Job Description

Date Active

Nov 14, 2022 2:23:30 PM

Requisition #


Hours Per Week



605 N 8th St. STE 320-WI101





Job Description/ Requirements

At HSA Bank, we’re working toward a world where everyone is empowered to save for a healthy future. Our offerings in the healthcare savings space drive down healthcare costs, increase access, and assist with decision-making for consumers, health plans, partners, and advisors. Are you ready to join us?

Basic Function:

To provide 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 requests in an accurate and timely manner.
  • Process Trustee to Trustee transfer requests in an accurate and timely manner.
  • Process accountholder reimbursement requests.
  • Process Stop Payment 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 Operations customer 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 8:30 a.m. and 6:30 p.m. 
  • Ability to work a rotating shift requiring individual to be in the office until 5:00pm a minimum of one day per month.
  • Overtime hours will be mandated as necessary.
  • Annual PTO “blackout” periods will apply during peak processing times from mid-December to the end of January and again in mid-April. 




  • 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
  • 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.
  • 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 may be required to support business needs. Mobile equipment will be provided.  Internet access is the responsibility of the employees.

Equal Opportunities

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.

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

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