Customer Service and Treasury Specialist - Remote

OneDigital; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

OneDigital is looking for a Customer Service and Treasury Specialist to manage gift card support and oversee treasury transactions for a dedicated client. This remote role requires a customer service mindset and the ability to handle payments and inquiries effectively, ensuring high-quality support during client service hours.

Benefits

Health Benefits

Paid Time Off

Overtime Pay for Non-Exempt Employees

Qualifications

• At least 2 years of related experience.
• Proficient in Microsoft Office applications.
• Desire to help others and demonstrate patience.

Responsibilities

• Manage and record payments for a dedicated client.
• Oversee B2B gift card transactions and orders.
• Respond to inquiries about gift card issues.

Skills

Analytical Skills

Communication

Organizational Skills

Customer Service Mindset

Technical Savvy

Education

High School Diploma

College Degree (preferred)

Tools

Microsoft Word

Microsoft PowerPoint

Job description

Customer Service and Treasury Specialist - Remote

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.

S u mm a r y :

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.

The individual must have a customer service mindset and will be expected to provide 2nd mile service. Work can be remote and is under supervision. After hours support, some holidays and over-time may be required to meet goals or guidelines.

E s s en t i a l Du t i e s a n d R e s pon s i b i l i t i e s:

• 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
• Establish Bank Accounts and bank entitlement requests
• 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
• Works on special projects as assigned

Q ua li f i c a t i on s , S k i l l s a n d R equ ir e me n t s :

• An in qu isiti v e n atu r e, a l w a y s pressi n g to k no w m o re a n d u nd ers t a n d m o re a b o u t t h e cl i ent and t h eir needs
• T e ch n o l o g y sa v v y , having a c u rio s i t y and p r o p ensi t y t o learn mo r e a b o u t c o m pu t ers, s o f t ware a n d o t h er t o o ls that m ake b u si n ess m o re e ffec t i v e a n d p r o du ct i v e
• Str o n g m ath e m at i cal a n d a n aly t ical s kills e n a b li n g o n e t o g a ther da t a and pre s ent it in a c l ear and und ers t a nd a b le m e t h o d t o the r e c ei v i n g au d ie n c e
• An e xc e l l ent c om m un icat o r (list e n s, spea k s, and w rit e s w ell)
• H i gh ly o r g a n i z ed and p r o c e ss dr i v e n ; is a b l e t o m a n a g er a m u ltitu d e o f req u es t s, d e t ai l s, and f o ll o w - up s (i n cl ud i n g pa p er wo r k )
• Can m o d el and e x e m p lify t h e One G e o r g ia F u nd a m en t als
• D ri v er’s l i c ense a n d d epe n d a b le car i n o r d er to ac c om mo d a te s o m e t r a v el t o cli e n t’s l o cat i o n

Education, Training and Experience

• At least 2 y e a rs o f e xperie n ce rel a t e d t o o u r i ndu st r y , i n cl ud i n g ins u ra n ce, carr i e r s, benefit s , h u m an r e s o u r c es, b r o k e r / a g ent, T e ch n o l o g y f iel d , data p r o ce s s o r, el e ct r o n ic s o f t ware a pp lic a ti o n s.
• H i g h sc h oo l di p l o m a, m i n i m al l y . C o l l ege d egree a n d any o ther p r o fess i o n al l y - r e lated desi gn at i o n s a r e p referred.
• Proficient Level of Word and PowerPoint

Ot he r :

The i d eal Customer Service and Treasury Specialist f o r t h is pos i ti o n t e n d t o p er f o rm in a c o n sis t ent m a nn er, d e m o n str a te p a t i ence, d e v e l o p s p eciali z ed s kills, o b j ec t i v e th in k e r, ha v e a desi r e t o h elp o thers, a n d be a g o o d li s t e n er. In a dd iti o n , t h is p r o fi l e pays a t t en t i o n t o di r e cti v es, s ta n d ar d s, and detail s ; t h e y th in k a n aly t i c al l y , w o rk in d epen d ently, are di p l o m atic w ith p e o p le, use su b t l e o r i nd irect a pp r o a ches to c o n fl i c t ; t h e y c h eck f o r ac c u racy a n d use s y s t e m atic a pp r o ac h es to situat i o n s o r acti v it i es. T h is prof i le is e x tr e m ely cu r i o u s and cre a ti v e.

The typical base pay range for this role nationwide is $26 per hour.

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.

To learn more, visit: www.onedigital.com/careers

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:

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!

About the company

Strategic workplace consultants that provide a host of employee health & benefits, workforce & HR, and retirement & wealth solutions for businesses of all sizes.

Notice

Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

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Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.

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