Senior Customer Service and Treasury Specialist

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

Location: Atlanta United States

Job Description:

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.

Essential Duties and Responsibilities:

Core responsibilities will be completed with some supervision and include but are not limited to:

• 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.

Qualifications, Skills and 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
• Accounting experience preferred

Education, Training, and Experience

• College degree preferred
• Advanced in Microsoft Office and Excel

Other:

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.

This position description is not intended to be all-inclusive, but to provide a general scope of the person and the position, outlining the primary responsibilities, reporting structure, and knowledge/strengths/abilities required to succeed. It is not a contract

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, "protected characteristics"). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!