What are the responsibilities and job description for the Associate, Member Services Financial Ops position at HSA Bank, a division of Webster Bank, N.A.?
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?
To provide world-class customer service to our accountholders through performance of operations functions encompassing processing of customer contributions. 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.
What You Will Do
Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.
Are you ready to join us?
To provide world-class customer service to our accountholders through performance of operations functions encompassing processing of customer contributions. 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.
What You Will Do
- Process customer contributions and invoice payments received via paper check within designated regulations
- Perform accountholder and business partner outreach to resolve contribution issues
- Communicate and reinforce changes in operational policies and procedures.
- Resolve problems on a case-by-case, customer-by-customer basis which may include policy, procedure, process, compliance and risk assessment.
- Participate in project testing or as subject matter expert as required
- 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.
- Assist other Member Services teams when needed or requested
- Other duties as assigned by Supervisor/Manager
- 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 5:00 p.m.
- Overtime hours will be mandated as necessary.
- Due to peak processing times, PTO approvals will be limited during the months of December-January and April-May.
- High school diploma or GED required.
- Advanced degree – Associates, Bachelors, Masters, etc. – preferred.
- 2 years’ experience in data entry, in a finance or healthcare setting preferred
- Experience in cash handling or balancing preferred
- Experience processing invoices preferred
- Proficient in Microsoft Office Suite, specifically Excel
- Experience with QuickBooks, is a plus
- Proficient in 10-key
- 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.
- Strong commitment to achieving personal growth and success
- H.S. Diploma or General Education Degree (GED) required
- 0-2 years Experience in banking or financial services industry required
- 0-2 years Experience in balancing and account reconciliation preferred
Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.
Salary : $21