What are the responsibilities and job description for the Agent Service Treasury Specialist position at Barri Financial Group?
This position is responsible for reaching out to Agents to collect payment for outstanding balance or other payments Placing direct phone calls, legal letters and E-mails to companies that are past due
- KEY REQUIREMENTS:
Minimum experience and requirements:
- Fluent English and Spanish
- High School Diploma or GED
- KEY COMPETENCIES:
You will be responsible for driving the results and development of the organization. To be successful in this role, you must have at least the following key competencies:
- Daily and weekly reporting to direct supervisor
- Daily Delinquency notices.
- High volume phone calls to assigned delinquent accounts.
- Reconcile agent’s disputes as they pertain to payment of outstanding balances that are due
- Participate in team planning meetings.
- Meet defined department goals and activity metrics.
- Requires core competencies of communication, leadership, ability to drive change, innovative outlook and problem analysis.
- Strong customer service skills and a desire to provide solutions to our internal and external customer
- Ability to handle multiple tasks and assignments while meeting deadlines.
- Very good problem-solving skills and an ability to work within the company to influence behaviors to support our customers.
- A self-starter, with excellent time management and organizational skills required.
- Strong PC skills and knowledge of Microsoft Office required.
- Ability to work well independently in a team environment. Ability to work at all levels within the organization required.
- Good verbal and written professional communication.
- Ability to work under pressure and delivery of requirements on specific due dates.
- WORK ENVIRONMENT AND PHYSICAL DEMANDS:
The physical demands described here represent what an employee should do to complete the essential functions of the job. Reasonable accommodation can be provided for people with disabilities so they can complete the essential tasks of the job.
Reconciliate agents’ manual checks.
- Prepare labels and request manual check to agents
- Tracking all packages
- Receiving and handling multiple packages.
- Contact agents to maintain the upkeep of pending checks.
- Records all checks that are received.
- Exercises judgement in making decisions about overdue checks.
- Send overdue notices and give final dates to agents whose checks have not been sent in a timely manner.
- Follow up all credit and debits agent bank adjustments.
- Sent checks return notice to our agents.
