Financial Analyst
MetaSource
ERPSQL
Associate, Member Services, Financial Operations
Webster Bank
full-time
Posted on:
Location Type: Remote
Location: Remote • Wisconsin • 🇺🇸 United States
Visit company websiteSalary
💰 $20 - $21 per hour
Job Level
JuniorMid-Level
About the role
- Provide world-class customer service to our accountholders through performance of complex Member Services functions including but not limited to processing of ACH origination/receipt;
- Maintain compliance with Federal and State regulations, NACHA rules and regulations as well as Webster/HSA Bank policies and procedures.
- Act as an advocate for the customer by submitting feedback through appropriate channels.
- Process account Excess Contributions removal, Internal Transfers, Account adjustments, Contribution Corrections, and Refunds in an accurate and timely manner.
- Assist in training of tasks.
Requirements
- High School / GED required
- Continuing education in Business or Finance desired
- 2 years of experience in data entry and analysis, in a financial or healthcare setting preferred
- Experience with fund transfers and distributions desired
- Experience/knowledge with tax reporting desired
- Proficient in Microsoft Office Suite
- Proficient in 10-key
Benefits
- Annual PTO “blackout” periods during peak processing times
- Incentive compensation
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data entrydata analysisfund transfersdistributionstax reportingACH originationaccount adjustmentscontribution correctionsrefund processing10-key
Soft skills
customer serviceadvocacyfeedback submissiontraining assistance
Certifications
High School DiplomaGED
