What are the responsibilities and job description for the Assoc, Memb Svcs Financial Ops position at HSA Bank?
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 operations functions encompassing account transactions. 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 account closing, Trustee to Trustee transfer, withdrawal and stop payment requests in an accurate and timely manner.
Respond to and process requests within team inbox, Salesforce and SharePoint in an accurate and timely manner.
Assist and work in team growth projects and continuous process improvements.
Assist in training of tasks.
Prioritize and perform multiple tasks at the same time.
Regularly review procedures and update as needed, as well as create new procedures as needed.
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/Team Lead.
Work Hours:
Standard 40 hours, consistent 8-hour shift from 8 am - 4 pm
Overtime hours will be mandated as necessary.
Due to peak processing times, PTO approvals will be limited to one person at a time starting the 1st week of December thru the last week of February.
REQUIREMENTS:
Education:
High School / GED required
Continuing education in Business or Finance desired
Experience:
1-2 years of experience in data entry and analysis, in a financial or healthcare setting preferred
Experience with fund transfers and distributions desired
Experience/knowledge with tax reporting desired
Proficient in Microsoft Office Suite
Proficient in 10-key
Job Skills / Knowledge:
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 processing is required. Computer equipment will be provided. Internet access is the responsibility of the employees.
The estimated salary range for this position is $20.00USD to $21.00USD. 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.
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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.
Salary : $21
