Treasury F&S Sr Advisor - HealthLogic Servicing

Job Description:Role Overview:Supports high revenue clients who use treasury products and services within a specific industry. Primary contact for the sales team supporting the portfolio. Responsible for the client experience end-to-end by influencing business partners across numerous lines of businesses. Responsible for proactive client engagement to enhance existing relationships while driving client delight.Key Responsibilities:Proactive client engagement by performing independent analysis of their clients Treasury Services which includes: Scorecards, Documentation Review, Schematics, Analysis Billing, Fraud Prevention, system outages, temperature checks, portfolio reviews, etc. Works with clients and operations to solve complex escalated problems often gathering information to describe and analyze an issue and developing solutions that are outside standard procedures. Promote self service opportunities. Primary point of contact related to escalations. Provide back up and support manager to resolve production issues as needed.Responsibilities:This is a Client Servicing Role, where under general supervision, provides day-to-day account servicing and resolution of routine to moderately complex inquiries and operational requests for accounts and clients. Identifies, resolves and discovers root causes through research and analysis to provide solutions to basic and moderately complex requests in a timely manner with error free quality. Responsible for account management (based on client requests received) including: handling escalations of more complex issues by managing the coordination of workflow to business partners and ensuring timely resolution. Utilizes expertise to drive results within the established framework of defined processes to resolve complex requests. Understands the end-to-end process for sales, service and fulfillment. Interacts continuously and deepens relationships with internal business partners as well as clients to further enhance client delight. May have in person client engagement and presentation responsibilities. Also responsible for monitoring accuracy of data input into systems of record, information gathering, report generation and troubleshooting. Maintain high standards on internal operational and financial controls to ensure risk mitigation protecting the client and the Bank. Solid knowledge of bank systems and navigational skills. Must be client focused, a team player, communicate crisply and candidly, able to improve processes, drive for results and take ownership to enhance client delightRequired Skills:Minimum 2 years of Client Servicing / Customer Service experienceExcellent verbal and written communication skillsUnderstands the end-to-end process with ability to troubleshoot issues and utilize professional judgment in determining appropriate resolution of client needsAbility to collaborate seamlessly with peers, management, customers, and third partiesAbility to analyze and resolve complex issues spanning across multiple lines of business and product linesStrong analytical skills and ability to troubleshoot issues to identify root causeExcellent organizational skills and ability to work independentlyMust be client focused and able to monitor the timeliness of the overall service and fulfillment process to achieve client delightHigh level of proficiency with Microsoft Excel and other Microsoft Office applicationsDesired Skills:Understanding of Healthcare industryRevenue cycle knowledge / experiencePatient BillingFinancial services experience supporting Healthcare industryUnderstanding of HIPAA laws and regulationsProven ability to build relationships, collaborate across teams for purposes of resolving support issues through critical thinkingOther Qualifications:Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutionsExcels in working among diverse viewpoints to determine the best path forwardExperience in connecting with a diverse set of clients to understand future business needs - is a continuous learnerCommitment to challenging the status quo and promoting positive change.Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client baseBelieves in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the worldJob Band:H5Shift: 1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 --> Job Description:Role Overview:Supports high revenue clients who use treasury products and services within a specific industry. Primary contact for the sales team supporting the portfolio. Responsible for the client experience end-to-end by influencing business partners across numerous lines of businesses. Responsible for proactive client engagement to enhance existing relationships while driving client delight.Key Responsibilities:Proactive client engagement by performing independent analysis of their clients Treasury Services which includes: Scorecards, Documentation Review, Schematics, Analysis Billing, Fraud Prevention, system outages, temperature checks, portfolio reviews, etc. Works with clients and operations to solve complex escalated problems often gathering information to describe and analyze an issue and developing solutions that are outside standard procedures. Promote self service opportunities. Primary point of contact related to escalations. Provide back up and support manager to resolve production issues as needed.Responsibilities:This is a Client Servicing Role, where under general supervision, provides day-to-day account servicing and resolution of routine to moderately complex inquiries and operational requests for accounts and clients. Identifies, resolves and discovers root causes through research and analysis to provide solutions to basic and moderately complex requests in a timely manner with error free quality. Responsible for account management (based on client requests received) including: handling escalations of more complex issues by managing the coordination of workflow to business partners and ensuring timely resolution. Utilizes expertise to drive results within the established framework of defined processes to resolve complex requests. Understands the end-to-end process for sales, service and fulfillment. Interacts continuously and deepens relationships with internal business partners as well as clients to further enhance client delight. May have in person client engagement and presentation responsibilities. Also responsible for monitoring accuracy of data input