Assoc,

Overview

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.

• Serve as the primary point of contact for assigned clients and build trusted relationships across all levels.
• Provide exceptional customer service through telephone, live chat, and email, ensuring first‑contact resolution on every interaction.
• Proactively educate clients with information and self‑service tools regarding bank processes, procedures, and products.
• Develop and execute plans that align employer needs with HSA Bank solutions, identifying cross‑selling opportunities to maximize engagement and retention.
• Respond to, investigate, and resolve client issues through extensive research and collaboration with other departments.
• Document all interactions to ensure customer, individual, and company goals are met and to meet SLA and SLO targets.
• Act as the voice of the client to advocate internally for client needs and enhancements.
• Identify and communicate continuous improvement ideas and deliver educational presentations to employers.
• Maintain compliance with federal, state, and internal policies and procedures.
• Support team objectives, attendance, and shift requirements (7:00AM‑7:00PM CT).

• Passionate about delivering an exceptional customer experience.
• Strong customer service, interpersonal, troubleshooting, decision‑making, and relationship‑building skills.
• Excellent verbal and written communication; proficient in Microsoft Office (Excel).
• Ability to maintain confidentiality and multi‑task across multiple screens and programs.
• Strong organizational skills, attention to detail, and flexibility to handle shifting priorities.
• Familiarity with key customer success KPIs.

Education:

H.S. Diploma or General Education Degree (GED) required.

Experience:

Minimum of 1 year of direct customer service experience with agents and employers (call center or in‑person), 0‑2 years of HSA Bank experience preferred, and 0‑2 years of experience servicing partners or large employers preferred. Prior experience with a customer service telephone queue environment and a CRM system (Salesforce) preferred.

Estimated salary range: $22.00

USD to $24.00

USD per hour. Position eligible for incentive compensation.

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.