Talent.com
Specialist, Partner Relations
Specialist, Partner RelationsWebster Bank • Milwaukee, WI, US
serp_jobs.error_messages.no_longer_accepting
Specialist, Partner Relations

Specialist, Partner Relations

Webster Bank • Milwaukee, WI, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Partner Relations Specialist

If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer.

Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!

Job Summary :

Under the direct supervision of the Partner Service Manager, the Partner Relations Specialist is responsible for managing daily issue resolution and providing administrative support for specific assigned Partners / Large Employers with money movement or audit risk. Takes ownership for providing communication plans and escalation tracking for proper internal and external visibility. This position also acts as a backup for Partner Service Managers for lower-level partner responsibilities.

Key Responsibilities For The Role :

  • Acts as a Partner Subject Matter Expert for assigned partners being internal and external support
  • Assist Partner Service Managers with critical needs and support to meet partner goals
  • Assist with managing, monitoring and identifying service trends based on file, intake, operational data
  • Identify scalable processes that will work across all of our partner relationships to meet or improve goals
  • Regularly review internal knowledge base content for consistency, quality, and ease-of-use for assigned partners
  • Gather insights from our support teams to identify trends and opportunities for improvement
  • Own the success and serve as point of contact for critical high risk partner tasks
  • Own Partner custom money movement processes with extreme detail to contractual obligations.
  • Proactively monitors file processing
  • Act as file expert for each Partnership we support
  • Responsible for daily ownership of Partner dashboard updates and necessary reporting to partners
  • Responsible for performing customized monthly processes per Partner which include critical decision-making responsibilities to assist in partner framework being successful
  • Escalate issues when appropriate and drives recovery efforts
  • Identifies systemic issues as they occur and works with Senior / Manager to rectify
  • Resolve partner support through case management in a timely and professional manner
  • Support Partner specific project work in reference to internal / external enhancements to improve our Partner experience

Key Skills / Experience Qualifications For The Role :

  • 4 years of experience minimum servicing partners and large employers.
  • 2 years of experience minimum with employee benefits, TPA's or insurance carriers with HSA / Notional products
  • Strong interpersonal skills
  • Proven customer service experience
  • Adaptability to prioritize workload and frequently transition between different focuses aligned with role
  • Utilize communication and problem-solving skills to effectively perform assigned assignments
  • Working knowledge of computer and processing skills (email, internet, intranet, etc.)
  • Proficient in Microsoft Office Suite with proven ability in lookups and macros.
  • Excellent verbal and written communication skills
  • Possesses the ability to maintain the strictest confidentiality of company and customer information.
  • Ability to effectively multi-task
  • Excellent organizational skills with attention to detail
  • Ability to work with a diverse work force and customer base
  • Demonstrates flexibility and adaptability. Handles day-to-day challenges confidently and willing to adjust to multiple demands, shifting priorities, and rapid change.
  • Strong commitment to achieving personal growth and success
  • The estimated salary range for this position is $50,000USD to $55,000USD. 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.

    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.

    serp_jobs.job_alerts.create_a_job

    Partner Specialist • Milwaukee, WI, US

    Job_description.internal_linking.related_jobs
    Partnership Tax, Manager / Director

    Partnership Tax, Manager / Director

    CliftonLarsonAllen LLP • Milwaukee, WI, United States
    serp_jobs.job_card.full_time
    Partnership Tax, Manager / Director page is loaded.Partnership Tax, Manager / Director.Apply locations Minneapolis, MN Oak Brook, IL Milwaukee, WI St Louis, MO time type Full time posted on Posted ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Portfolio Specialist

    Portfolio Specialist

    Annex Wealth Management • Brookfield, WI, United States
    serp_jobs.job_card.full_time
    Drive Precision, Deliver Impact - Shape Investment Success for High-Net-Worth Clients.Join Our Growing Team at our Headquarters in Brookfield, WI! (On-site gym)!. Are you in search of an employer th...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Relationship Manager - Private Wealth & Tax Solutions (Great Lakes Region)

    Relationship Manager - Private Wealth & Tax Solutions (Great Lakes Region)

    Wilson Hand LLC • Milwaukee, WI, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    The Relationship Manager (RM) is a senior business development and client relationship role responsible for cultivating, converting, and managing Strategic Partners (SPs) and high-net-worth clients...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Managing Director, Investment Banking / Healthcare Mergers & Acquisitions (M&A)

    Managing Director, Investment Banking / Healthcare Mergers & Acquisitions (M&A)

    Portage Point Partners • Milwaukee, Wisconsin, US
    serp_jobs.job_card.temporary
    At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and getting rewarded for driving impact. Backed by New Mountain Capit...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted
    Director of Career Connections Center

