Assoc. Member Services Financial Operations

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:

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.

Responsibilities:

• 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.

Education & Experience

• 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 $21.00USD to $23.00USD. 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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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.