Client Banking Specialist

Overview

A health plan solutions organization is seeking a Client Banking Specialist to join their team. This role is clerical in nature and involves collecting and processing incoming check payments as well as preparing outgoing check payments. The position supports the Client Banking Manager with daily activities to help achieve quality and production goals.

This is a 100% remote position.

Responsibilities

• Produce and distribute daily check run reports to clients
• Update tracking of all client check runs
• Release check runs promptly and accurately upon receipt of client authorizations
• Distribute client notifications regarding check runs in a timely manner
• Adhere to department policies and procedures
• Provide backup support and perform other duties as assigned
• Deliver excellent customer service by following up thoroughly with internal and external customers
• Escalate difficult issues appropriately
• Perform quality assurance by reviewing or auditing coworkers' work to ensure compliance with quality and procedural standards
• Participate actively in Client Banking team meetings and cross-departmental meetings as needed
• Identify and report trends outside quality parameters to supervisors
• Conduct self-quality monitoring and develop plans to meet goals
• Provide ongoing feedback to optimize quality performance

Required Experience and Education

• High School Diploma required
• Minimum of 2 years related work experience
• Prior banking reconciliation experience strongly preferred (e.g., Business Banking, Treasury Management, Funds movement processes)

Skills and Abilities

• Ability to reconcile funding accounts and transactions
• Working knowledge of Microsoft Excel, Word, and Access
• Basic bookkeeping knowledge
• Proficient in 10-key and typing skills
• Ability to follow up on assigned work and obtain proper review and approval
• Strong analytical skills for problem resolution
• Effective communication and interpersonal skills
• Strong attention to detail
• Positive attitude with above-average customer service skills
• Ability to meet deadlines, handle stress, and interact professionally with others

Compensation and Benefits

• Multiple health plan options
• Company-paid employee premiums for disability and life insurance
• Parental leave policy
• 20 days paid time off to start plus 10 paid holidays
• Tuition reimbursement
• 401(k) company contribution
• Company-paid short and long term disability plus life insurance
• Professional development and continuous learning opportunities
• Opportunities to participate in diversity and inclusion initiatives

Location

• This position is fully remote

Equal Opportunity

The employer is an equal opportunity organization. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.