Associate, Member Services 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 and oversight of operations functions encompassing account transactions.  Maintain compliance with Federal and State regulations as well as Webster/HSA Bank policies and procedures.  Meet/exceed individual service goals and demonstrate operational excellence.  Proven proficiency in all major skill sets.  Demonstrated self-motivation, flexibility, problem solving and decision-making skills.

Responsibilities:

• Process account closing, Trustee to Trustee transfer, withdrawal and stop payment requests in an accurate and timely manner.

• Respond to and process requests within team inbox, Salesforce and SharePoint in an accurate and timely manner.

• Assist and work in team growth projects and continuous process improvements.

• 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 Operations customer service standards, policies, and procedures.

• Other duties as assigned by Supervisor/Manager/Team Lead.

Work Hours:

• Standard 20 Hours, 4 hours per day, Monday to Friday.  Consistent 4 hour shift can be chosen between the hours of 12 p.m. and 5:00 p.m. 

• Additional hours will be mandated as necessary.

• Due to peak processing times, PTO approvals will be limited to one person at a time starting the 1st week of December thru the last week of February.

REQUIREMENTS:                                                                                                                                                

Education:

• High School / GED required

• Continuing education in Business or Finance desired

Experience:

• 1-2 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 is required. Computer equipment will be provided. Internet access is the responsibility of the employees.

The estimated salary range for this position is $19.00USD 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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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.