Associate, Employer Support

🕒 2 days ago

🧀 Wisconsin – Remote

🧀 Wisconsin – Remote

💵 $22 - $24 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Webster Bank

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1935

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

Webster Bank is a financial services company that offers a wide range of banking solutions for individuals, small business owners, and commercial entities. It provides personal and business checking and savings accounts, loans, mortgages, and investment services, as well as wealth management and retirement planning. Webster Bank emphasizes digital convenience through mobile and online banking platforms while also providing personalized assistance from dedicated relationship managers. The bank is committed to serving diverse industries and communities, with specialized offerings in areas like healthcare, manufacturing, and government banking. Webster Bank is dedicated to helping clients achieve their financial goals through tailored solutions and expert guidance, ensuring security and trust are maintained at all times.

📋 Description

• Serve as the primary point of contact for assigned clients. • Build trusted relationships across all levels with employers and consultants. • Proactively educate clients with information and self-service tools regarding bank processes, procedures, and products. • Provide exceptional customer service through reactive and proactive servicing via telephone, live chat and email. • Develop and execute plans that align employer needs with HSA Bank solutions. • Provide first contact resolution on every interaction. • Must handle multiple priorities with a strong attention to detail. • Collaborate cross-functionally with sales, operations, and product teams to ensure a seamless customer experience. • Proactively identify cross-selling opportunities to maximize client engagement and retention. • Effectively and efficiently service client needs while hitting SLA and SLO targets. • 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 and consultant interactions to ensure all client and company goals are met. • Effectively communicate internally and externally, in a professional manner, while setting accurate expectations for issue resolution. • Act as the voice of the client to advocate internally for client needs and enhancements. • Regular, consistent, and punctual attendance. • Navigate through multiple software applications on multiple screens to manage employer account information. • Responsible for hitting and achieving team objectives and goals. • Identify and communicate continuous improvements ideas. • 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

• H.S. Diploma or General Education Degree (GED) required • 0-2 years Minimum of 1 year of direct customer service experience with agents and employers (in-person customer facing work experience or call center experience). • 0-2 years of HSA Bank experience. preferred • 0-2 years of experience servicing partners or large employers. preferred • Prior experience with customer service telephone queue environment. preferred • Prior experience with a Customer Relationship Management system (Salesforce). preferred