Financial Customer Service Representative

Aston Carter
Anaheim, CA Full Time
POSTED ON 1/10/2023 CLOSED ON 2/9/2023

What are the responsibilities and job description for the Financial Customer Service Representative position at Aston Carter?

Now hiring for a customer focused individual experienced in call center environments and familiar with financial services. This role would be responsible for handling a high call volume and communicating with clients for concerns, questions or claims regarding electronic payments.

Monday- Friday 9am-6pm

$24-$28 hourly dependent on experience

Onsite in Anaheim

JOB DESCRIPTION:

  • Handle inbound calls from members regarding electronic payment services, questions or concerns
  • Maintenance and adherence to internal and external member service standards.
  • Knowledge of BillPayer processes and timing.
  • Knowledge of the SendMoney mobile service, timing, and settlement.
  • Responsible for balancing BillPayer general ledger accounts and daily settlement activities
  • Responsible for balancing of the SendMoney mobile service, general ledger accounts, and daily settlement
  • Responsible for the setup and management of the OFAC validation process
  • Responsible for the set-up of client credentials within the BillPayer Administrative tools program.
  • Manage primary vendor relationships: RPPS for electronic payment processing and ORCC for check and electronic payments processing.
  • Manage SendMoney primary vendor relationship with PayPal.
  • Scrub merchant payee databases in order to identify opportunities to establish electronic/ACH payment relationships and combine like payments based on commonalities, such as payment address.
  • Research and provide client/member resolution of all BillPayer disputes and inquiries for all clients, to include but not limited to stop payment requests and proof of payment verifications.
  • Provide daily e-mail notification to clients for status of daily BillPayer processing and settlement.
  • Provide daily email notification to clients for payment exceptions.

QUALIFICATIONS:

  • 2 years of call center experience
  • 1 years of experience in banking or accounting field (highly preferred)
  • Familiarity with Zelle/electronic/ACH payments
  • Ability to demonstrate excellent member service skills
  • Strong problem solving skills
  • Excellent written and verbal communication skills
  • Knowledge of basic accounting standards and reconciliation of GL accounts.

About Aston Carter:

Please Note: Scammers are posing as Aston Carter. We'll never contact you via Gmail, Telegram, or WhatsApp and we'll never solicit money from you.

At Aston Carter, we’re dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions – from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless.

Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients’ capabilities by seeking solvers and delivering solutions to address today’s workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit AstonCarter.com. Aston Carter is a company within Allegis Group, a global leader in talent solutions.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 888-237-6835 or email astoncarteraccommodation@astoncarter.com for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.

Salary : $24 - $28

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