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Specialist, Partner Relations

Specialist, Partner Relations

Webster BankMilwaukee, WI, US
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Partner Relations Specialist

If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer.

Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!

Job Summary :

Under the direct supervision of the Partner Service Manager, the Partner Relations Specialist is responsible for managing daily issue resolution and providing administrative support for specific assigned Partners / Large Employers with money movement or audit risk. Takes ownership for providing communication plans and escalation tracking for proper internal and external visibility. This position also acts as a backup for Partner Service Managers for lower-level partner responsibilities.

Key Responsibilities For The Role :

  • Acts as a Partner Subject Matter Expert for assigned partners being internal and external support
  • Assist Partner Service Managers with critical needs and support to meet partner goals
  • Assist with managing, monitoring and identifying service trends based on file, intake, operational data
  • Identify scalable processes that will work across all of our partner relationships to meet or improve goals
  • Regularly review internal knowledge base content for consistency, quality, and ease-of-use for assigned partners
  • Gather insights from our support teams to identify trends and opportunities for improvement
  • Own the success and serve as point of contact for critical high risk partner tasks
  • Own Partner custom money movement processes with extreme detail to contractual obligations.
  • Proactively monitors file processing
  • Act as file expert for each Partnership we support
  • Responsible for daily ownership of Partner dashboard updates and necessary reporting to partners
  • Responsible for performing customized monthly processes per Partner which include critical decision-making responsibilities to assist in partner framework being successful
  • Escalate issues when appropriate and drives recovery efforts
  • Identifies systemic issues as they occur and works with Senior / Manager to rectify
  • Resolve partner support through case management in a timely and professional manner
  • Support Partner specific project work in reference to internal / external enhancements to improve our Partner experience

Key Skills / Experience Qualifications For The Role :

  • 4 years of experience minimum servicing partners and large employers.
  • 2 years of experience minimum with employee benefits, TPA's or insurance carriers with HSA / Notional products
  • Strong interpersonal skills
  • Proven customer service experience
  • Adaptability to prioritize workload and frequently transition between different focuses aligned with role
  • Utilize communication and problem-solving skills to effectively perform assigned assignments
  • Working knowledge of computer and processing skills (email, internet, intranet, etc.)
  • Proficient in Microsoft Office Suite with proven ability in lookups and macros.
  • Excellent verbal and written communication skills
  • Possesses the ability to maintain the strictest confidentiality of company and customer information.
  • Ability to effectively multi-task
  • Excellent 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
  • The estimated salary range for this position is $50,000USD to $55,000USD. 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.

    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

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    Partner Specialist • Milwaukee, WI, US

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