Exemplify Financial Services’ commitment to serve with integrity and passion.
Create solutions through collaborative efforts within the department and across departmental lines.
Provide timely and Christ-like support to staff and volunteers related to YL Connect and additional financial systems through email and phone interactions.
Assist staff and volunteers with a variety of financial needs to include (but not limited to): YL Connect support, tracking contributions and payments, revenue policies and procedures, donor/payer support, IRS contribution regulations, revenue processing best practices, cash flow, research and corrections.
Escalate complications to specific departments and maintain tracking records of calls, when necessary.
Collaborate with Financial Services teams to equip local field operations for success.
Assist the YL Connect Training Department with implementing the YL Connect Training Model.
Other duties as assigned.
Requirements
Minimum of one year proven customer service experience and exceptional customer service skills.
Some business related experience preferred.
Ability to work in highly technical software.
Excellent professional communication skills (verbal and written).
Ability to pay extreme attention to detail and handle daily multi-tasking.
Strong organizational and problem solving skills.
Must have strong Internet navigation skills.
Must be a team player.
Has a desire to learn, help others and serve as a resource.
Proficiency in Microsoft Office Suite, especially Word and Excel.