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Customer Banking Coordinator - Wausau, WI

UnitedHealth Group

Wausau, WI
Job Code:
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Job Details

Customer Banking Coordinator - Wausau, WI(Job Number:719366)

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.

Job Bus Opns General Support
Primary Location US-WI-Wausau
Other Location 
Organization E&I UMR
Schedule Full-time
Number of Openings 1
Apply on the Company Site

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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