Job Description
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 20 Hours, 4 hours per day, Monday to Friday. Consistent 4 hour shift can be chosen between the hours of 12 p.m. and 5:00 p.m.
- Additional 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
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 $19.00USD 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.
