Member Onboarding Specialist

March 14

🍂 Massachusetts – Remote

Although this job is listed in Massachusetts, this company may be open to hiring remote in other states.

💵 $22 - $26 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

🚀 Onboarding Specialist

🦅 H1B Visa Sponsor

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Webster Bank

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Webster Bank is a financial institution that offers a wide range of personal and business banking services. It provides personal banking solutions including checking and savings accounts, loans, and wealth management services. For businesses, Webster Bank offers customized banking solutions such as commercial loans, treasury management, and business credit services, delivered with personalized attention by dedicated relationship managers. The bank is committed to making everyday financial lives easier through digital conveniences and community-focused services.

Commercial Banking • HSA Bank • Consumer Bank • Small Business • Asset Based Lending

1001 - 5000 employees

Founded 1935

🏦 Banking

💸 Finance

💳 Fintech

📋 Description

• Responsible for ensuring a seamless and exceptional onboarding experience for new members • Exceptional communication skills and ability to adapt correspondence to various audiences • Create a positive first impression by gathering necessary information for members • Manage member inquiries via calls, emails, or chats • Ensure timely contact with new members within 24-48 hours • Identify and resolve member needs for an ultimate customer experience • Guide members through registering for Member Portal access • Listen to service problems, determine root causes, and present resolution options • Document all communication and upload documents to internal database • Maintain clear documentation of member conversations

🎯 Requirements

• 3+ years of experience in a customer service role, preferably in a call center environment • Strong people skills • Ability to build relationships with internal and external stakeholders • Skilled in educating members on the benefits of their membership • Excellent written and verbal communication skills • Skilled at recognizing individual differences in communication and adapting your approach accordingly • Excellent attention to detail to ensure full onboarding of our members and treatment plans are well documented • Exceptional time management skills • Well versed with healthcare and medical terminology • Aptitude for problem-solving • Sound business judgment • Exceptional computer skills (Microsoft Office Suite) • Ability to work independently and as a member of a team

🏖️ Benefits

• Opportunity to get involved with engagement, diversity, and philanthropic initiatives from day one • Help achieve our goal of Limitless Inclusion for All • Foster an environment of limitless inclusion and belonging