Client Banking Specialist
About The Position
Imagine360 is seeking a Client Banking Specialist to join the team! As a third party payer for self-funded health and welfare plans, Imagine360 is committed to driving change in the healthcare industry. Imagine360 is continuously disrupting the industry with solutions that bring results. Our strategies are transforming the health and well-being of individuals and organizations. We also offer multiple levels of service within every solution category, for a truly customizable experience. This position of Client Banking Specialist is clerical in nature and responsible for collecting and processing incoming check payments along with prepping outgoing check payments. This position also assists the Client Banking Manager in performing daily activities to support successful team outcomes and achieves quality and production metrics. This job description in no way states or implies that these are the only duties to be performed by this employee. The employee will be required to follow any other instructions and to perform any other duties requested by his/her supervisor.
Requirements
- High School Diploma required
- 2+ years related work experience required.
- Ability to reconcile funding accounts and transactions
- Working knowledge of Excel, Word and Access.
- Basic bookkeeping knowledge
- Proficient in 10-key and typing skills
- Ability to follow-up on work assigned and obtains proper review and approval.
- Ability to gather and analyze information for problem resolution.
- Proficient in communication and interpersonal skills.
- Strong attention to detail.
- Positive attitude and above average customer service skills.
- Ability to meet deadlines, handle stress, interacts professionally with others.
Nice To Haves
- Prior banking reconciliation experience strongly preferred (i.e. Business Banking, Treasury Management, Funds movement process, etc.)
Responsibilities
- Produce and distribute check run reports to clients daily
- Produce check run reports
- Update tracking of all client check runs
- Release check runs as client authorizations are received timely and accurately
- Distribute client notifications for check runs daily and timely
- Adheres to department policies and procedures.
- Back-up and other duties, as assigned.
- Acts as a role model in demonstrating the core values in customer service delivery.
- Provides timely and thorough follow up with, internal and external customers.
- Appropriately escalates difficult issues up the chain of command.
- Perform review and/or audit of other employees' work to ensure quality and procedural measures are being met.
- Actively participate in Client Banking team meetings and cross-departmental meetings as necessary.
- Recognizes and alerts appropriate supervisor of trends within their scope of responsibility that fall outside of quality parameters.
- Performs self-quality monitoring in order to develop and execute plans to meet established goals.
- Provides ongoing feedback to help optimize quality performance.
Benefits
- Multiple Health plan options
- Company paid employee premiums for disability and life insurance
- Parental Leave Policy
- 20 days PTO to start
- 10 Paid Holidays
- Tuition reimbursement
- 401k Company contribution
- Company paid Short & Long term Disability plus Life Insurance
- Professional development initiatives / continuous learning opportunities
- Opportunities to participate in and support the company's diversity and inclusion initiatives
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
