Job Information
Wisconsin State Job Bank Assoc, Memb Svcs Financial Ops in MILWAUKEE, Wisconsin
JOB REQUIREMENTS: Occupational Category: Please choose the most appropriate choice based on the Job Title and Description. Duties and Responsibilties of Job: 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 40 hours, consistent 8-hour shift from 8 am - 4 pm * 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 ofDecember thru the last week of February. REQUIREMENTS: Education: * High School / GED required * Continuing education in Business or Finance desired 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 \$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. ***** APPLICATION INSTRUCTIONS: Apply Online: https://www.aplitr k.com/?adid=YmJnZW5lcmljLjczNDYxLjg3NzBAd2Vic3RlcmNvbXAuYXBsaXRyYWsuY29t