If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer.
Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!
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.
Key responsibilities for the role:
- 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.
- 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.
- Assist in training of other Coordinators.
- 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
Work Hours:
- Standard 40 Hours, 8 hours per day, Monday to Friday. Consistent 8 hour shift can be chosen between the hours of 7:00 a.m. and 5:00 p.m.
- 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.
Key skills/experience qualifications for the role:
- High school diploma or GED required.
- Continuing education in Business or Finance desired.
- 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
- 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
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.
