What are the responsibilities and job description for the Account Analyst position at People's Bank of Commerce?
Description
Steelhead Finance, a subsidiary of People’s Bank of Commerce, is a leader in factoring and financial solutions for businesses seeking to manage and grow their cash flow. Established in 1981, we are located in Medford, OR. Our mission is to provide the best customer service possible to the many clients, customers, and partners we work with on a regular basis. We continue to build an ever-growing team that:
- Delivers top-notch service
- Embraces change
- Pursues personal growth
- Helps build a positive team spirit
- Is passionate and creative
An Account Analyst provides support to Steelhead Finance with the purchase, approval, and maintenance of client invoices. Responsible for entering client invoices via automated software in accordance with established legal regulations and company policies and procedures. Ensures correct combinations of documents are prepared and/or received for each transaction. Performs diverse duties in support of, and in conjunction with, the Steelhead team, including but not limited to accurately approving client invoices for purchase in computer systems. Provides excellent customer service and administrative support for Steelhead Finance.
Reports to: VP of Operations
Supervises: None
Requirements
Duties and Responsibilities:
- Provide friendly, courteous, and professional communication support, including responding to incoming telephone calls, electronic mail, and voice mail for both internal and external customers.
- Review all new invoices for accuracy and completeness prior to approving and ensure correct documentation for each transaction.
- Obtain all necessary documentation for each invoice.
- Follow the invoice until accuracy is confirmed, updating changes, as necessary.
- Set-up and maintain fees and deductions in accordance with company policy and procedures and established guidelines.
- Understand and adhere to the compliance of all federal and state laws and regulations and company policies, procedures, and standards in area of responsibility.
- Maintain accuracy, neatness, and thoroughness in performance of assigned duties to minimize errors.
- Complete all required internet compliance training within established timeframes.
- Set up and maintain ticklers.
Performance Standards:
- Process invoices at levels that fall within company norms.
- Prioritize tasks and special assignments to meet deadlines on a daily basis.
- Minimal to no errors on invoice approval.
- Work with teammates ensuring clients will be funded in a timely manner.
- Answer telephone by 3rd ring.
- Respond promptly to walk-in customers and incoming telephone calls by assisting or referring them to appropriate personnel/departments.
- Maintain a satisfactory level of attendance and tardiness as defined in the company attendance policy.
Skills and abilities required:
- Must be able to work within and foster a team environment, while effectively managing own workload.
- Excellent oral, written and telephone communication skills.
- Problem-solving skills and ability to tactfully resolve difficult customer situations.
- Strong proven interpersonal skills in order to provide superior quality service to teammates and customers. Supporting the company’s commitment to fun, professional, service-oriented working/business environment.
- Ability to manage multiple priorities and achieve results according to department priority.
Education, training, and experience:
- Successful completion of a high school diploma or GED.
- Excellent knowledge of office equipment essential to job performance: ten-key calculator, personal computer.
- Strong knowledge of computer programs: Word, Outlook, and Internet usage.
The above statements are intended to describe the general nature and level or work to be performed. They are not intended to be an all-inclusive listing of all responsibilities, duties and skills required for this position. These job requirements are subject to change to reasonably accommodate qualified disabled individuals.
Those selected must be able to provide proof of legal right to work in this country. Hiring will be subject to criminal history background check, credit check, drug screen and references.
People's Bank of Commerce is an Equal Opportunity Employer of minorities, women, protected veterans, and individuals with disabilities. If you are an individual with a disability and require reasonable accommodation to complete all or part of the application process, please call 541-491-8928 or email hr@peoplesbank.bank .
