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Assoc, Memb Svcs Financial Ops

Assoc, Memb Svcs Financial Ops

USA JobsMilwaukee, WI, US
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Member Services Representative

To provide world-class customer service to our accountholders through performance of complex Member Services functions including but not limited to processing of ACH origination / receipt; ACH returns / NOC's; NSF, in-clearing, return and forward cash letters; check adjustments; statement processing; research requests; file processing; SOX testing; year-end tax processing; and performing complex reconciliations. Additionally, this role includes training, troubleshooting, research and quality control checks. Maintain compliance with Federal and State regulations, NACHA rules and regulations as well as Webster / HSA Bank policies and procedures. Meet / exceed individual performance goals, service level objectives, and demonstrate operational excellence. Proven proficiency in all major skill sets. Support continuous improvement efforts and demonstrate self- motivation, flexibility, problem solving and decision-making skills.

Responsibilities : Process account Excess Contributions removal, Internal Transfers, 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 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 Member Service standards, policies and procedures. Other duties as assigned by Supervisor / Manager / Team Lead.

Work Hours : Standard 40 hours, 8 hours per day, Monday to Friday. Consistent 8 hour shift can be chosen between the hours of 8 : 00 a.m. and 5 : 30 p.m. Ability to work a rotating shift remotely until end of shift. Overtime hours will be mandated as necessary. Annual PTO ""blackout"" periods will apply during peak p

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Svcs • Milwaukee, WI, US

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