Associate, Member Services Financial Ops

HSA Bank, a division of Webster Bank, N.A.•Sheboygan, WI

10d

About The Position

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.

Requirements

High school diploma or GED required.
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
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
0-2 years Experience in banking or financial services industry required
0-2 years Experience in balancing and account reconciliation preferred

Nice To Haves

Advanced degree – Associates, Bachelors, Masters, etc. – preferred.
Experience with QuickBooks, is a plus

Responsibilities

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