    Director of Career Connections Center

    Milwaukee School of Engineering (MSOE) • Milwaukee, WI, United States
    serp_jobs.job_card.full_time
    Join MSOE as the Director of the Career Connections Center.Are you a visionary leader with a passion for empowering emerging engineering, business, and healthcare professionals? Milwaukee School of...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    HR Business Partner

    HR Business Partner

    Uline • Pleasant Prairie, WI, US
    serp_jobs.job_card.full_time
    Uline Drive, Pleasant Prairie, WI 53158.At Uline, we believe it’s all about having good people and as an HR Business Partner, that starts with. Serve as a main Human Resources contact for recruitmen...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Business Development Representative - Behavioral Health

    Business Development Representative - Behavioral Health

    Universal Health Services, Inc. • West Allis, WI, United States
    serp_jobs.job_card.full_time
    Full-time Business Development Representative Opportunity -.We are dedicated to offering high-quality, patient centered behavioral healthcare for the greater Milwaukee community.Our new 120-bed fac...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Public Relations Specialist

    Public Relations Specialist

    Port Washington State Bank • Port Washington, WI, United States
    serp_jobs.job_card.full_time
    Do you live for community events, clever captions, and content that.If you're a high-energy, people-loving, social media maven who thrives on connection and storytelling-this role is calling your n...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Business Relationship Manager

    Business Relationship Manager

    Wisconsin Staffing • Menomonee Falls, WI, US
    serp_jobs.job_card.full_time
    Are you ready for what's next? Come explore opportunities within Brunswick, a global marine leader committed to challenging conventions and innovating next-generation technologies that transform ex...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Mortgage Construction and Specialty

    Mortgage Construction and Specialty

    USA Jobs • Brookfield, WI, US
    serp_jobs.job_card.permanent
    Mortgage Construction & Specialty Processor.The Mortgage Construction & Specialty Processor assists with Construction Loans in the draw phase, transition to permanent financing phase, and Assumptio...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Community Relations Specialist

    Community Relations Specialist

    ArchWell Health • Milwaukee, WI, United States
    serp_jobs.job_card.full_time
    Health is a new, innovative healthcare provider devoted to improving the lives of our senior members.We deliver best-in-class care at comfortable, accessible neighborhood clinics where seniors can ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Partnership Tax, Manager / Director

    Partnership Tax, Manager / Director

    CLA (CliftonLarsonAllen) • Milwaukee, WI, United States
    serp_jobs.job_card.full_time
    Partnership Tax, Manager / Director.Be among the first 25 applicants.Partnership Tax, Manager / Director.CLA is a top 10 national professional services firm where. Even with more than 8,500 people, ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Business Relationship Manager

    Business Relationship Manager

    Brunswick Boat Group • Menomonee Falls, Wisconsin, USA
    serp_jobs.job_card.full_time
    Come explore opportunities within.Brunswick a global marine leader committed to challenging conventions and innovating next-generation technologies that transform experiences on the water and beyon...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Field Shared Services Wealth Operations Senior Specialist

    Field Shared Services Wealth Operations Senior Specialist

    Northwestern Mutual • Milwaukee, WI, US
    serp_jobs.job_card.full_time
    Investment Operations Specialist.This position will require three days onsite at the downtown Milwaukee corporate office. At Northwestern Mutual, our vision is to deliver financial security to help ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Wealth Management Consultant

    Wealth Management Consultant

    Accenture • Milwaukee, WI, United States
    serp_jobs.job_card.full_time
    No industry can escape digital's disruption, especially not Wealth Management.Today's clients expect a whole new kind of experience that's more informed, more personalized, more transparent; and th...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    OEM Business Partner Sales Support Specialist

    OEM Business Partner Sales Support Specialist

    ABB • New Berlin, Wisconsin, USA
    serp_jobs.job_card.full_time
    At ABB we help industries outrun - leaner and cleaner.Here progress is an expectation - for you your team and the world.As a global market leader well give you what you need to make it happen.It wo...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Commercial Lines Placement Specialist

    Commercial Lines Placement Specialist

    Acrisure • New Berlin, Wisconsin, USA
    serp_jobs.job_card.full_time
    A global fintech leader Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human suppor...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Public Relations Specialist

    Public Relations Specialist

    PORT WASHINGTON STATE BANK • Port Washington, WI, United States
    serp_jobs.job_card.full_time
    Do you live for community events, clever captions, and content that.If you're a high-energy, people-loving, social media maven who thrives on connection and storytelling-this role is calling your n...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new