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Associate - Billing Process – Commercial Bank - Chicago or Dallas

Req #: 180023051_1
Location: Dallas, TX, US
Job Category: Product Management
Job Description:

Associate Billing Process – Commercial Bank

Chicago or Dallas


This role is part of the Billing team within CB Revenue Management and will support the identification and successful adoption of new billing processes and controls.

Manage Billing adjustment process:
  • Oversee large dollar billing error tracking & research process; Identifying adjustments for review, track team’s progress on research and report on status throughout the month
  • Complete initial error assessment; identify root cause and  coordinate any internal partner discussion needed
  • Work with CB Technology to operationalize the identification and tracking process
Manage Billing reporting & analysis
  • Develop and manage monthly reporting; consolidate Billing Escalation team cases with billing error activity
  • Apply critical thinking to identify trends and areas of opportunity
  • Coordinate regular review sessions to identify potential solutions.
Lead process & control improvements:
  • Collaborate with billing SMEs and CB partners to develop new policies and controls
  • Partner closely with key stakeholders including CB Sales, Service, Onboarding, & TS Billing Operations, to ensure the success implementation of new process controls

  • Bachelor’s Degree required
  • 2-4 years relevant experience in treasury services either “in-house” in a Treasury Department or in Banking
  • Detailed-obsessed with excellent problem solving and critical thinking skills in order to identify opportunities and suggest solutions
  • Proven effective communicator with experience in resolving conflict & facilitating decision-making
  • Superior MS Excel, PowerPoint skills

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