[Remote] Associate, Member Services, Financial Operations

Note: The job is a remote job and is open to candidates in USA. Webster Bank is a leading commercial bank focused on putting people first and helping them achieve their financial goals. The Associate in Member Services will provide world-class customer service through complex Member Services functions, ensuring compliance with regulations and supporting continuous improvement efforts.

Responsibilities

• Process account Excess Contributions removal, Internal Transfers, Account adjustments, Contribution Corrections, Refunds, Stop payments, and processing of Death and Divorce payments in an accurate and timely manner
• Process accountholder reimbursement 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 Member Service standards, policies and procedures
• Other duties as assigned by Supervisor/Manager/Team Lead

Skills

• H.S. Diploma or General Education Degree (GED) required
• 0-2 years Experience in banking or financial services industry required
• Transaction processing and knowledge of compliance policy and regulations
• Proficiency in Microsoft Office Suite, specifically Excel required (create macros and edit formulas, copy and paste data, sort, perform formatting, rename a file)
• Proficiency in 10-key
• Strong customer service, interpersonal and decision-making skills
• Troubleshooting and problem analysis 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
• Demonstrates ability to think critically
• Strong commitment to achieving personal growth and success
• Ability to remain organized, motivated and self-disciplined when working remotely
• 0-2 years Experience in balancing and account reconciliation preferred

Benefits

• Incentive compensation

Company Overview

Company H1B Sponsorship