Ensure client funding, billing, and verification activities align with the client’s agreed-upon terms. Ensure that excellent customer service is provided to clients. Monitor and evaluate submitted invoices and backup for quality and potential fraud. Maintain an in-depth understanding of client operations and behaviors to identify issues, trends, and service opportunities. Research items in client reserve and holding/releasing funds when necessary (balance client reserves using Excel daily, if applicable)Provide client training on funding procedures and client portal. Works assigned cb. Central tasks in a timely manner (i.e. Disputes/ Exceptions, Needs Image, Chargebacks, etc)Ensure that the Bank’s policies and procedures, code of conduct, and regulatory guidelines are strictly complied with. Seek opportunities to improve skills through cross-training and My Learning courses offered by the Bank. Provide assistance to other client reps and/or employees by collaborating with them through healthy and positive interactions. Work Carrier Reports, if applicable. All other tasks, responsibilities or duties, as directed by management. It is the responsibility of this role to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Qualifications. Education Requirements. High school graduate or equivalent is required. Minimum Experience. At least 1 year clerical/ office work is required. Knowledge, Skills, & Abilities. Excellent verbal and written communication skills are required as well as excellent customer relations skills. Must be able to function effectively as part of a team and must possess the ability to deal effectively and tactfully with clients/vendors. Must be proficient in Excel and Word and general office duties. Ability to multitask