Client Financial Services Representative

Role Overview

• Manage customer accounts within assigned portfolio by engaging in phone calls and/or emails.
• This includes negotiating payment arrangements as well as building relationships with customers in order to understand their needs and issues.
• Monitor and manage 'shipment hold/notification' screen within authorized limits.
• Enlist the efforts of the Operations team and Senior Management when necessary to accelerate the collection process.
• Communicate and follow up within specified timelines with Operations regarding customer disputes.
• Analyze unapplied amounts within company specified timelines.
• Identify problem accounts and provide recommendations related to recovery.
• Maintain compliance with required internal controls and departmental procedures.
• Maintain accurate documentation of all collection efforts, and provide updates on collection activity.
• Prepare and monitor monthly cash forecast for specific portfolio.
• Achieve defined individual and department goals.
• Assist with any other duties as required

Requirements

• 2 years of related experience
• Effective business writing and professional communication skills
• High degree of dedication, ownership and initiative
• Strong organizational skills; ability to multi-task and prioritize
• Strong interpersonal and communication skills (both verbal and written)
• Good customer service skills.
• Proficiency in Microsoft Office (Word, Excel)
• Ability to reflect a professional company image

Benefits

• Inclusion and Collaboration
• Agility
• Customer First Focus
• Accountability
• Leading and Developing