is the responsibility of the employees.
The estimated salary range for this position is $20.00USD to $21.00USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.
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Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.