Customer Account Representative

Finning Canada

1

Permanent

Finning Canada is seeking a Customer Account Representative to join our team on a permanent full-time basis in this role you will be responsible for managing an assigned portfolio of customer accounts supporting credit and collection activities and providing exceptional service to both customers and internal stakeholders.

The successful candidate will proactively collect outstanding balances resolve account inquiries perform account reconciliations and help mitigate credit risk while ensuring compliance with company policies and procedures. This role combines strong customer service analytical thinking and account management skills to support Finnings financial objectives and customer relationships.

• Manage an assigned portfolio of customer accounts including account monitoring collections activities and maintenance of customer credit records.
• Proactively contact customers regarding outstanding balances and negotiate payment arrangements within established guidelines.
• Monitor account aging delinquency trends and potential credit risks escalating concerns as appropriate.
• Perform account reconciliations and investigate payment discrepancies short payments deductions and disputes.
• Process approved account adjustments and small-balance write-offs in accordance with company policies.
• Identify and escalate high-risk accounts legal matters repossessions liens bankruptcies and other exceptions to senior team members.
• Maintain accurate and timely account documentation collection notes and customer communications.
• Meet or exceed established collection and delinquency reduction targets.

• Provide prompt professional and responsive customer service related to account billing payment and credit inquiries.
• Respond to requests for invoice copies payment information credit card authorizations refunds netting agreements and other account-related activities.
• Support customers and internal stakeholders in resolving account discrepancies and payment issues.
• Build and maintain positive working relationships with customers while effectively managing collection activities.

• Review and approve credit holds and credit releases for parts service and rental transactions within assigned authority levels.
• Escalate exceptions and non-routine credit decisions as required.
• Support the administration of customer credit accounts in accordance with company policies and established procedures.

• Prepare and maintain weekly monthly and ad hoc accounts receivable and collections reports.
• Contribute to process improvement initiatives that enhance efficiency accuracy and customer experience.
• Perform other related duties and responsibilities as assigned.

• 1 to 3 years of experience in accounts receivable collections customer account administration finance or a related business environment.
• Experience managing customer accounts collections activities account reconciliations and dispute resolution.
• Experience working with ERP systems financial software or customer account management systems is considered an asset.
• Post-secondary education in Business Administration Accounting Finance or a related discipline is considered an asset.
• Working knowledge of accounts receivable collections practices credit management and customer account administration.
• Understanding of basic accounting principles and business processes.
• Familiarity with credit privacy and financial compliance requirements is considered an asset.
• Knowledge of corporate policies procedures and safety requirements.

• Strong customer service and relationship-building skills.
• Excellent verbal written and interpersonal communication skills.
• Ability to professionally handle difficult customer conversations while maintaining positive business relationships.
• Strong organizational and time management skills with the ability to manage competing priorities and deadlines.
• Demonstrated analytical problem-solving and decision-making abilities.
• High level of accuracy and attention to detail.
• Ability to work independently while contributing effectively within a team environment.
• Proficiency in Microsoft Office applications particularly Excel with strong account reconciliation and data analysis capabilities.

At Finning youll be part of a collaborative and supportive team that values customer service continuous improvement and professional growth. We offer the opportunity to build your career with the worlds largest Caterpillar dealer while contributing to the success of our customers and business.

At Finning we prioritize creating a diverse and inclusive environment. We are proud to be an equal opportunity employer and we actively encourage all individuals to express themselves and achieve their full potential. As a company we continuously strive to enhance our outreach to individuals of all backgrounds and identities. We do notdiscriminate against applicants based on gender identity race national and ethnic origin religion age sexual orientation marital and family status and/or mental or physical Finning is committed to collaborating with and providing reasonable accommodations /adjustments to individuals with disabilities. If you require an adjustment/accommodation at any point during the recruitment process please inform your recruiter.