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Account Relationship Manager

2 months ago

Wisconsin Rapids, Wisconsin, United States HSA Bank Full time

About the Role:

The Associate Relationship Manager (ARM) plays a vital role in supporting the Senior and Strategic Relationship Managers at HSA Bank. This position involves facilitating the completion of back-end tasks and client requests in a timely manner, while also serving as a strategic partner and advisor to clients and the team.

Key Responsibilities:

  • Account Management: Manage priority C clients of aligned Relationship Managers, ensuring seamless service delivery and growth opportunities.
  • Back-end Management: Oversee the management of priority A&B clients for aligned Relationship Managers, ensuring timely completion of tasks and client requests.
  • Strategic Planning: Conduct virtual Strategic Planning Meetings for assigned C clients, working closely with Relationship Managers to drive business growth.
  • Salesforce Management: Manage the submission and confirmed completion of Sales force cases for aligned Relationship Managers, ensuring accurate tracking and reporting.
  • Client Satisfaction: Achieve defined response scores in ARM surveys, ensuring high levels of client satisfaction and retention.
  • Business Growth: Grow accounts and balances for assigned books of C clients, identifying and capitalizing on growth opportunities.
  • Relationship Building: Build trusted relationships with client executives through relationship-building activities, ensuring strong partnerships and business growth.
  • Communication: Maintain ongoing communication with clients, effectively sourcing and identifying client needs, and providing feedback on service levels.
  • Confidentiality: Handle confidential and non-routine information, maintaining the strictest confidentiality of company and customer data.
  • Training: Provide or coordinate product training as required, ensuring effective utilization of services and driving business growth.
  • Process Improvement: Identify process improvement opportunities, initiate corrective action, and communicate gaps to management, driving business efficiency and growth.
  • Team Support: Assist the overall team with product knowledge, processes, tasks, and training, leading to overall client satisfaction, retention, and growth.
  • Travel: Travel may be required up to 5% of the time.

Requirements:

  • High School / GED required; BS preferred.
  • 2+ years of related experience in Employee Benefits, CDHP.
  • 2+ years of relationship management/account management/executive experience.

Skills and Knowledge:

  • Demonstrates flexibility and adaptability, handling day-to-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 a 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.