As a Billing Escalations Account Manager 1 within the Commercial & Investment Bank, you will become a subject matter expert in the analysis billing system, joining a team that is passionate about streamlining the client billing experience. You will address fee related questions, investigate issues, and craft strategic billing solutions for our Sales, Service, Product, Operations, Revenue Management, Finance and Controls partners. You will monitor and proactively alert the relationship teams to intercept errors and manage revenue risk exposure. You will learn the end to end impacts of billing maintenance, adjustments and refunds. You will be asked to challenge the status quo and take ownership of our processes. In the role you will support partner inquiries and provide comprehensive resolutions across lines of business; developing and implementing billing policies and controls as well conducting partner training.
Job responsibilities
- Deliver options for solutions to client/stakeholder needs via consultations on complex billing set-ups in partnership with Sales, Service, Product, Billing Implementations and TS Billing Operations
- Track and categorize escalations to identify common trends and opportunities for process improvements and training
- Proactively reach out to relationship team to flag billing anomalies or variances to identify root cause
- Provide on-the-spot training with best practices and ways to avoid errors going forward
- Assist in analysis and research to identify trends and opportunities
- Evaluate procedures and job aides used by the team and raise clarifications or detected outdate info
- Review existing methods and propose improvements through procedural changes, training, automation, enhancements, etc.
Required qualifications, capabilities, and skills
- Detail-obsessed with innovative mindset and excellent problem solving and critical thinking skills to identify, understand and address operational and technical issues
- Effective communicator with experience in resolving conflict and facilitating decision-making
- Intermediate skills in MS Excel
- Prioritization skills
- Data analysis skills
- Team player with demonstrated ability to work in and support a cohesive, collaborative & inclusive work environment
Preferred qualifications, capabilities, and skills
- Core cash Treasury Services experience
- Bachelor’s Degree with 2+ years relevant experience
- Experience in Microsoft Excel, PowerPoint, Access
- Business analysis, database querying and process mapping experience preferred