What are the responsibilities and job description for the Customer service Representative-Funding (Tier II) position at Robert Half?
We are in search of a Customer Service Representative-Funding (Tier II) to be a part of our team based in Rochester, New York. Engaging in the Payroll Services industry, this role involves handling customer applications, maintaining precise customer records, and resolving customer inquiries. This opportunity offers a long-term contract employment.
Responsibilities:
• Accurately process customer credit applications in a timely and efficient manner
• Assure the accuracy of customer credit records and update them when necessary
• Respond to customer inquiries professionally and promptly
• Monitor customer accounts and take action when necessary
• Prepare and distribute reports to senior management as needed
• Track and analyze weekly invoice information to identify inconsistencies or potential risks
• Handle data entry tasks for invoiced purchases and ensure their accuracy
• Prepare weekly packets for invoices, purchased accounts receivable activity, and reserve analysis
• Partner with customers and team members to achieve customer satisfaction while maintaining the company's goals and mission
• Transmit accounting and payment reports such as wires, ACH, A/R aging, and multiple subsidiary financial reports.• Possess strong skills in Customer Service and Management.
• Proficient in Data Entry tasks, with a focus on accuracy and speed.
• Demonstrable knowledge of Microsoft Excel and Microsoft Office Suites.
• Experience in providing Training to team members and new hires.
• Ability to understand and follow Procedures and Company Policies.
• Experience in handling Invoice and Payment Processing tasks.
• Well-versed with Accounts Receivable (AR) and Financial Reporting.
• Willingness to Travel as part of the job requirements.
• Proven record of achieving high levels of Customer Satisfaction.
• Ability to work effectively in a TeamWork oriented environment.
• Understanding of Principles and Dynamics of payroll services.
• Familiarity with Automated Clearing House (ACH) transactions.
• Possess Critical Thinking skills to identify and solve problems.
• Experience in handling Packets in a payroll environment.
• Ability to Distribute Reports to relevant stakeholders in a timely manner.
• Capability to identify Potential Risks and mitigate them effectively.
• Proficiency in performing various Accounting Functions.
• Experience in QA Management to ensure the quality of service delivery.
Responsibilities:
• Accurately process customer credit applications in a timely and efficient manner
• Assure the accuracy of customer credit records and update them when necessary
• Respond to customer inquiries professionally and promptly
• Monitor customer accounts and take action when necessary
• Prepare and distribute reports to senior management as needed
• Track and analyze weekly invoice information to identify inconsistencies or potential risks
• Handle data entry tasks for invoiced purchases and ensure their accuracy
• Prepare weekly packets for invoices, purchased accounts receivable activity, and reserve analysis
• Partner with customers and team members to achieve customer satisfaction while maintaining the company's goals and mission
• Transmit accounting and payment reports such as wires, ACH, A/R aging, and multiple subsidiary financial reports.• Possess strong skills in Customer Service and Management.
• Proficient in Data Entry tasks, with a focus on accuracy and speed.
• Demonstrable knowledge of Microsoft Excel and Microsoft Office Suites.
• Experience in providing Training to team members and new hires.
• Ability to understand and follow Procedures and Company Policies.
• Experience in handling Invoice and Payment Processing tasks.
• Well-versed with Accounts Receivable (AR) and Financial Reporting.
• Willingness to Travel as part of the job requirements.
• Proven record of achieving high levels of Customer Satisfaction.
• Ability to work effectively in a TeamWork oriented environment.
• Understanding of Principles and Dynamics of payroll services.
• Familiarity with Automated Clearing House (ACH) transactions.
• Possess Critical Thinking skills to identify and solve problems.
• Experience in handling Packets in a payroll environment.
• Ability to Distribute Reports to relevant stakeholders in a timely manner.
• Capability to identify Potential Risks and mitigate them effectively.
• Proficiency in performing various Accounting Functions.
• Experience in QA Management to ensure the quality of service delivery.
Salary : $21 - $26
