Associate, Member Services Financial Operations - Remote
- locations
- WI Milwaukee
- Remote-Nationwide
- time type
- Full time
- posted on
- Posted 6 Days Ago
- job requisition id
- R25_0000000338
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 of complex Member Services functions including but not limited to batch file processing, CPF file processing, wire processing, core system updates, and performing complex reconciliations. Maintain compliance with Federal and State regulations as well as Webster/HSA Bank policies and procedures. Meet/exceed individual performance goals, service level objectives, and demonstrate operational excellence. Proven proficiency in all major skill sets. Support continuous improvement efforts and demonstrate self-motivation, flexibility, problem solving and decision-making skills.
Responsibilities:
Process and oversee complex batch file processing; CPF file processing; incoming and outgoing customer and employer wires; performing core system updates; and performing complex reconciliations in a responsible, timely and accurate manner.
Perform rotation of daily tasks and help co-workers with tasks as needed to evenly distribute workloads. Prioritize and perform multiple tasks at the same time.
Work with strict hourly and daily deadlines to ensure funds are sent to the Federal Reserve on a timely basis.
Available resource to the immediate Member Services team.
Research and respond appropriately to interdepartmental and business partner inquiries regarding employer groups and consumers. If inquiry is outside the department, reassign inquiries to correct department(s) using available resources.
Act as an advocate for the customer by submitting feedback through appropriate channels.
Consistently meet/exceed all customer service standards
Model behavior consistent with Webster’s values, policies and procedures.
Other duties as assigned by Supervisor/Manager
Requirements:
Education:
High School / GED required.
Continuing education in Business or Finance desired.
Experience:
2 - 3 years’ experience in banking or financial services industry
Transaction processing and knowledge of compliance policy and regulations Experience in balancing and account reconciliation preferred
Proficiency in Microsoft Office Suite, specifically Excel required (create and edit basic formulas, copy and paste data, sort, perform basic formatting, rename a file)
Proficiency in 10-key
Job Skills / Knowledge:
Strong customer service, interpersonal and decision-making skills
Troubleshooting and problem analysis 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
Demonstrates ability to think critically
Strong commitment to achieving personal growth and success
Ability to remain organized, motivated, and self-disciplined while working remotely
Physical Demands & Working Conditions:
Must remain at workstation for long periods of time
Heavy keyboard/mouse usage required (repetitive movements)
Flexible Schedule:
Non-Standard 40 Hours, 8 hours per day, Monday to Friday. Ability to work a rotating shift of tasks between the hours of 8:00 am and 8:00 pm (varying start times of 8:00AM – 12:00PM).
Overtime hours will be mandated as necessary.
May be required to work during year end, may include some weekends and holidays
Travel to alternate office locations on occasion for training
Paid Time Off (PTO) approval may be limited to one person at a time
Remote Access:
Remote processing is required to support business needs. Mobile equipment will be provided. Internet access is the responsibility of the employee.
The estimated salary range for this position is $21.00USD to $22.00USD. 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.
#LI-BY1
#LI-REMOTE
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.
About Us
We partner with our clients to help them achieve meaningful health and wealth outcomes through and beyond lifecycle with personalized, data-rich digital experiences.
We help over 3 million individuals and 30,000 employers of all-sized companies, nationwide, maximize their employee benefits. And we work with approximately 6,500 agents, brokers and consultants who serve employers. We continue to challenge the status quo and harness innovation to create value for our customers and clients. We constantly develop new products and services to ensure we meet and exceed evolving health and wealth needs.
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