As an Expense Processing Specialist II for Business Support Management Team, you will be responsible for expense report processing, expense report audits, invoice submissions, responding to service ticket inquiries, and other travel & expense functions. This individual will provide best-in-class customer service, is thorough, and is a self-starter who can work both independently and with a team. This individual will be expected to collaborate, advocate best practices, and support peers where needed. Moving quickly while maintaining attention to detail, and utilizing problem-solving and critical thinking skills to support business objectives will be key to success in this role. This role will also have responsibility for fluency in all aspects of the sponsorship and donation process within Commercial Banking. They will have a high degree of judgement and attention to detail as well as collaborating with various business partners to independently review and ensure compliance with regulatory and procedural requirements. This role will be proficient in all Expense Specialist I responsibilities to provide backup support as required.
Job Responsibilities:
- Expense Processing
- Processing expenses in Concur in accordance with the firm’s travel and expense policies
- Submitting invoices on behalf of the business in the appropriate payment channel (Ariba, Concur Invoice, ExpressPay Express Contributions, etc.)
- Linking corporate cards, expense reconciliations
- Assisting with integration of acquired practices into existing Concur expense processes
- Sponsorship & Donation Support
- Completing due diligence requirements and processing all invoices relating to CB sponsorships and donations
- Becoming Ariba and SmartApproval subject matter experts
- Providing exceptional customer service related to inquiries from both internal and external sources
- General
- Assisting with answering general end user inquiries
- Ensuring quality customer service and customer satisfaction
- Providing exceptional customer service related to inquiries from both internal and external sources
- Producing high quality accurate reporting around required metrics
- Maintaining confidential data, enforce internal controls, and comply with policies and procedures
- Ensuring compliance with QC requirements for all work produced
- Applying good judgement to escalate issues and research findings to ensure accuracy of work product
- Assisting in ad hoc projects as needed
Required qualifications, skills, and capabilities:
- Bachelor’s degree or equivalent experience
- Japanese language proficiency for the APAC support position
- Ability to respond to multiple high-priority requests concurrently, keeping all stakeholders updated of status
- Exceptional attention to detail
- Highly organized and keeping close track of progress
- Ability to work cooperatively with others
- Able to work in a dynamic, fluid, fast-paced environment
- Ability to be discrete and maintain confidentiality on a wide range of issues
- Knowledge of MS Outlook, MS Suite (PowerPoint, Excel, Word)
- Intermediate to Advanced Excel skills
- Strong interpersonal, analytical, prioritization, and communication skills
- Commitment to customer service and ability to work in team-oriented environment
Preferred qualifications, skills, and capabilities:
- Experience in a travel & expense system (i.e., Concur, CWT, etc.), finance or similar business function is a plus
- Highly comfortable with learning and adapting to new technologies
- Strong interpersonal, analytical, prioritization, and communication skills