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Webster Bank

Webster Bank

via LinkedIn

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Assoc, Memb Svcs Financial Ops

Anywhere
full-time
Posted 10/6/2025
Verified Source
Key Skills:
ACH processing
Customer service
Data entry
Microsoft Office
10-key
Tax reporting
Compliance

Compensation

Salary Range

$42K - 44K a year

Responsibilities

Perform complex member services functions including ACH processing, reconciliations, training, troubleshooting, and compliance with regulations.

Requirements

High school diploma, 2 years data entry or financial experience, proficiency in Microsoft Office and 10-key, strong customer service and communication skills.

Full Description

If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer. Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! To 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; ACH returns/NOC's; NSF, in-clearing, return and forward cash letters; check adjustments; statement processing; research requests; file processing; SOX testing; year-end tax processing; and performing complex reconciliations. Additionally, this role includes training, troubleshooting, research and quality control checks. Maintain compliance with Federal and State regulations, NACHA rules and regulations as well as Webster/HSA Bank policies and procedures. Meet/exceed individual performance goals, service level objectives, and demonstrate operational excellence. Proven proficiency in all major skill sets. Support continuous improvement efforts and demonstrate self- motivation, flexibility, problem solving and decision-making skills. Job Summary To 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; ACH returns/NOC's; NSF, in-clearing, return and forward cash letters; check adjustments; statement processing; research requests; file processing; SOX testing; year-end tax processing; and performing complex reconciliations. Additionally, this role includes training, troubleshooting, research and quality control checks. Maintain compliance with Federal and State regulations, NACHA rules and regulations as well as Webster/HSA Bank policies and procedures. Meet/exceed individual performance goals, service level objectives, and demonstrate operational excellence. Proven proficiency in all major skill sets. Support continuous improvement efforts and demonstrate self- motivation, flexibility, problem solving and decision-making skills. 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. Work Hours • Standard 40 Hours, 8 hours per day, Monday to Friday. Consistent 8 hour shift can be chosen between the hours of 8:00 a.m. and 5:30 p.m. • Ability to work a rotating shift remotely until end of shift. • Overtime hours will be mandated as necessary. • Annual PTO “blackout” periods will apply during peak processing times from mid-December to the end of January and again in mid-April. Requirements • High School / GED required • Continuing education in Business or Finance desired Experience: • 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 Job Skills / Knowledge: Strong customer service skills • Strong interpersonal 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 • Strong commitment to achieving personal growth and success Physical Demands & Working Conditions • Typical office environment/working conditions. • Must remain at workstation for long periods of time. • Heavy keyboard/mouse usage required (repetitive movements). Remote Access • Remote processing may be required to support business needs. Mobile equipment will be provided. Internet access is the responsibility of the employees. The estimated salary range for this position is $20.00USD to $21.00USD. 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.

This job posting was last updated on 10/8/2025

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