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Customer Banking Coordinator - Wausau, WI

UnitedHealth Group

Wausau, WI
Job Code:
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Job Details

748980 Customer Banking Coordinator Wausau WI

Customer Banking Coordinator - Wausau, WI (748980)

Position Description

Position Description:

We'll put you in the driver's seat on vital projects that have strategic importance to our mission of helping people lead healthier lives. Yes, we share a mission that inspires. We need your organizational talents and business discipline to help fuel ours. It's the opportunity to do your life's best work.(sm)

We are seeking a Customer Banking Coordinator to join our team. In this position you will be responsible for coordinating all service and activities and make key decisions related to claim banking and claim financial reporting.


Primary Responsibilities:

  • Lead new customer implementation activities related to banking and claim financial reporting. Sole contact for banking setup.
  • Responsible for recommending and explaining the benefits of additional services available to customers  (i.e. custodial vs. home), acting as a subject matter expert.
  • 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.
  • Work with Sales and Business Development to provide banking information for customer finalist presentations.
  • Utilize multiple system tables for coding and testing bank account set-ups.
  • Responsible for the resolution of issues working in conjunction with IT. 
  • Review positive pay suspect items for corporate, custodial and select customer bank accounts.
  • 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.
  • Recommend and implement process and procedures changes.
  • Maintain database for tracking banking setup. 
  • Stay current on new banking legislation
  • Maintain reference materials related to customer banking and claim financial reporting.
  • Maintain financial security by following internal controls.
  • Provide support for other staff members within Finance.
  • Maintain online security access for disbursement reporting application.
  • Contribute to team effort by accomplishing related results as needed.
Required Qualifications:
  • High School Diploma / GED or higher
  • 3+ years of professional customer service experience
  • 2+ years professional experience in an Office setting using the telephone and computer as the primary instruments to perform the job duties
  • Experience working in a collaborative environment to identify and resolve financial and operational issues
  • Must be able to use MS Office:
    • Outlook – manage calendars and emails within multiple mailboxes
    • Word – create and modify documents and mail merge
    • Excel – data entry, sort and filter, create and use pivot tables and v look ups, create and use basic formulas, import data from Access
    • Access – export data, create and modify basic queries, search for data
Preferred Qualifications:
  • 2+ years experience in Accounting or Finance
  • Associate's Degree (or higher)
  • Banking experience
  • Reconciliation experience
  • Experience working with C-Suite executives
Careers at UnitedHealthcare Employer & Individual. We all want to make a difference with the work we do. Sometimes we're presented with an opportunity to make a difference on a scale we couldn't imagine. Here, you get that opportunity every day. As a member of one of our elite teams, you'll provide the ideas and solutions that help nearly 25 million customers live healthier lives. You'll help write the next chapter in the history of health care. And you'll find a wealth of open doors and career paths that will take you as far as you want to go. Go further. This is your life's best work.SM

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.

Keywords: UnitedHealth Group, Customer Banking Coordinator, Wausau, Wisconsin, customer service, financial, claim, finance, accounting, banking, reconciliation

Job Details

  • Contest Number748980
  • Job TitleCustomer Banking Coordinator - Wausau, WI
  • Job FamilyBusiness Operations
  • Business SegmentEmployer and Individual

Job Location Information

  • Wausau, WI
    United States
    North America

Additional Job Detail Information

  • Employee StatusRegular
  • ScheduleFull-time
  • Job LevelIndividual Contributor
  • ShiftDay Job
  • TravelNo
  • Telecommuter PositionNo
  • Overtime StatusNon-exempt

UnitedHealth Group is the most diversified health care company in the United States and a leader worldwide in helping people live healthier lives and helping to make the health system work better for everyone.

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