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?
Responsibilities:
- 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 knowledge expert on multiple product lines including Health Savings Accounts, Health Reimbursement Accounts, Flexible Spending Accounts (Health and Dependent), Commuter Benefits, etc.
- Document all employer interactions to ensure all employer and company goals are met.
- Identify the best products and processes to meet needs of employers.
- Effectively communicate internally and externally, in a professional manner, while setting accurate expectations for issue resolution.
- Identify opportunities for process improvements & provide feedback to leadership.
- Regular, consistent, and punctual attendance.
- Navigate through multiple software applications to manage employer account information.
- Responsible for hitting and achieving team objectives and goals.
- Deliver educational presentations to employers.
- Ensure all interactions tasks are completed according to team objectives and goals.
- Drive to expand personal and professional growth.
- Other duties and responsibilities as assigned by leadership.
REQUIREMENTS:
Education:
- High School / GED required
Experience:
- Minimum of 1 year of direct customer service experience with agents and employers (in-person customer facing work experience or call center experience)
- 1 year of HSA Bank experience preferred
Licenses / Certifications:
- NA
Job Skills / Knowledge:
- 1 year of experience minimum servicing partners or large employers is preferred
- Strong customer service skills
- Strong interpersonal skills
- Strong troubleshooting and decision making skills
- Excellent verbal and written communication skills
- Prior experience with customer service telephone queue environment is preferred
- Proficient in Microsoft Office Suite
- Possesses the ability to maintain the strictest confidentiality of company and customer information
- Ability to effectively multi-task
- Strong 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
- Strong commitment to achieving personal growth and success
Physical Demands & Working Conditions:
- Typical office environment and working conditions
- Ability to work any shift between 7:00 AM and 7:00 PM CST
- Must remain at workstation for long periods of time
- Heavy keyboard/mouse usage required (repetitive movements)
- Headset usage required for long periods of time
The estimated salary range for this position is $35,000.00 USD to $43,000.00 USD. 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.