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Customer Service
Assoc, Memb Svcs Financial Ops
@Webster Servicing LLC
[Hiring] Assoc, Memb Svcs Financial Ops @Webster Servicing LLC
Mar 26, 2025 - Webster Servicing LLC is hiring a remote Assoc, Memb Svcs Financial Ops. đź’¸ Salary: $20.00 to $21.00 usd. đź“ŤLocation: USA.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.
Role Description
This role involves providing world-class customer service to our accountholders through performance and oversight of operations functions encompassing account transactions.
- Maintain compliance with Federal and State regulations as well as Webster/HSA Bank policies and procedures.
- Meet/exceed individual service goals and demonstrate operational excellence.
- Proven proficiency in all major skill sets.
- Demonstrated self-motivation, flexibility, problem solving, and decision-making skills.
- Process account closing, Trustee to Trustee transfer, withdrawal and stop payment requests in an accurate and timely manner.
- Respond to and process requests within team inbox, Salesforce, and SharePoint in an accurate and timely manner.
- Assist and work in team growth projects and continuous process improvements.
- 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 Operations customer service standards, policies, and procedures.
- Other duties as assigned by Supervisor/Manager/Team Lead.
Requirements
- High School / GED required
- Continuing education in Business or Finance desired
- 1-2 years of experience in data entry and analysis, in a financial or healthcare setting preferred
- Experience with fund transfers and distributions desired
- Experience/knowledge with tax reporting desired
- Proficient in Microsoft Office Suite
- Proficient in 10-key
Job Skills / Knowledge
- Strong customer service skills
- Strong interpersonal skills
- Excellent verbal and written communication skills
- 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 workforce 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
- Ability to effectively and efficiently use a variety of technologies and software programs
- Strong commitment to achieving personal growth and success
Physical Demands & Working Conditions
- Typical office environment/working conditions
- Must remain at workstation for long periods of time
- Heavy keyboard/mouse usage required (repetitive movements)
Remote Access
- Remote processing is required
- Computer equipment will be provided
- Internet access is the responsibility of the employees
Salary Information
The estimated salary range for this position is $20.00USD to $21.00USD. 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.
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| đź“Ť | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
Back to Remote jobs >
Customer Service
Customer Service
|
Salary
đź’¸
$20.00 to $21.00 usd
|
Remote
Location
USA
|
|
Job Type
full-time
|
Posted
Mar 26, 2025
|
️
| đź“Ť | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
