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Member Services Coordinator
Ref No.: 19-06805
Location: Milwaukee, Wisconsin
Pay Rate : $ 15.00 /Hour
Req # 1660: Member Services Coordinator
# of positions: 1
Hours: start time 6:30 AM- 7AM (40 hours per week)
Location: Milwaukee
Interview: in person
Job description: attached
  • Three assessments are required for this position through Webster Bank and will be sent via email 
To provide world-class customer service to our Business Partners, Agents, Brokers Dealers, Insurance Carriers, TPAs, employer relationships and channel partners. Provides support to external sales force. Managing and onboarding small to mid-size relationships through education, on boarding, and providing self-service options.

  • Process customer communications and incoming and outgoing mail in a responsible, timely and accurate manner
  • Process less complex mailing requests from internal customers
  • Resolve problems on a case-by-case, customer-by-customer basis which may include policy, procedure, process, compliance and risk assessment.
  • Prioritize and perform multiple tasks at the same time
  • 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 HSA Bank customer service standards, policies and procedures.
  • Other duties as assigned by Supervisor/Manager
  • High School Diploma/GED required, bachelor's degree preferred.
  • 1 year experience in an office clerical function, in a financial or healthcare setting preferred.
  • Experience in a mailroom preferred.
  • Proficient in Microsoft Office Suite required, Microsoft Access is a plus.
Work Schedule:
  • Standard 40 Hours, 8 hours per day, Monday to Friday. Start/end time flexible but vary between 6:30 a.m. and 6:30 p.m. based on assigned tasks. Mandatory overtime may be required during the week or on a weekend as necessary to meet regulatory requirements and/or service level standards.
  • Annual PTO "blackout” periods will apply during peak processing times from mid-December to the end of January and again in mid-April. The Bank will be closed for Christmas Day and New Years' Day. However, processing may be necessary on New Years' Day, but will typically be on a volunteer basis. Time off may also be limited between February 1 and April 15 at manager discretion.
  • High School / GED required
  • Continuing education in Business or Finance desired
  • 2 years of experience in data entry in a finance or healthcare setting, or equivalent training or education
  • Experience in cash handling or balancing preferred
  • Experience processing invoices preferred
  • Proficient in Microsoft Office Suite, specifically Excel
  • Microsoft Access desirable
  • 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
  • Ability to reconcile with a strong understanding of debits/credits
  • 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

Approved Form shows Estimated start date 11-1-2019 for 3 to 6 Months.