Customer Account Representative
Share
Job Location:
Monthly Salary:
Posted on:
13 hours ago
Vacancies:
1 Vacancy
Job Summary
Company:
Finning CanadaNumber of Openings:
1Worker Type:
Temporary (Fixed Term)Position Overview:
The Customer Account Representative is responsible for assisting customers and branch employees with credit account inquiries and requests. It focuses on collection of past due accounts and mitigating the risks associated with extending credit through proper and regular review of customers accounts. They ensure that corporate policies and guidelines are followed with all credit and collection processes while delivering a high level of customer service that supports business and sales strategic objective.This position is a Temporary 18-month opportunity based in West Edmonton offered under a hybrid work arrangement.
Job Description:
Major Job Responsibilities:
Portfolio Management:
- Administer collection activity and build and maintain the credit history file in utilized enterprise resource system (M3 SalesLink or other assigned systems
- Manage assigned accounts includes contacting customers to follow up on accounts reviewing accounts and notes receivables reports regularly to identify follow up requirements monitoring and communicating customer portfolio and regional customer metrics to internal stakeholders processing small balance write off account adjustment and account reconciliation and resolving dispute discrepancies and short payments
- Assist in branches when receiving request for Deferrals General Security Agreements (GSA) garage keepers liens and escalate to Team Lead.
- Negotiate repayment arrangements within a 90 day repayment period; escalate to Team Lead and or Credit Manager for protracted periods.
- Collect on past due accounts and report to Account Receivable Team Lead and or Credit Manager on accounts requiring legal action repossession bad debt write off and identified as risk.
Customer Service:
- Provide customer service on accounts includes forwarding invoices processing credit card authorization forms processing customer refund request; completion of Write-Off forms Credit Matrix and submission to the appropriate assigned signing authority.
- Responding to customer enquiries by promptly answering the queue line.
- Reconciliation of AR accounts as required
Credit Approval:
- Approve credit releases for parts service and rentals request and authorize requests over the set credit limit
Reporting:
- Prepare weekly & monthly AR reports as assigned
- Other assigned duties as required
Qualifications:
- 1-3 years of high volume corporate collections experience
- 1-3 years experience processing accounts receivable
- Strong Excel & account reconciliation skills
- Proficient in MS Office Applications
- Knowledgeable of the Personal Property Security Act (PPSA) Personal Information Protection Act (PIPA) and Bankruptcy and Insolvency Act (BIA)
- Knowledgeable of basic business law and basic tax law
- Knowledgeable of credit procedures and CCAA (Customer Credit Agreement Act)
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.
Required Experience:
Unclear Seniority
Key Skills
- Business Development
- Sales Experience
- B2B Sales
- Time Management
- Customer Service
- Communication skills
- Cold Calling
- Math
- Retail Sales
- Account Management
- Outside Sales
- Relationship Management
About Company
If you've noticed more Caterpillars crawling around your neighborhood, Finning International may be responsible. The company is the largest dealer of heavy equipment and diesel engines made by Caterpillar (CAT), the world's leading manufacturer of construction equipment. Finning opera ... View more
