Finance Customer Care Rep II
- Answers customer or vendor inquiries and accesses information from multiple sources using numerous computer programs. Fields and receives customer inquiries for basic to complex administrative issues and questions;
- Provides a high level of quality and comprehensive customer care services by collecting information from the customer or vendor, performing moderately complex transactions, retrieving answers in a knowledge base, websites, or financial systems, documenting/tracking service in a case management system, writing notes and emails to complete service, and filing documents electronically;
- Works as a team member performing various tasks across Accounts Payable, and Travel and Expense. Creates cases for handling and escalates cases to other provider groups, as needed;
- Creates relationships, partners and collaborates with peers, supervisors and higher-level service center personnel to answer more complex client questions.
- High School Diploma and 1 year work experience or equivalent experience;
- A college degree with no work experience considered;
- Hands-on experience with MS Office 2010 Applications, Microsoft Edge and Outlook;
- Excellent 'Written' and 'Verbal' communication skills a necessity;
- Customer service experience (can be call center, service oriented, retail customer service, medical office, financial services, bank tellers, IT Service Desk, IT Help Desk etc.);
- Must display empathy and positive interpersonal skills;
- Must demonstrate professionalism;
- Positive attitude with a ‘can do' and ‘will do' mentality;
- Must convey friendliness and responsibility to clients, employees and colleagues;
- Creative problem solver within a regulated environment;
- Results driven for the best customer care;
- Total commitment to clients;
- Ability to have fun in a team environment.
- 2 years of relevant experience;
- Customer Service experience, Microsoft Office suite, ServiceNow System;
- Bilingual - Fluency in English and Spanish (written and verbal);
- Professional skills and ability to work independently;
- Anticipate problems and respond accordingly;
- Articulate complex subject matter effectively based upon caller needs;
- Experience managing customers or clients;
- Familiarity with Accounts Payable and Travel and Expense;
- Case management systems and knowledge base systems required (Service Now);
- Enterprise-level financial systems;
- Expense Management System or Concur experience;
- Work history with financial systems including Oracle Financials or Deltek Cost Point;
- Experience in a finance shared service or call center environment preferred.
Recommended Jobs
Restoration Technician
Job Description Job Description Benefits: Dental insurance Health insurance Opportunity for advancement Paid time off Training & development Vision insurance Primary purpose …
Lead Software Engineer, Full Stack (Bank Tech)
Lead Software Engineer, Full Stack (Bank Tech) Do you love building and pioneering in the technology space? Do you enjoy solving complex business problems in a fast-paced, collaborative, inclusive, …
APP - Hospitalist - Variable - Monroe, NC (Monroe)
If its possible, you will find it at Atrium Healththe leading community-focused academic healthcare system serving North Carolina, South Carolina, and Georgia. We invite Advanced Practice Providers t…
Certified Nursing Assistant (CNA)
CNA Position Overview: We are seeking a compassionate and detail-oriented Certified Nursing Assistant (CNA) to join our healthcare team. The CNA will provide essential support to nursing …
Lending Support Specialist - To $57K - Greenville, OH - Job # 2200
Lending Support Specialist – To $57K – Greenville, OH – Job # 2200 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & San Antonio, TX. Our nationally uniq…
Manager Inside Sales
Job Summary Do you enjoy the challenges of a start-up environment? Are you pulling for the smaller, nimbler team to win? If you answered yes, we want to talk to you! We are going back to our roots…
Optometrist Job - Wake County, NC - Join Steller Ophthalmology Practice#5575
Privately owned ophthalmology practice looking to add a full time optometrist. Monday through Thursday 8-5 and Friday 8-1. Position is both routine and medical exams, and post op patients. Ideal candi…
Retail Sales Manager
Job Description This Branch Manager opportunity will be responsible for managing the functions of a full service branch, including maintaining existing and developing new customer relationships, b…
Information Security Threat Management Specialist
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our …
Area Sales Representative - Fleetcard
About Us: Join the winning team at The McPherson Companies, a pioneer in the petroleum industry for over fifty years. At McPherson, we are more than a company; we are a family that values excellenc…