Treasury Servicing Sr Advisor
Kennesaw, Georgia
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.
Requirements:
Minimum 2 years of Client Servicing / Customer Service experience
Excellent verbal and written communication skills
Understands the end-to-end process with ability to troubleshoot issues and utilize professional judgment in determining appropriate resolution of client needs
Ability to collaborate seamlessly with peers, management, customers, and third parties
Ability to analyze and resolve complex issues spanning across multiple lines of business and product lines
Strong analytical skills and ability to troubleshoot issues to identify root causes
Must be client focused and able to monitor the timeliness of the overall service and fulfillment process to achieve client delight
High level of proficiency with Microsoft Excel and other Microsoft Office applications, including ability to create and manipulate data sets with pivot tables and other analytical techniques
Excellent organizational skills and ability to work independently
Other Qualifications:
Experience with data mapping/setting up/configuring Revenue Cycle Solutions for Healthcare industry clients
Understanding of HIPAA laws and regulations
Proven ability to build relationships, collaborate across teams for purposes of resolving support issues through critical thinking
Shift:
1st shift (United States of America)
Hours Per Week:
40
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