We Offer a full Range of
Career Opportunities

Job Title: Facility Account Specialist
Reports To: Facility Account Specialist Team Manager
FLSA Status: Non-Exempt

Summary: Responsible for interacting with customers via phone and/or email to provide
and process information in response to inquiries, concerns and requests regarding bank
accounts by performing the following duties.

Duties and Responsibilities include the following. Other duties may be assigned.
1. Handling questions, discussions, and trainings related to a Rep
Payee/Guardianship/Case Management software and other proprietary software.

2. Processes overdrafts for bank accounts.*

3. Processes transactions for bank accounts.*

4. Reconciles checking accounts.*

Minimum Qualifications: 2+ years in the Representative Payee, Guardianship,
or Case Management industries.

Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty
satisfactorily. The requirements listed below are representative of the knowledge, skill,
and/or ability required. Reasonable accommodations may be made to enable individuals
with disabilities to perform the essential functions.

Language Ability:
Ability to read, analyze, and interpret general business periodicals, professional journals,
technical procedures, or governmental regulations. Ability to write reports, business
correspondence, and procedure manuals. Ability to effectively present information and
respond to questions from groups of managers, clients, customers, and the general public.

Math Ability:
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers,
common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw
and interpret bar graphs.

Reasoning Ability:
Ability to solve practical problems and deal with a variety of concrete variables in situations
where only limited standardization exists. Ability to interpret a variety of instructions
furnished in written, oral, diagram, or schedule form.

Computer Skills:
To perform this job successfully, an individual should have knowledge of Microsoft Word
and Microsoft Outlook.

Education/Experience:
High school diploma or general education degree (GED); and one to two years related
experience and/or training; or equivalent combination of education and experience.

Knowledge, Skills and Other Abilities:
• Attention to detail and accuracy
• Diplomacy
• Professionalism
• Good organization skills
• Time management
• Initiative
• Stress tolerance
• Multi-task oriented
• Problem analysis and problem solving
• Ability to type

Physical Demands:
The physical demands described here are representative of those that must be met by an
employee to successfully perform the essential functions of this job. Reasonable
accommodations may be made to enable individuals with disabilities to perform the
essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands;
reach with hands and arms and talk or hear. The employee is occasionally required to
stand and walk.

Work Environment:
The work environment characteristics described here are representative of those an
employee encounters while performing the essential functions of this job. Reasonable
accommodations may be made to enable individuals with disabilities to perform the
essential functions.

The noise level in the work environment is usually moderate.