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Associate, Member Services Financial Operations

HSA BankHSA Bank·Financial Services

Compensation

$20.00usd

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<60 sec

via Aplyr Quick Apply

Posted

4 days

01

About the role

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?

To provide world-class customer service to our accountholders through performance of operations functions
encompassing processing of customer contributions. 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.

What you will do

  • Process customer contributions and invoice payments received via paper check within designated regulations

  • Perform accountholder and business partner outreach to resolve contribution 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.

  • 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


Skills and Abilities

  • 2 years’ experience in data entry, in a finance or healthcare setting preferred

  • Experience in cash handling or balancing preferred

  • Experience processing invoices preferred

  • Proficient in Microsoft Office Suite, specifically Excel

  • Experience with QuickBooks, is a plus

  • 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 willingto adjust to multiple demands, shifting priorities, and rapid change.

  • Strong commitment to achieving personal growth and success

  • Standard 40 Hours, 8 hours per day, Monday to Friday. Consistent 8-hour shift can be chosen between the hours of 8:00 a.m. and 5:00 p.m.

  • Overtime hours will be mandated as necessary.

  • Due to peak processing times, PTO approvals will be limited during the months of December-January and April-May.


Education Qualifications

  • High school diploma or GED required.

  • Advanced degree – Associates, Bachelors, Masters, etc. – preferred.


Experience Qualifications

  • 2 years’ experience in data entry, in a finance or healthcare setting preferred

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.

 

#LI-BY1

#LI-ONSITE

Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.

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Aplyr's read

HSA Bank specializes in health savings accounts, offering tax-free solutions for medical expenses. Ideal for those interested in consumer-directed healthcare finance.

Synthesized from recent postings & public sources

What's promising

  • HSA Bank is a leader in the niche market of health savings accounts.
  • The company offers tax-free solutions, appealing to cost-conscious consumers.
  • Recent hiring in client services and sales suggests growth and investment in customer relations.

What to watch

  • Limited public information about company culture and employee satisfaction.
  • Dependent on regulatory environment for tax-advantaged status of products.
  • The niche focus may limit career growth opportunities within the company.

Why HSA Bank

  • HSA Bank focuses exclusively on consumer-directed healthcare financial solutions.
  • Offers a specialized product that combines healthcare and financial services.
  • The company plays a crucial role in helping individuals manage medical expenses tax-free.

Aplyr’s read is generated by AI from public sources. Was it useful?

03

About HSA Bank

HSA Bank is a leading provider of health savings accounts (HSAs) and other consumer-directed health care solutions, enabling individuals to save for medical expenses tax-free.

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