Job Description

Date Active

Sep 17, 2021 12:00:00 AM

Requisition #

21-1449

Hours Per Week

40

Location

605 N 8th St. STE 320-WI101

City

Sheboygan

State

Wisconsin

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.

 

 

Responsibilities:

 

  • 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.

 

Education:

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

 

Experience:

  • 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.
 
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#LI-MM2
 

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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