Specialist, Relationship Manager
HSA Bank

At HSA Bank, we're working toward a world where everyone is empowered to save for a healthy future. Our offerings in the healthcare savings space drive down healthcare costs, increase access, and assist with decision-making for consumers, health plans, partners, and advisors.

Are you ready to join us?

JOB FUNCTION:

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.

***Remote Associate Relationship Manager

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
  

The estimated salary range for this position is $45,000USD to $55,00USD. 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.

#LI-BY1

#LI-REMOTE

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

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