Job Description

Date Active

Sep 17, 2021 12:00:00 AM

Requisition #


Hours Per Week



605 N 8th St. STE 320-WI101





Job Description / Requirements

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?


Basic Function:

To provide world-class customer service to our accountholders through performance of complex Member Services functions including but not limited to processing of incoming and outgoing business partner and consumer wires; posting of brokerage transaction files; and research requests. Maintain compliance with Federal and State 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.





  • Process and oversee complex incoming customer and employer requests including, but not limited to, incoming and outgoing wires, brokerage transaction files in a responsible, timely and accurate manner.
  • Perform rotation of daily tasks and help co-workers with tasks as needed to evenly distribute workloads. Prioritize and perform multiple tasks at the same time.
  • Periodically perform daily tasks remotely if necessary.
  • Work with strict hourly and daily deadlines to ensure funds are sent to the Federal Reserve on a timely basis.
  • Available resource to the immediate Member Services team.
  • Research and respond appropriately to interdepartmental and business partner inquiries regarding employer groups and consumers. If inquiry is outside the department, reassign inquiries to correct department(s) using available resources.
  • Act as an advocate for the customer by submitting feedback through appropriate channels.
  • Consistently meet/exceed all customer service standards
  • Model behavior consistent with Webster's values, policies and procedures.
  • Other duties as assigned by Supervisor/Manager








REQUIREMENTS: Describe the educational background, experiences and skills necessary for successful performance in this position.



  • High School / GED required.
  • Continuing education in Business or Finance desired.



  • 2 - 3 years' experience in banking or financial services industry
  • Transaction processing and knowledge of compliance policy and regulations
  • Experience in balancing and account reconciliation preferred
  • Proficiency in Microsoft Office Suite, specifically Excel required (create and edit basic formulas, copy and paste data, sort, perform basic formatting, rename a file)
  • Proficiency in 10-key


Job Skills / Knowledge:

  • Strong customer service, interpersonal and decision making skills
  • Troubleshooting and problem analysis 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
  • Demonstrates ability to think critically
  • Strong commitment to achieving personal growth and success
  • Ability to remain organized, motivated and self-disciplined when working remotely

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)


Flexible Schedule:

  • Non-Standard 40 Hours, 10 hours per day, 4 days per week, Monday to Friday with variable day off. Ability to work a rotating shift of tasks between the hours of 7:00 a.m. and 5:00 p.m.
  • Overtime hours will be mandated as necessary.
  • Travel to alternate office location on occasion for training
  • Paid Time Off (PTO) approval is limited to one person at a time

Remote Access:

  • Remote processing may be required to support business needs. Mobile equipment will be provided. Internet access is the responsibility of the employees.

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

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