Associate Service Account Manager

UnitedHealth Group•Draper, UT

21h•Onsite

About The Position

This operational position exists to service the Optum Bank Health Savings Account (HSA) product for employers and individuals. Major areas of responsibility include understanding IRS rules and regulations pertaining to the HSA, processing tax and transactional corrections, clearly communicating with internal partners, and performing complex research. A financial background combined with strong analytical skills and the ability to adapt to change fast-paced environment are key to your success in this position. This position is full-time (40 hours/week) Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8:00 am - 5:00 pm. It may be necessary, given the business need, to work occasional overtime. This will be on the job training and the hours of training will be during normal business hours.

Requirements

High School Diploma / GED
Must be 18 years of age OR older
1+ years of experience with Microsoft Office including Word (create and edit documents), Excel (input, sort and interpret data), and Outlook (manage email and calendar)
6+ months of Banking, Financial Transactions, or Insurance industry experience
Ability to work full time onsite at 12921 South Vista Station Blvd., Draper, Utah
Ability to work full-time (40 hours/week) Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8:00 am - 5:00 pm. It may be necessary, given the business need, to work occasional overtime

Nice To Haves

Understanding of the IRS rules and regulations related to Health Savings Accounts
Proficient with data entry; keyboarding and ten-key
Operational experience related to banking accounts

Responsibilities

Processing incoming transactional requests from consumers and employers
Researching and resolving moderate to complex customer issues
Initiating and balancing transactions to DDA and GL accounts
Performing various transaction postings and corrections with understanding of tax implications to the HSA product
Initiating incoming and outgoing ACH transactions
Communicating with internal partners to resolve requests and issues
Providing exceptional customer service in a fast-paced environment while dealing with sensitive information and situations
Seeking out process improvements
Promptness, reliability, and accuracy in work, especially when dealing with deposit transactions