Treasury Servicing Sr Advisor

Company: Disability Solutions
Location: Kennesaw
Posted on: September 28, 2024

Job Description:

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 independentlyOther 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 thinkingShift:1st shift (United States of America)Hours Per Week: 40

Keywords: Disability Solutions, Atlanta , Treasury Servicing Sr Advisor, Accounting, Auditing , Kennesaw, Georgia