Account Executive

3 days ago

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Webster Bank

WebsiteLinkedInAll Job Openings

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

1001 - 5000

Description

• Account Executives proactively reach out to small/mid-size employer groups. • Provide insight on current program with a focus on customer satisfaction, increased profitability, retention and account growth. • Reacts to employer group customers who are at risk or who will no longer be utilizing HSA Bank’s services, offering solutions to dissolve pain points with the goal of retaining the customer relationship. • Facilitate mini strategy sessions with employer day to day contact. • Provide product training as needed to clients to ensure effective utilization of services. • Proactively identify growth opportunities and increased profitability. • Identify and cross sell product offering based on current offering. • Effectively sources and identifies client needs, gains feedback on our service levels. • Follows through with meeting identified needs and/or escalates to management level. • Monitor and respond to At Risk group activity. • Resolves client escalations. • Responsible for retention and saving of employer clients through issue resolution and education. • Identify trends and offer solutions. • Track activity and provide insight to HSA Bank leadership team. • Handles confidential and non-routine information. • Maintains confidentiality of all corporate, client, and research matters. • Identifies process improvement opportunities, initiates corrective action, and communicates any gaps to management. • Effectively tracks efforts and measures of success.

Requirements

• High School Diploma/GED and BS preferred • 2 - 4 years of related experience: CDH, Employee Benefits • Demonstrates flexibility and adaptability. • Handles day-to-day challenges confidently and willing to adjust to multiple demands, shifting priorities, ambiguity, and rapid change. • Keen ability to interact with clients at all levels of their organization. • Excellent interpersonal skills needed. • Energetic, results-oriented professional. • Must be "take charge" type that can effectively problem solve. • Possesses the ability to maintain the strictest confidentiality of company and customer information. • Attention to Detail • Consistent and accurate • Bi-lingual is a plus • Employer benefit account experience preferred