Job Description

Requisition #


Hours Per Week



1515 N Rivercenter Dr-WI501





Job Description / Requirements

HSA Bank is a trusted leader in consumer-directed healthcare (CDH), focusing on Health Savings Accounts (HSAs) for over two decades and serving as both the bank and administrator. Discover how we can support your benefits strategy with our comprehensive account-based health benefit solutions that include HSAs, Flexible Spending Accounts (FSAs), Health Reimbursement Arrangements (HRAs), and Commuter Benefits. With a reputation for outstanding service and thought leadership in the CDH space, we offer one platform and one portal for all of our members. HSA Bank inspires 2.7 million members and more than 35,000 employer groups to own "your" health by making it easy to access, understand, and afford healthcare. As of September 30, 2018, HSA Bank has $7.2 billion in total footings comprising $5.6 billion in deposit balances and $1.6 billion in assets under administration through linked investment accounts. HSA Bank is a division of Webster Bank, N.A., Member FDIC.

Basic Function:

To provide world-class customer service to our accountholders through performance and oversight of complex operations functions encompassing account maintenance and account materials orders. 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.


  • Process customer orders such as debit cards, welcome kits and checkbooks in a responsible, timely and accurate manner
  • Process customer demographic changes and complete account maintenance in a responsible, timely and accurate manner
  • Process manual transactions and plan specific updates on FSAs, HRAs, etc
  • Process employment status updates, accountholder terminations and consumer moves
  • Participate in researching and resolving critical incidents
  • Monitor, edit and send daily orders files to vendors
  • Assist in training of new Coordinators
  • Review, update and/or create new operational procedures as needed
  • Prioritize and perform multiple tasks at the same time
  • Take ownership of escalated issues and 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

Work Hours:

  • Standard 40 Hours, 8 hours per day, Monday to Friday. Flexible, consistent 8 hour shift can be chosen starting between the hours of 7:00AM and 9:00AM and ending between the hours of 3:00PM and 6:00PM
  • Overtime hours will be mandated as necessary
  • Annual peak season PTO subject to limited availability during peak processing times from the 2nd week of December through the 1st week of January and again the week of the tax due date and the following week.



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


  • 2 years of experience in data entry and analysis, in a financial or healthcare setting preferred
  • 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

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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