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Maintain customer relationships; proactively educate employers with helpful information regarding bank processes, procedures, and products. Provide exceptional customer service through reactive and proactive servicing via telephone, email, and chat. Provide first contact resolution and build lasting employer relationships. Must handle multiple priorities with a strong attention to detail. Product
Posted 1 day ago
Manage HSA Bank's growth strategy for the defined pillar to maximizing existing customer growth and develop expanded penetration/utilization. Responsible for a single narrowly defined function that is generally within a career discipline. The manager can be part of a larger department that has multiple managers of the same single function or is responsible for the function in a location. Typical n
Posted 2 days ago
Maintain customer relationships; proactively educate employers with helpful information regarding bank processes, procedures, and products. Provide exceptional customer service through reactive and proactive servicing via telephone, email, and chat. Provide first contact resolution and build lasting employer relationships. Must handle multiple priorities with a strong attention to detail. Product
Posted 3 days ago
Process account closing requests in an accurate and timely manner. Process Trustee to Trustee transfer requests in an accurate and timely manner. Process accountholder reimbursement requests. Process Stop Payment requests. 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
Posted 3 days ago
Maintain customer relationships; proactively educate employers with helpful information regarding bank processes, procedures, and products. Provide exceptional customer service through reactive and proactive servicing via telephone, email, and chat. Provide first contact resolution and build lasting employer relationships. Must handle multiple priorities with a strong attention to detail. Product
Posted 3 days ago
Maintain customer relationships; proactively educate employers with helpful information regarding bank processes, procedures, and products. Provide exceptional customer service through reactive and proactive servicing via telephone, email, and chat. Provide first contact resolution and build lasting employer relationships. Must handle multiple priorities with a strong attention to detail. Product
Posted 3 days ago
Process customer orders such as debit cards, welcome kits and checkbooks in a responsible, timely and accurate manner Process customer demographic changes and complete account maintenance in a responsible, timely and accurate manner Process manual transactions and plan specific updates on FSAs, HRAs, etc Process employment status updates, accountholder terminations and consumer moves Participate i
Posted 3 days ago
Process customer identity verifications within compliant and regulatory guidelines. Monitor accounts for various compliance related data points and ensuring corrective actions are taken as necessary. Process account closings within compliant and regulatory guidelines. Mail accountholder communications following strict timelines. Assist in training of tasks for existing BSA Coordinators. Prioritize
Posted 3 days ago
Requisition # 19 1676 Hours Per Week 40 Location 1515 N Rivercenter Dr WI501 City Milwaukee State Wisconsin Job Description / Requirements HSA Bank is a trusted leader in consumer directed healthcare (CDH), focusing on Health Savings Accounts (HSAs) for over two decades and serving as both the bank and administrator. Discover how we can support your benefits strategy with our comprehensive account
Posted 3 days ago
Process account Excess Contributions removal, Internal Transfers, Check printing, Account adjustments, Contribution Corrections, Refunds, Stop payments, and processing of Death and Divorce payments in an accurate and timely manner. Process accountholder reimbursement requests. Assist in training of tasks. Prioritize and perform multiple tasks at the same time. Regularly review procedures and updat
Posted 3 days ago
Process and oversee complex CPF file processing, contract processing; and performing core system updates; in a responsible, timely and accurate manner. Perform rotation of daily tasks and help co workers with tasks as needed to evenly distribute workloads. Prioritize and perform multiple tasks at the same time. Periodically perform daily tasks remotely if necessary. Work with strict hourly and dai
Posted 3 days ago
Process customer electronic contributions in a responsible, timely and accurate manner 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. Assist in train
Posted 3 days ago
Account Executive implements, maintains, and expands relationships with assigned strategic clients. Focused on customer satisfaction improvements, increased profitability, retention and account growth. Facilitated strategy sessions with client executives Provide or coordinate product training as required to clients to ensure effective utilization of services Build trusted relationships with client
Posted 18 days ago
The supervisor manages a group of software developers in support of HSA Bank's systems and processes within an agile development environment. Will be an expert in all aspects of the software development lifecycle and provide work direction and leadership to direct reports in order to deliver assigned work on time and within budget. With be a collaborator with IT and Business teams with an emphasis
Posted 25 days ago
Independently create strategic plan that helps Partner meet its objectives while increasing HSA Bank revenue, market share, partner satisfaction, HSA adoption, client and accountholder education along with other drivers of success. Obtain consensus from partner to implement this plan. Identify and maintain frequent and consistent contact with Partner executives, key decision makers, influencers, A
Posted 1 month ago
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