Financial Customer Service Representative

2 weeks ago


Draper, United States Apex Systems Full time

Job Responsibilities:

  • Process intake requests for financial tasks.
  • Perform analytic problem-solving and reporting.
  • Engage with the team in a highly collaborative environment.
  • Organize and prioritize high volumes of work to meet business Turn-Around Times (TATs) and Service Level Agreements (SLAs).
  • Enter direct deposit account information into the system.
  • Process financial tasks for returned and/or repayment checks in consumer profiles.
  • Generate Excel files for payment processing.
  • Update employer profiles for specific clients.
  • Process Excel spreadsheets with varying data for both consumer and employer accounts.

Ideal Candidate:

Education: High school diploma / GED (or higher) OR 5+ years of equivalent financial working experience.

Experience:

  • Healthcare-specific data entry with bank knowledge.
  • Strong intermediate to expert-level skills in Microsoft Excel, Word, and Outlook.
  • Proper grammar knowledge.

Skills:

  • Ability to navigate office equipment and software tools (Microsoft Suite).
  • Flexibility to manage changes in processes and pivot between tasks.
  • Self-directed, self-motivated, and a critical thinker.


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