into systems of record, information gathering, report generation and troubleshooting. Maintain high standards on internal operational and financial controls to ensure risk mitigation protecting the client and the Bank. Solid knowledge of bank systems and navigational skills. Must be client focused, a team player, communicate crisply and candidly, able to improve processes, drive for results and take ownership to enhance client delightRequired Skills:Minimum 2 years of Client Servicing / Customer Service experienceExcellent verbal and written communication skillsUnderstands the end-to-end process with ability to troubleshoot issues and utilize professional judgment in determining appropriate resolution of client needsAbility to collaborate seamlessly with peers, management, customers, and third partiesAbility to analyze and resolve complex issues spanning across multiple lines of business and product linesStrong analytical skills and ability to troubleshoot issues to identify root causeExcellent organizational skills and ability to work independentlyMust be client focused and able to monitor the timeliness of the overall service and fulfillment process to achieve client delightHigh level of proficiency with Microsoft Excel and other Microsoft Office applicationsDesired Skills:Understanding of Healthcare industryRevenue cycle knowledge / experiencePatient BillingFinancial services experience supporting Healthcare industryUnderstanding of HIPAA laws and regulationsProven ability to build relationships, collaborate across teams for purposes of resolving support issues through critical thinkingOther Qualifications:Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutionsExcels in working among diverse viewpoints to determine the best path forwardExperience in connecting with a diverse set of clients to understand future business needs - is a continuous learnerCommitment to challenging the status quo and promoting positive change.Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client baseBelieves in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the worldJob Band:H5Shift: 1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 Job Description:Role Overview:Supports high revenue clients who use treasury products and services within a specific industry. Primary contact for the sales team supporting the portfolio. Responsible for the client experience end-to-end by influencing business partners across numerous lines of businesses. Responsible for proactive client engagement to enhance existing relationships while driving client delight.Key Responsibilities:Proactive client engagement by performing independent analysis of their clients Treasury Services which includes: Scorecards, Documentation Review, Schematics, Analysis Billing, Fraud Prevention, system outages, temperature checks, portfolio reviews, etc. Works with clients and operations to solve complex escalated problems often gathering information to describe and analyze an issue and developing solutions that are outside standard procedures. Promote self service opportunities. Primary point of contact related to escalations. Provide back up and support manager to resolve production issues as needed.Responsibilities:This is a Client Servicing Role, where under general supervision, provides day-to-day account servicing and resolution of routine to moderately complex inquiries and operational requests for accounts and clients. Identifies, resolves and discovers root causes through research and analysis to provide solutions to basic and moderately complex requests in a timely manner with error free quality. Responsible for account management (based on client requests received) including: handling escalations of more complex issues by managing the coordination of workflow to business partners and ensuring timely resolution. Utilizes expertise to drive results within the established framework of defined processes to resolve complex requests. Understands the end-to-end process for sales, service and fulfillment. Interacts continuously and deepens relationships with internal business partners as well as clients to further enhance client delight. May have in person client engagement and presentation responsibilities. Also responsible for monitoring accuracy of data input into systems of record, information gathering, report generation and troubleshooting. Maintain high standards on internal operational and financial controls to ensure risk mitigation protecting the client and the Bank. Solid knowledge of bank systems and navigational skills. Must be client focused, a team player, communicate crisply and candidly, able to improve processes, drive for results and take ownership to enhance client delightRequired Skills:Minimum 2 years of Client Servicing / Customer Service experienceExcellent verbal and written communication skillsUnderstands the end-to-end process with ability to troubleshoot issues and utilize professional judgment in determining appropriate resolution of client needsAbility to collaborate seamlessly with peers, management, customers, and third partiesAbility to analyze and resolve complex issues spanning across multiple lines of business and product linesStrong analytical skills and ability to troubleshoot issues to identify root causeExcellent organizational skills and ability to work independentlyMust be client focused and able to monitor the timeliness of the overall service and fulfillment process to achieve client delightHigh level of proficiency with Microsoft Excel and other Microsoft Office applicationsDesired Skills:Understanding of Healthcare industryRevenue cycle knowledge / experiencePatient BillingFinancial services experience supporting Healthcare industryUnderstanding of HIPAA laws and regulationsProven ability to build relationships, collaborate across teams for purposes of resolving support issues through critical thinkingOther Qualifications:Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutionsExcels in working among diverse viewpoints to determine the best path forwardExperience in connecting with a diverse set of clients to understand future business needs - is a continuous learnerCommitment to challenging the status quo and promoting positive change.Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client baseBelieves in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the worldShift:1st shift (United States of America)Hours Per Week: 40

Created: 2021-11-29