Specialist, Relationship Manager at HSA Bank in Milwaukee, Wisconsin

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 FUNCTION:



The Associate Relationship Manager (ARM) assists and partners with a designated team of Senior and Strategic Relationship Managers to facilitate the completion of the back-end tasks and client requests in a timely fashion. Works as a strategic partner and advisor to clients and the overall team by analyzing, initiating, developing, and recommending new opportunities for additional products, services, and process improvements.



***Remote

Associate Relationship Manager




JOB RESPONSIBILITIES:

• Account Management of priority C clients of aligned Relationship
  
  


• Manager client portfolio
  
  


• "Back end" management of priority A&B clients for aligned Relationship Manager client portfolio
  
  


• Conduct virtual Strategic Planning Meetings for assigned C clients with oversight from Relationship Manager
  
  


• Manages the submission and confirmed completion of Sales force cases for aligned Relationship Manager client portfolio
  
  


• Achieve defined response score in ARM survey
  
  


• Grow Accounts and Balances for assigned book of C clients with oversight from the Relationship Manager
  
  


• Proactively identify growth/cross sell opportunities of assigned book of C clients with oversight from Relationship Manager
  
  


• Provide or coordinate product training as required to clients to ensure effective utilization of services
  
  


• Build trusted relationships with client executives through relationship building activities
  
  


• Pro-actively maintains ongoing communication. Effectively sources and identifies client needs, gains feedback on our service levels.
  
  


• Follows through with meeting identified needs and/or escalates to management level
  
  


• Handles confidential and non-routine information
  
  


• Maintains confidentiality of all corporate, client, and research matters
  
  


• Presents HSA information in a group setting
  
  


• Identifies process improvement opportunities, initiates corrective action, and communicates gap for strategic accounts to management
  
  


• Assists the overall team with product knowledge, processes, tasks and training leading to overall client satisfaction, retention and growth
  
  


• Tracks activity in Salesforce
  
  


• Perform other duties as assigned by management
  
  


• Travel - 5%
  
  

EDUCATION & EXPERIENCE

• High School / GED required.
  
  


• BS preferred
  
  

The estimated salary range for this position is $45,000USD to $55,00USD. 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. Apply Now