HSA Sales

Associate Relationship Manager

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222 E. Erie Street Suite 500, Milwaukee, Wisconsin, 53202, USA

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:

The Associate Relationship Manager (ARM) assists and partners with a designated team of Senior and Strategic Relationship Managers to facilitate the completion of the back-end tasks and client requests in a timely fashion.  Works as a strategic partner and advisor to clients and the overall team by analyzing, initiating, developing, and recommending new opportunities for additional products, services, and process improvements.

JOB RESPONSIBILITIES:

  • Account Management of priority C clients of aligned Relationship Manager client portfolio

  • “Back end” management of priority A&B clients for aligned Relationship Manager client portfolio

  • Conduct virtual Strategic Planning Meetings for assigned C clients with oversight from Relationship Manager

  • Manages the submission and confirmed completion of Sales force cases for aligned Relationship Manager client portfolio

  • Achieve defined response score in ARM survey

  • Grow Accounts and Balances for assigned book of C clients with oversight from the Relationship Manager

  • Proactively identify growth/cross sell opportunities of assigned book of C clients with oversight from Relationship Manager

  • Provide or coordinate product training as required to clients to ensure effective utilization of services

  • Build trusted relationships with client executives through relationship building activities

  • Pro-actively maintains ongoing communication. Effectively sources and identifies client needs, gains feedback on our service levels.

  • Follows through with meeting identified needs and/or escalates to management level

  • Handles confidential and non-routine information

  • Maintains confidentiality of all corporate, client, and research matters

  • Presents HSA information in a group setting

  • Identifies process improvement opportunities, initiates corrective action, and communicates gap for strategic accounts to management

  • Assists the overall team with product knowledge, processes, tasks and training leading to overall client satisfaction, retention and growth

  • Tracks activity in Salesforce

  • Perform other duties as assigned by management

  • Travel - 5%

EDUCATION & EXPERIENCE

  • High School / GED required.

  • BS preferred

  • 2+ years of related experience of Employee Benefits, CDHP

  • 2+ years of relationship management/account management/executive experience

JOB SKILLS / KNOWLEDGE:

  • Demonstrates flexibility and adaptability. Handles day-to-day challenges confidently and willing to adjust to multiple demands, shifting priorities, ambiguity, and rapid change.

  • Keen ability to interact with clients at all levels of their organization.

  • Excellent interpersonal skills needed.

  • Energetic, results-oriented professional.

  • Must be ""take charge"" type that can effectively problem solve.

  • Possesses the ability to maintain the strictest confidentiality of company and customer information.

  • Attention to detail and demonstrates high organizational skills

  • Consistent and accurate

The estimated salary range for this position is $52,000USD to $60,000USD. 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.

 

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#LI-REMOTE

Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.

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