Perform routine financial processes and transactions for the Corporation. Apply basic financial or accounting principles to identify and accurately enter financial information. Support operational functions by assisting with Financial Services products including H&R Block Emerald Prepaid MasterCard®, Spruce, Refund Transfer, Emerald Advance Loan, Refund Advance, Savings and more. Research and respond to inquiries received from internal departments, as well as, external clients which are escalated via the Client Service Organization. Use cross-functional tools and resources to increase overall operating efficiencies, operational documentation and planning.  Partners with teammates and manager when standard procedures have been met and takes ownership over an issue until it is resolved and responded to in a timely fashion.

 

Day to day, you'll...  

Processes various forms of financial information and materials and enters financial information into accounting or other financial systems including working incoming ACH deposits, report exception items and account maintenance requests from clients. Daily general ledger balancing and reconciliation of financial transactions.Interpret clients needs and utilize resources such as training, standard operating procedures, and systems to resolve client issues. Responds timely to inquiries and conducts all necessary research to resolve customer requests, including, contacting clients directly with resolution.Responsible for validating accuracy of data from financial systems and resolving any discrepancies, exception items or unmatched reconciliation items.Executes established procedures within established service levels (SLA)Gathers and summarizes data; conducts research and analyzes information with the intention of resolving discrepancies or client inquiries.Responsible for the creation and maintenance of standard operating procedures.Serves as a contact for operational support by using professional and excellent customer service skills, demonstrating sensitivity or empathy for escalated client issues received from the Client Service Organization and Field Support Teams.Obtains, researches, and processes confidential/legal information.Participates in the development, improvement, and implementation of current financial processes, as well as, new/acquired processes