What are the responsibilities and job description for the Banking Operations Specialist position at Financial Information Technologies LLC?
Join Fintech in Tampa as a Banking Operations Specialist!
The Banking Operations Specialist position assists internal and external customers with banking/financial inquiries. This role is focused on banking processes and associated functions for Fintech clients (processing customer requests timely and accurately, phone support and bank processing etc.) The Banking Operations Specialist is a champion of Fintech to our customers and follows the Company’s philosophy of providing excellent customer service.
Essential Functions:
- Ensure all client calls and email requests are responded to appropriately and on a timely basis.
- Educate clients on the Fintech website and processes.
- Process bank account changes requested by customer (within department standards)
- Process all monetary and non-monetary returns which includes customer communication, tracking and follow up.
- Timely handling of invoice approvals (within department standards).
- Ongoing account maintenance as required.
- Timely processing of changes requested.
- Obtain and evaluate all relevant information to handle product and service inquiries.
- Maintain knowledge of Fintech policies, products, services and internal procedures.
- Responsible for confirming with the banks EFT transactions .
- Adhere to department standard for Sales Force case assignments and closures.
- Maintain professional skills to ensure customer satisfaction.
- Formulate recommendations for system enhancements and process improvements .
- Assist with updating SOP’s and creating training documentation for internal and external use.
- Keep Management apprised of critical customer situations.
- Promote positive interactions between all Fintech business units.
- Processing NACHA files to banks
- Other tasks as assigned.
Qualifications:
- Minimum one-year customer service experience and banking experience preferred
- High school degree
- Positive interpersonal skills
- Excellent verbal and written communication skills
- People-oriented and customer focused
- Problem analysis and problem solving
- Solution knowledge
- Strategic thinking
- Detail oriented
- Exceptional organizational and prioritization skills
- Must be fluent Windows user with a basic understanding of database operation
- Proficiency in several different software applications (i.e. Word, Excel, PowerPoint, Outlook)
- Experience in helpdesk or ticketing system a plus
- Ability to work independently as well as part of a team
Our Benefits:
- Employer Matched 401K
- Company Paid Medical Insurance Option for Employee and Dependent Children
- Company Paid Dental Insurance for Employee
- Company Paid Vision Insurance for Employee
- Company Paid Long and Short-Term Disability
- Company Paid Life and AD&D Insurance
- 18 Paid Vacation Days a Year
- Six Paid Holidays
- Employee Recognition Programs
- Incentive Compensation
- Community Outreach Opportunities
- Business Casual Dress Code
About Fintech:
Fintech, a pioneering accounts payable (AP) automation solutions provider, has dedicated nearly 35 years to automating invoice processing between retail and hospitality businesses, and their supply chain partners. Backed by leading investors TA Associates and General Atlantic, it stands as a leader in this sector. Its flagship product, PaymentSource®, was first built for the alcohol industry to provide invoice payment automation between alcohol distributors and their customers across all 50 states. Today, it is utilized by over 245,000 businesses nationwide for invoice payment and collection associated with all B2B business transactions. This proven platform automates invoice payment, streamlines payment collection, and facilitates comprehensive data capture for over 1.1 million business relationships. Recognizing operational hurdles, Fintech expanded its payment capabilities to include scan-based trading/consignment selling for its vendors and retailers and built an advanced CRM tool with functionality to fortify vendor, supplier, and distributor field execution, addressing diverse profit center challenges. For more information about Fintech and its range of solutions, please visit www.fintech.com.
Fintech is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. Fintech’s management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs and general treatment during employment. Fintech is a Drug-Free Workplace. We E-Verify.