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Associate, Member Services Financial Operations

Job in Sheboygan, Sheboygan County, Wisconsin, 53082, USA
Listing for: HSA Bank, a division of Webster Bank, N.A.
Full Time position
Listed on 2026-06-15
Job specializations:
  • Finance & Banking
    Bank Customer Service
  • Customer Service/HelpDesk
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below

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?

To provide world‑class customer service to our account holders through performance of operations functions encompassing processing of customer contributions. Maintain compliance with Federal and State regulations as well as Webster/HSA Bank policies and procedures. Meet or 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.

What You Will Do
  • Process customer contributions and invoice payments received via paper check within designated regulations.
  • Perform account holder and business partner outreach to resolve contribution issues.
  • Communicate and reinforce changes in operational policies and procedures.
  • Resolve problems on a case‑by‑case, customer‑by‑customer basis which may include policy, procedure, process, compliance and risk assessment.
  • Participate in project testing or serve as a subject‑matter expert as required.
  • Prioritize and perform multiple tasks at the same time.
  • Take ownership of escalated issues and report systems or policy issues to appropriate parties.
  • Act as an advocate for the customer by submitting feedback through appropriate channels.
  • Consistently meet or exceed all customer service standards.
  • Model behavior consistent with Operations customer service standards, policies, and procedures.
  • Assist other Member Services teams when needed or requested.
  • Other duties as assigned by Supervisor or Manager.
Skills and Abilities
  • 2 years’ experience in data entry, in a finance or healthcare setting preferred.
  • Experience in cash handling or balancing preferred.
  • Experience processing invoices preferred.
  • Proficiency in Microsoft Office Suite, specifically Excel.
  • Experience with Quick Books is a plus.
  • Proficient in 10‑key.
  • 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 is willing to adjust to multiple demands, shifting priorities, and rapid change.
  • Strong commitment to achieving personal growth and success.
  • Standard 40‑hour week, 8 hours per day, Monday to Friday. Consistent 8‑hour shift can be chosen between 8:00 a.m. and 5:00 p.m.
  • Overtime hours will be mandated as necessary.
  • Due to peak processing times, PTO approvals will be limited during December-January and April-May.
Education Qualifications
  • High school diploma or GED required.
  • Advanced degree – Associate, Bachelor, Master, etc. – preferred.
Experience Qualifications
  • 2 years’ experience in data entry, in a finance or healthcare setting preferred.

The estimated salary range for this position is $20.00 USD to $21.00 USD. 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.

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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Position Requirements
10+ Years work experience
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