Client Banking Specialist (Check Registers)

Imagine360 is seeking a Client Banking Specialist - Check Registers to join the team! This position of Client Banking Specialist is responsible for compiling, calculating, reconciling and posting financial data for use in maintaining Client Banking records and producing financial reports for GPA clients. This position also assists the Director of Client Banking in performing daily activities to support successful team outcomes and achieves quality and production metrics.

Position Location: 100% remote

Responsibilities include but are not limited to:

• Produce check run reports
  • Update tracking of all client check runs
• Distribute client notifications for check runs daily and timely
• Release check runs as client authorizations are received timely and accurately
• Adheres to department policies and procedures.
• Back-up and other duties, as assigned.
• Customer Service
  • 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.
• Quality Assurance
  • Perform review and/or audit of other employees' work to ensure quality and procedural measures are being met.
  • Actively participate in Client Banking staff meetings and cross-departmental meetings, insuring client financial standards are met.
  • Serves on committees, work groups, and/or process improvement teams, as assigned, to assist in improving quality/customer satisfaction.
  • 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.
  • Develops new or improves current internal processes to improve quality.
  • 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.

Required Experience/Education:

• High School Diploma required
• 2+ years related work experience required
• Prior bank reconciliation experience strongly preferred (i.e. Business Banking, Treasury Management, Funds movement process, etc.)

Skills and Abilities:

• 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.

What can Imagine360 offer you?

• 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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Imagine360 is a health plan solution company that combines 50+ years of self-funding healthcare expertise. Over the years, we've helped thousands of employers save billions on healthcare. Our breakthrough total health plan solution is fixing today's one-size-fits-none PPO insurance problems with powerful, customized, member-focused solutions.

Imagine360 is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

**RECRUITMENT AGENCIES PLEASE NOTE: Imagine360 will only accept applications from agencies/business partners that have been invited to work on a specific role. Candidate Resumes/CV's submitted without permission or directly to Hiring Managers will be considered unsolicited and no fee will be payable. Thank you for your cooperation**