Partner Services Specialist

Job not on LinkedIn

November 22

🧀 Wisconsin – Remote

Although this job is listed in Wisconsin, this company may be open to hiring remote in other states.

💵 $50k - $56k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🪙 Affiliate Manager

🦅 H1B Visa Sponsor

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Webster Bank

WebsiteLinkedInAll Job Openings

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.

1001 - 5000 employees

Founded 1935

🏦 Banking

💸 Finance

💳 Fintech

📋 Description

• Retain existing customers via reactive servicing through phone queue or email correspondence by providing exceptional problem solving, ownership, and follow through. • Actively provides operational expertise and support to the Business Relations team and its clients. • Takes ownership of escalated issues and reports systems or policy issues to appropriate parties. • Works with supervisor/manager to establish individual development goals. • Models behavior consistent with the Business Relations’ customer service standards, policies and procedures. • Ability to work within multiple systems while addressing, researching, and determining a solution to resolve the customer’s concerns and questions. • Develop and execute plans that align employer needs with HSA Bank solutions. • Collaborate cross-functionally with sales, operations, and product teams to ensure a seamless customer experience. • Product knowledge expert on multiple product lines including Health Savings Accounts, Health Reimbursement Accounts, Flexible Spending Accounts (Health and Dependent), Commuter Benefits, etc. • Maintain clear, complete documentation and client records within Salesforce and internal systems. • Effectively communicate internally and externally, in a professional manner, while setting accurate expectations for issue resolution. • Ensure all interactions tasks are completed according to team objectives and goals. • Drive to expand personal and professional growth.

🎯 Requirements

• Minimum of 2–4 years of experience in client services, leadership, customer support, or a related role. • Strong interpersonal and communication skills with the ability to confidently engage with colleagues and clients at all levels. • Demonstrated leadership capability, including resolving conflicts and driving accountability. • Exceptional problem-solving skills with the ability to navigate complex or ambiguous situations. • Experience managing a case or ticketing queue using Salesforce or similar CRM tools. • Excellent organizational and time-management skills; able to manage multiple tasks and shifting priorities effectively. • High attention to detail, especially in written documentation and client communications. • Strong critical thinking and problem-solving abilities. • Ability to analyze data, interpret trends, and make recommendations based on metrics. • Ability to work both independently and collaboratively within a team environment. • Understanding of SLAs, KPIs, and performance metrics in a service-oriented setting. • Understanding of call center or business-to-business support operations. • Proficiency in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint).

🏖️ Benefits

• Health insurance • Flexible working hours • Professional development opportunities