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Customer Banking Coordinator - National Remote

Company

UnitedHealth Group

Address Dallas, TX, United States
Employment type FULL_TIME
Salary
Category Hospitals and Health Care
Expires 2023-07-19
Posted at 10 months ago
Job Description
You’ll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges.
At UnitedHealthcare, we’re simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and equitable. Ready to make a difference? Join us and start doing your life’s best work.SM
This role is equally challenging and rewarding. Within a high volume environment, you'll need to model and act as an Ambassador for the company while solving complex health care inquires The Customer Banking Coordinator acts as a customer advocate to resolve escalated and complex issues.
This position is full-time, Monday - Friday. Employees are required to work flexible starting normal business hours of 8:00am – 5:00pm. It may be necessary, given the business need, to work occasional overtime or weekends.
  • All Telecommuters will be required to adhere to UnitedHealth Group’s Telecommuter Policy.
Primary Responsibilities
  • Maintain financial security by following internal controls.
  • Review positive pay suspect items for corporate, custodial and select customer bank accounts.
  • Lead new customer implementation activities related to banking and claim financial reporting. Sole contact for banking setup.
  • Maintain online security access for disbursement reporting application.
  • Maintain reference materials related to customer banking and claim financial reporting.
  • Utilize multiple system tables for coding and testing bank account set-ups.
  • Accountable for accuracy and appropriateness of banking optional services and related fees.
  • Represent Treasury Operations on company committees focused on workflow improvement and new account transitions when necessary.
  • Responsible for the resolution of issues working in conjunction with leadership and/or IT.
  • Work with Sales and Business Development to provide banking information for customer finalist presentations.
  • Lead banking and claim financial reporting activities related for existing customers, responding to inquires from customers and their representatives, as well as internal staff such as Account Management and Claim.
  • Provide support for other staff members within Finance.
  • Responsible for recommending and explaining the benefits of additional services available to customers (i.e.custodial vs. home), acting as a subject matter expert.
  • Contribute to team effort by accomplishing related results as needed.
  • Recommend and implement process and procedures changes.
  • Maintain database/worksheet for tracking banking setup.
You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications
  • Demonstrate PC skills and application of computer spreadsheets and databases
  • High school diploma / GED (or higher) OR equivalent work experience
  • 3+ years of customer service experience analyzing and solving customer problems
  • Demonstrate knowledge of the fundamental practices and procedures of accounting, financial management and control.
  • Beginner experience with Excel (Navigating through spreadsheets)
  • Ability to work flexible starting normal business hours of 8:00am – 5:00pm. It may be necessary, given the business need, to work occasional overtime or weekends.
Preferred Qualifications
  • Microsoft Access experience
  • Bachelor's Degree (or higher) in Accounting or Core Business
Telecommuting Requirements
  • Ability to keep all company sensitive documents secure (if applicable)
  • Must live in a location that can receive a UnitedHealth Group approved high-speed internet connection or leverage an existing high-speed internet service
  • Required to have a dedicated work area established that is separated from other living areas and provides information privacy
Soft Skills
  • Acts as a team player – able to work effectively with others in organization
  • Able to work in a constantly changing environment
  • Organize work, set priorities and establish an efficient, well-organized work assignment.
  • Strong written and oral communication skills.
  • Strong customer focus. Comfortable working with C-Suite level executives.
  • Able to handle pressure situations
  • Evidence of sound analytical, problem-solving and decision-making skills for resolving customer concerns, processing and workflow issues.
  • Ability to multi-task including ability to understand multiple products and multiple levels of benefits within each product
  • Demonstrates accountability and high performance, while delivering quality results
Careers with UnitedHealthcare. Work with a Fortune 5 organization that’s serving millions of people as we transform health care with bold ideas. Bring your energy for driving change for the better. Help us improve health access and outcomes for everyone, as we work to advance health equity, connecting people with the care they need to feel their best. As an industry leader, our commitment to improving lives is second to none.
California, Colorado, Connecticut, Nevada, New Jersey, New York, Washington or Rhode Island Residents Only: The salary range for California / Colorado / Connecticut / Nevada / New Jersey / New York / Washington / Rhode Island residents is $18.80 - $36.78.Pay is based on several factors including but not limited to education, work experience, certifications, etc. In addition to your salary, UnitedHealth Group offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with UnitedHealth Group, you’ll find a far-reaching choice of benefits and incentives
At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone–of every race, gender, sexuality, age, location and income–deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes — an enterprise priority reflected in our mission.
Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity / Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
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