Senior Customer Service and Treasury Specialist - Hybrid (Atlanta, GA)

OneDigital•Atlanta, GA

1d•Hybrid

About The Position

Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else. If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones, join OneDigital. Our Newest Opportunity: Summary: OneDigital provides Gift Card support and Treasury Transactions for a dedicated client. Most work, research and resolutions to problems may require interaction with multiple systems and vendors. This role will manage and record payments, oversee business to business gift card orders and bulk order requests and must be available during the Client’s Service hours of 8:00am-8:00pm. This role requires a strong customer-service mindset and a commitment to second-mile service. It is a hybrid position with required office days and flexibility for remote work. Some after-hours, holiday, and overtime work may be necessary to meet operational needs.

Requirements

Minimum 1 year Business Management experience
Advanced Excel Skills: Vlookup, pivot tables, charts, If statements, data validation, conditional formatting, working with multiple spreadsheets
Technology savvy
Strong mathematical and analytical skills enabling one to gather data and present it in a clear and understandable method to the receiving audience
An excellent communicator (listens, speaks, and writes well)
Highly organized and process driven; is able to manager a multitude of requests, details, and follow-ups (including paperwork)
Welcomes change

Nice To Haves

Accounting experience preferred
College degree preferred
Advanced in Microsoft Office and Excel
The ideal Senior Customer Service and Treasury Specialist for this position tend to perform in a consistent manner, demonstrate patience, develop specialized skills, objective thinker, have a desire to help others, and be a good listener. In addition, this profile pays attention to directives, standards, and details; they think analytically, work independently, are diplomatic with people, use subtle or indirect approaches to conflict; they check for accuracy and use systematic approaches to situations or activities. This profile is extremely curious and creative.

Responsibilities

Respond to inquiries regarding gift card issues and inventory restock
Administer and manage a gift card call center, email inbox, and external ticket system
Deliver timely resolutions to critical team member payroll issues
Collaborate with payroll, accounting departments, bank partners as needed to resolve various Treasury issues
Work with bank personnel on banking issues
Submit and verify inventory invoices for payment
Manage the Business to Business gift card registrations and orders as well as occasional Business to Customer gift card orders
Manages the Restaurant Bulk Load Requests
Assist in gift card liability reconciliations and report requests
Research on restaurant and customer issues
Holiday Card Inventory Requests and shipments
Miscellaneous administration work
Real time documentation updates
Works on special projects as assigned
Serves as a subject matter expert
Performs work under limited supervision, conferring with superior on unusual matters
Provides feedback and makes process and procedure change recommendations
Solves complex problems; takes a broad perspective to identify solutions.
May orient, train, assign and check other employees for quality assurance purposes
May lead small projects independently
Works as part of a project team to deliver medium to large projects or outcomes and may be involved on more than one project at a given time
Plans and conducts assignments with appreciable latitude
Manage, maintain, coordinate and drive gift card production.
Streamlining business processes coordination and workflow improvement
Analysis and capacity planning of inventory and gift card needs.