Customer Financial Services Representatives

Essential Duties and Responsibilities

To perform the job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Duties and responsibilities include the following, other duties may be assigned:

Collections Functions

• Work individually and as a team member to achieve set collection goals and objectives.
• Analyze customer account to determine best solution to resolve invoicing issues and document resolution.
• Initiate calls to customers in order to secure payment for past due balances and negotiate and arrange payment plans for customers unable to pay within terms.
• Process customer credit card payments as needed to pay down open balances.
• Follow the Standard Work Schedule provided by management to efficiently work assigned accounts.
• Utilize the Customer Relationship Management system (CRM) to verify and update account information, record names, conversations, and establish follow-up tasks.
• Document, track and resolve customer issues and complaints.
• Collaborate with all internal departments to assure customers' needs are met.

Qualifications

The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Strong problem solving, interpersonal, and financial analysis skills. Goal oriented, motivated self-starter, with excellent organizational skills and the ability to handle multiple tasks.
• Excellent oral, written, and presentation skills with the ability to deal tactfully, confidently, and ethically with both internal and external customers required.
• Strong PC skills and Excel, and experience with other Microsoft Office products: Word, PowerPoint, Outlook, etc.

Associate Degree in Finance, Accounting, or related field. Directly related experience in finance or accounting and in progressively responsible positions desirable. In lieu of degree, 1-3 years of related experience that yields equivalent level of knowledge, skills, and experience.