Union Bank & Trust · 13 hours ago
Customer Care Coordinator
Lincoln, NE 68512, USA
Full-time
Hybrid
New Grad, Entry LevelUnion Bank & Trust is seeking a Customer Care Coordinator responsible for managing Health Benefit account contributions, distributions, and customer communication. The role requires knowledge of IRS regulations and involves independent problem solving while assisting customers and processing transactions.
Financial Services
Responsibilities
Educate and assist customers with account inquires, product, and service-related issues over the phone, email and in- person
Process all facets of Health Savings Account (HSA) contributions, distributions, account opening, CIP verification, proper tax coding, terminations and transfer of accounts
Adjudicate card transactions and manual claims submitted by employees with FSA, DCA, and LP FSA accounts in compliance with IRS regulations and plan design
Provide support and research for FSA and DCA accounts including transactions corrections, refunds, procedures, documentation, account maintenance, and back up all claim processing
Adjudicate Lifestyle and Wellness account claims, in compliance with the individually designed plans for each employer
Provide support and research for COBRA participants including operational procedures, enrollments, and account maintenance
Process documentation, and other paperwork sent via mail, digital mail, and the fax queue
Participate in ongoing product knowledge training to enhance skills and keep up to date with changes
As processes change and efficiencies are created, ensure department procedures are kept up to date
Ensure all transactions are posted daily, based on non-post and the daily reconciliation file
Process returned mail, tax forms, and return VISA cards in compliance with VISA regulations and bank policy, Maintain the database and shred log up to date with accurate data
Cross-train in all Omnify duties within the operations team and provide back up for various processes
Knowledge of HSA regulations, Section 125 regulations, HIPAA, VISA rules, are required
Understand and adhere to all bank policies, laws, and regulations applicable to their role. Complete compliance training; follow internal processes and controls as required
Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies
Regular and reliable attendance is an essential function of this position
Perform other job-related duties or special projects as assigned
Qualification
Required
Ability to learn and understand Health Savings Accounts, guidelines and project confidence in explaining them
Knowledge of existing bank software preferred or demonstrated ability to learn new software quickly
Research skills
Knowledge of HSA regulations, Section 125 regulations, HIPAA, VISA rules, are required
Understand and adhere to all bank policies, laws, and regulations applicable to their role. Complete compliance training; follow internal processes and controls as required
Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies
Regular and reliable attendance is an essential function of this position
Preferred
Organized
Time efficient and deadline driven
Independent with good judgment
Effective communicator
Customer service oriented
Accurate and detailed
Problem solver
Company
Union Bank & Trust
Most banks offer similar services. It’s how those services are delivered and how the bank treats you as an individual that sets it apart.
Founded in 1917
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Angie Muhleisen
President and CEO
Dave Dickson
President/CEO and Director of First Union Financial Corporation
Recent News
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