Disbursements Associate

FLSA STATUS: Full Time, Nonexempt
REPORTS TO: Banking Manager


Associates are responsible for handling the process of banking transactions and disbursements to participants in the
flexible benefit plan area.

Essential Position Responsibilities

  • Produce checks for clients related to their flexible spending account with the Firm.
  • Create and send reports to clients.
  • Prepare ACH transfers to and from clients.
  • Monitor money coming in from clients.
  • Process HSA distributions and adjustments
  • Process Debit Card Repayments and prepare deposits.
  • Answer client questions over the phone and via e-mail regarding disbursement issues.
  • Initiate direct deposits of flexible spending account funds.
  • Send files to the bank.

Education and Work Experience

  • Bachelor’s degree in a related field is preferred.
  • Minimum of 2 years of business experience.
  • Banking experience.
  • Proficiency with computer, Microsoft Office (Word and Excel) and calculators.

Knowledge and Skills

  • Must possess knowledge of banking transactions.
  • Demonstrates the ability to communicate clearly in writing and verbally.

Required Competencies / Qualities

  • Demonstrates the ability to be organized and work on multiple projects and meet deadlines by setting priorities.
  • Must be detail and process-oriented.
  • Demonstrates strong interpersonal skills with the ability to establish and maintain effective working relationships with staff, partners, the public, and clients.
  • Adapts communication style and content to the needs and composition of the audience.
  • Prompt and dependable attendance.

Physical Requirements / Working Conditions

  • Ability to sit for prolonged periods of time.
  • Ability to work 40 hours per week regularly throughout the year. Hours during peak times may be in excess of 45 hours per week.

The duties described above are the general nature and level of work performed, but are not intended to be a complete comprehensive list of all the duties, activities, and responsibilities required of job incumbents. Supervisors or managers may ask job incumbents to perform other duties as needed and/or required. Management has the right to revise this position description at any time. The position description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

Benefit Resource, LLC
PO BOX 642
Willow Grove, PA 19090

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