Customer Accounts Representative I

ACCOUNTABILITIES & ESSENTIAL FUNCTIONS

• Complete thorough credit reviews to analyze customers’ financial strength and authorize credit lines.


• Proactively analyze customer information, including account balances, orders, and organizational changes to maintain optimum account performance


• Review orders, credit applications, quotes, and other business transactions for validity and timely processing.


• Investigate and resolve customer payment delinquency and implement corrective action to prevent future recurrence.


• Evaluate the collectability of delinquent invoices and perform write-offs of uncollectable amounts within the assigned level of authority.


• Effectively communicate with customers, maintaining concise and accurate account notes of customer interactions


• Deliver excellent customer service through various channels including phone, email, and online chat.


• Participate in regular team meetings to report on the progress towards meeting objectives.


• Performs tasks using various computer programs, word processing, spreadsheet or database commands; formats material as required.


• Continually expands knowledge of processes and procedures within Customer Accounts


• Understanding of Accounts Receivables and Accounts Payables functions


• Accurately processes various types of customer requests, including but not limited to order releases, establishing credit limits, new account set-ups, payment reconciliations, credit investigations, collection activities, customer account maintenance, and other tasks as assigned.


• Processes high standards of quality work with a sense of urgency


• Promotes and maintains a high level of commitment to meeting daily productivity objectives and goals.


• Works daily reports by identifying and resolving customer account issues in their entirety to ensure orders are released in a timely fashion.


• Ensure compliance with company policies and procedures, and support and participate in company total quality process.

SKILLS & CERTIFICATIONS

• Skill evaluation: Behavioral (80%); Excel (80%); Numerical Calculation (80%)


• Possess ability to perform credit and collections analysis and provide appropriate recommendations.


• Strong background in accounts receivable and/or basic accounting preferred.


• Possess analytical, problem solving, and negotiation & reasoning skills.


• Ability to act independently and have a high level of professionalism essential for interaction with customers, cross functional teams, and management.


• Possess strong interpersonal, written, and oral communication skills.


• Strong attention to detail, accuracy, and timely communication.


• Ability to meet deadlines and quality expectations while managing multiple assignments.


• Possess technical competency to utilize company computer system and related platforms. Knowledge of Microsoft Office applications at an intermediate level


• Strong alpha numeric data entry with good quality


• Ability to perform 10-key by touch.


• Trustworthy and maintains confidentiality.


• Effective performance independently or as part of a team


• Self-motivated, results-oriented, with effective organizational skills


• Takes initiative to expand knowledge by utilizing available resources.


• For Bilingual: read, write and speak Spanish and English. Skill Evaluation: Spanish 70%

Customer Accounts Representative I

Requirements

• High School Diploma or Equivalent, plus 2 years of customer service or similar experience.