Job Summary
The role involves managing client payment processes, which encompass electronic transactions, checks, deposits, and the preparation of associated reports. This position emphasizes the safeguarding of confidential financial information while ensuring that all transactions are executed with precision and within required timelines.
Responsibilities
- Process various client payments, including electronic transfers and checks.
- Maintain and organize banking and contact records efficiently.
- Address client inquiries regarding funding and payment procedures.
- Oversee the printing and mailing of checks.
- Assist with auditing, scanning, and other financial service-related tasks.
Qualifications
- A high school diploma or its equivalent is mandatory.
- A minimum of one year of experience within a banking, office, or clerical setting is required.
- Proficiency in Microsoft Office applications is essential.
- An associate degree is highly preferred.
Heartland Security Insurance Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
