2023 Customer Service Week

5. The funds reported on the 5498.
9. Our biggest product offering.
11. The Managing Director in charge of Business Relations, Client Services, Partner Services, and Partner Relations.
13. The first savings product we offered.
14. The metric Business Relations uses to determine how fast our representatives are answering calls and chats. This metrics is also included in some performance guarantees.
15. We monitor this to ensure that we provide an industry-leading customer experience.
16. This is what HSA Bank does best and what we are celebrating this week.
19. The four pillar goals that drive HSA Bank strategy – deliver industry-leading customer experiences, maximize revenue growth, achieve operational excellence, and engage talent with a purpose.
22. The team responsible for owning the servicing relationship for assigned employers.
23. The team handling cases from our partners including Cigna and HCSC.

1. The Senior Managing Director leading all of Partner Services.
2. The original name of our bank.
3. The term used when an issue is noticed and handled through resolution even though the original request/question did not relate to it.
4. The team responsible for incoming calls, chats, and emails from employers and agents.
6. The Midwest home of sausage and surfing.
7. There are many methods that employers and individuals can use to open accounts with us.
8. The medical expenses that HSA funds can be used on.
9. The name of our bank.
10. Our biggest partner. Also, the health insurance provider for Webster Bank employees.
12. Cream City is home to the Bucks and Brewers.
17. We use this for many different purposes including to submit forms, look at daily announcements, and submit PTO requests.
18. The distribution method that most of our members use.
20. The funds reported on the 1099.
21. The customer relationship management tool used by most of the bank to submit cases, track employer relationships, request exception approvals, etc.