Associate - Member Services Financial Ops

November 7

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Webster Bank

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

1001 - 5000

Description

• 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. • 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.

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