Job Information
HSA BANK Splst, Account Executive in MILWAUKEE, Wisconsin
JOB REQUIREMENTS: 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? Associate Relationship Manager 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. 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. ***** APPLICATION INSTRUCTIONS: Apply Online: https://www.aplitrak.com/?adid=YmJnZW5lcmljLjI5MTQxLjg3NzBAd2Vic3RlcmNvbXAuYXBsaXRyYWsuY29t