Assoc, Memb Svcs Memb Mgmt 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 summary:



To provide world-class customer service to our accountholders through performance and oversight of complex operations functions encompassing business partner maintenance. 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 incoming investment partner information in a timely, responsible, and accurate manner
  
  


• Monitor incoming and outgoing investment partner files, upload transactions and reconcile General Ledger accounts daily
  
  


• Perform complex troubleshooting on investment related problems and/or individual client issues
  
  


• Process investment platform transfers and closings
  
  


• Perform business partner and investment partner outreach through the appropriate channels to resolve issues
  
  


• 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
  
  


• Available resource to the immediate Operations teams as well as first level of escalation for investment partner/account holder issues
  
  


• Assist other areas of the bank in researching and resolving issues
  
  


• 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.
  
  


• Other duties as assigned by Supervisor/Manager.
  
  

Work Hours:

• 
  40 Hours, 10 hours per day, 4 days per week Monday to Friday. Rotating scheduled days off Monday, Wednesday and Friday. 10 hour shifts 7:00am to 5:00pm.
  
  
  


• Overtime hours will be mandated as necessary.
  
  

REQUIREMENTS:




Education:

• High School / GED required
  
  


• Continuing education in Business or Finance is preferred
  
  

Experience:

• 2 years of experience in data entry and analysis, in a financial setting preferred
  
  


• Experience with brokerage/investment platforms preferred
  
  


• Proficient in Microsoft Office Suite
  
  


• Proficient in 10-key
  
  

Job Skills / Knowledge:

• Knowledge of brokerage/investments processes
  
  


• 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 will be required to support business needs. Mobile equipment will be provided. Internet access is the responsibility of the employees.
  
  

The estimated salary range for this position is $20.50USD to $21.50USD. 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