Member Experience Team Specialist - HSA

Company: Financial Center First Credit Union
Location: Indianapolis
Posted on: June 25, 2022

Job Description:

All employees hired after January 10 th 2022, are required to be vaccinated against COVID-19 and provide proof of vaccination prior to start date or receive an approved exemption as a condition of employment.
All applicants are required to pass a background check as a condition of employment.
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PURPOSE:
The position exists to support the credit union's Health Savings Account (HSA) platform through working with potential members and Employer Partners to meet their needs and uncover future opportunities. This position also serves to support Credit Union e-services, such as wire transfer and mobile deposit processing.

CULTURAL EXPECTATIONS:
Adheres to Financial Center's Policy and Procedures
Acts as a role model within and outside Financial Center
Maintains a positive and respectful attitude
Communicates regularly with supervisor about department issues
Demonstrates flexible and efficient time management and ability to prioritize workload
Consistently reports to work on time prepared to perform duties of position
Meets Department productivity standards
Demonstrate enthusiastic support of corporate mission, core values and long-term objectives

ESSENTIAL DUTIES:
Manage all interactions from HSA hotline and dept.HSA email inbox.
Assumes responsibility for establishing and maintaining good business relations with members and potential new customers, specializing in Health Savings Accounts and Online Account openings.
Interacts with partner insurance companies, company employees and members either by telephone, mail or in person
Manage onboarding and new account welcome packet distribution for all new Heath Savings Accounts.
Work in collaboration with sales to meet CU Service Level Agreements with HSA Partners
Process employer payroll files in compliance with Credit Union Service Contracts
Process HSA transactions submitted through online banking, electronic form, mail-in, and call-in request.
Manage processing of and communicating new HSA enrollments for Employer Partners through document management, account opening, and account reporting.
Manage all HSA Investment Accounts by opening, processing transactions, closing and trouble-shooting.
Responsible for selling and servicing the full range of Credit Union products and services to include Health Savings Accounts and Online Account Openings
Consistently completes new member onboarding activities (2-2-2)
Resolves member requests, complaints, and problems
Responsible for submitting appropriate HSA documentation to other departments for record keeping and compliance.
Acts as back-up assistance for wire processing, on-line new account processing, debit card disputes processing, and Mobile Deposit processing as needed.
Promotes goodwill and conveys a positive image of the credit union
Keeps management informed of trends or significant problems
Supports training of staff on new processes within the department as requested

KNOWLEDGE AND SKILLS REQUIRED:
Should have at least 3 years of entry to mid-level credit union or retail banking experience, which may include experience in lending, branch administration, operations or compliance
Must be proficient in the use of basic Microsoft Office applications (Word, Excel and PowerPoint). Proficiency in Illustrator and Adobe Photo Shop preferred
Excellent time management and attention to detail
Must be able to communicate effectively with tact and diplomacy
Must possess excellent communication and presentation skills
Must possess a high degree of integrity
Ability to function in a goal-oriented atmosphere
Willingness to work in a team environment to achieve common goals for the department
Proficient in use of new account and lending software programs

WORK ENVIRONMENT: The work requires physical mobility within the general work environment.

PI179629269

Keywords: Financial Center First Credit Union, Indianapolis , Member Experience Team Specialist - HSA, Other , Indianapolis, Indiana