HSA Bank
JOB SUMMARY
The Associate Relationship Manager (ARM) assists and partners with a designated team of Senior and Strategic Relationship Managers to facilitate the completion of the back‑end tasks and client requests in a timely fashion. Works as a strategic partner and advisor to clients and the overall team by analyzing, initiating, developing, and recommending new opportunities for additional products, services, and process improvements.
JOB RESPONSIBILITIES
Account Management of priority C clients of aligned Relationship Manager client portfolio
“Back end” management of priority A&B clients for aligned Relationship Manager client portfolio
Conduct virtual Strategic Planning Meetings for assigned C clients with oversight from Relationship Manager
Manages the submission and confirmed completion of Sales force cases for aligned Relationship Manager client portfolio
Achieve defined response score in ARM survey
Grow Accounts and Balances for assigned book of C clients with oversight from the Relationship Manager
Proactively identify growth/cross sell opportunities of assigned book of C clients with oversight from Relationship Manager
Provide or coordinate product training as required to clients to ensure effective utilization of services
Build trusted relationships with client executives through relationship building activities
Pro‑actively maintains ongoing communication. Effectively sources and identifies client needs, gains feedback on our service levels.
Follows through with meeting identified needs and/or escalates to management level
Handles confidential and non‑routine information
Maintains confidentiality of all corporate, client, and research matters
Presents HSA information in a group setting
Identifies process improvement opportunities, initiates corrective action, and communicates gap for strategic accounts to management
Assists the overall team with product knowledge, processes, tasks and training leading to overall client satisfaction, retention and growth
Tracks activity in Salesforce
Perform other duties as assigned by management
Travel - 5%
EDUCATION & EXPERIENCE
High School / GED required.
BS preferred
2+ years of related experience of Employee Benefits, CDHP
2+ years of relationship management/account management/executive experience
JOB SKILLS / KNOWLEDGE
Demonstrates flexibility and adaptability. Handles day‑day challenges confidently and willing to adjust to multiple demands, shifting priorities, ambiguity, and rapid change.
Keen ability to interact with clients at all levels of their organization.
Excellent interpersonal skills needed.
Energetic, results‑oriented professional.
Must be "take charge" type that can effectively problem solve.
Possesses the ability to maintain the strictest confidentiality of company and customer information.
Attention to detail and demonstrates high organizational skills
Consistent and accurate
SALARY RANGE The estimated salary range for this position is $52,000USD to $60,000USD. 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.
EQUAL OPPORTUNITY EMPLOYMENT 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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JOB RESPONSIBILITIES
Account Management of priority C clients of aligned Relationship Manager client portfolio
“Back end” management of priority A&B clients for aligned Relationship Manager client portfolio
Conduct virtual Strategic Planning Meetings for assigned C clients with oversight from Relationship Manager
Manages the submission and confirmed completion of Sales force cases for aligned Relationship Manager client portfolio
Achieve defined response score in ARM survey
Grow Accounts and Balances for assigned book of C clients with oversight from the Relationship Manager
Proactively identify growth/cross sell opportunities of assigned book of C clients with oversight from Relationship Manager
Provide or coordinate product training as required to clients to ensure effective utilization of services
Build trusted relationships with client executives through relationship building activities
Pro‑actively maintains ongoing communication. Effectively sources and identifies client needs, gains feedback on our service levels.
Follows through with meeting identified needs and/or escalates to management level
Handles confidential and non‑routine information
Maintains confidentiality of all corporate, client, and research matters
Presents HSA information in a group setting
Identifies process improvement opportunities, initiates corrective action, and communicates gap for strategic accounts to management
Assists the overall team with product knowledge, processes, tasks and training leading to overall client satisfaction, retention and growth
Tracks activity in Salesforce
Perform other duties as assigned by management
Travel - 5%
EDUCATION & EXPERIENCE
High School / GED required.
BS preferred
2+ years of related experience of Employee Benefits, CDHP
2+ years of relationship management/account management/executive experience
JOB SKILLS / KNOWLEDGE
Demonstrates flexibility and adaptability. Handles day‑day challenges confidently and willing to adjust to multiple demands, shifting priorities, ambiguity, and rapid change.
Keen ability to interact with clients at all levels of their organization.
Excellent interpersonal skills needed.
Energetic, results‑oriented professional.
Must be "take charge" type that can effectively problem solve.
Possesses the ability to maintain the strictest confidentiality of company and customer information.
Attention to detail and demonstrates high organizational skills
Consistent and accurate
SALARY RANGE The estimated salary range for this position is $52,000USD to $60,000USD. 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.
EQUAL OPPORTUNITY EMPLOYMENT 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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