Client Banking Specialist (Reconciliation)

Imagine360 is seeking a Client Banking Specialist! This position is responsible for compiling, calculating, reconciling, and posting data for use in maintaining and producing financial reports for clients. This position also assists the Client Banking Manager and Client Banking Supervisor in performing daily activities to support successful team outcomes.

Position Location: 100% remote

Responsibilities include but are not limited to:

• Complete bank reconciliations accurately and timely
• Produce related summary and reports for clients
• Compile information and verify accuracy
• Update client ledgers
• Verify, monitor, and resolve funding and banking items
• Analyze bank statements
  
  

• Research and reissue of lost/stolen checks
• Work with other Reconciliation team members to manage lost check requests
• Document lost check requests and details on appropriate logs
• Place Stop Payments via Online Banking
• Contact clients via email for status of check
• Reissue check in appropriate system
• Send appropriate correspondence for lost check requests to members and providers
• Work with other departments to ensure timely and accurate reissuance of lost checks
• Customer Service
• Act as a role model in demonstrating the core values in customer service delivery
• Provide timely and thorough follow-up with internal and external customers
• Appropriately escalate 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, ensuring 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 supervisors of trends within their scope of responsibility that fall outside of quality parameters
• Performs self-quality monitoring to develop and execute plans to meet established goals
• Provides ongoing feedback to help optimize quality performance
• Develop new or improve 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 or Equivalent
• 2+ years of bookkeeping or reconciliation experience
• 1+ year of banking operations experience
  
  
  

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
• 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**