Assoc, Memb Svcs Memb Mgmt

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 complex operations functions encompassing business partner maintenance. 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 incoming investment partner information in a timely, responsible, and accurate manner

• Monitor incoming and outgoing investment partner files, upload transactions and reconcile General Ledger accounts daily

• Perform complex troubleshooting on investment related problems and/or individual client issues

• Process investment platform transfers and closings

• Perform business partner and investment partner outreach through the appropriate channels to resolve 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

• Available resource to the immediate Operations teams as well as first level of escalation for investment partner/account holder issues

• Assist other areas of the bank in researching and resolving issues

• 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:

• 40 Hours, 10 hours per day, 4 days per week Monday to Friday. Rotating scheduled days off Monday, Wednesday and Friday. 10 hour shifts 7:00am to 5:00pm.

• Overtime hours will be mandated as necessary.

REQUIREMENTS:

Education:

• High School / GED required

• Continuing education in Business or Finance is preferred

Experience:

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

• Experience with brokerage/investment platforms preferred

• Proficient in Microsoft Office Suite

• Proficient in 10-key

Job Skills / Knowledge:

• Knowledge of brokerage/investments processes

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

The estimated salary range for this position is $20.50USD to $21.50USD. 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.

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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Milwaukee, WI