Young Life

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Financial Services Support Specialist I

at Young Life

Posted: 9/25/2019
Job Reference #: 1137836
Keywords: financial

Job Description

Financial Services Support Specialist I

Department:Financial Services
Location:Colorado Springs, CO

Mission/Authority

Exemplify Financial Services’ commitment to serve with integrity and passion, execute with excellence, and demonstrate Christ-honoring care and professionalism while representing the mission of Young Life. Create solutions through collaborative efforts within the department and across departmental lines. This position is a customer service oriented person who prioritizes and completes multiple task projects with a positive and resourceful attitude to contribute to the front line Financial Services support to the field. 

Essential Duties:

Field Support

  • Represent the Financial Services department in an efficient, professional manner to donors, parents, friends of Young Life, and Young Life staff and volunteers.  Create and maintain excellent customer relations.
  • Provide timely and Christ-like support to staff and volunteers related to YL Connect and additional financial systems through email and phone interactions.
  • Build a rapport amongst multiple level field staff and volunteers that creates an approachable environment for supporting financial needs.
  • Assist staff and volunteers with a variety of financial needs to include (but not limited to):
      • YL Connect support
      • Tracking contributions and payments
      • Revenue processing best practices
      • Donor/payer support
      • IRS contribution regulations
      • Cash flow
      • Research and corrections
      • Revenue policies and procedures
  • Escalate complications to specific departments.  Track and communicate problem solving steps for successful and satisfactory resolution. 
  • Maintain confidentiality of all aspects of contact and financial data.
  • Maintain tracking records of calls, when necessary.
  • Other duties as assigned.

Training

  • Along with the Supervisor, partner and collaborate with Financial Services teams to equip local field operations for success. 
  • Along with the Supervisor, assist the YL Connect Training Department with implementing the YL Connect Training Model.
  • Other training needs as assigned.

Working Conditions:

  • Office environment.
  • Individual will be sitting at his/her desk the majority of the day; must be able to sit for long periods of time.
  • Individual will have specific scheduled support times and scheduled lunches. 
  • Mandatory overtime will be required on an as-needed basis.

Education:

  • Minimum of a high school diploma or GED.

Experience Required For The Job:

  • 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.
  • Successfully prioritize and accomplish tasks in a fast-paced, detail-oriented work environment.
  • 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.
  • Young Life background a plus.
  • Knowledge in Salesforce a plus.

 

This description is not intended, and should not be construed, to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with this job.  It is intended to be an accurate reflection of the principal job elements essential for making compensation decisions.