Customer service Representive-Funding (Tier II) Job at Robert Half in Beachwood

We are offering a permanent employment opportunity for a Customer Service Representative - Funding (Tier II) in the Payroll Services industry. The role is based in Highland Hills, Ohio, United States. The primary function of this role involves processing customer applications, maintaining customer records, and resolving customer inquiries, while also monitoring customer accounts and taking appropriate action.

Responsibilities:

• Ensure accurate and efficient processing of customer credit applications
• Uphold and manage customer credit records with precision
• Address and resolve customer inquiries in a detail oriented and timely manner
• Monitor customer accounts and act accordingly
• Perform data entry tasks for invoices purchased
• Prepare and analyze weekly packets, looking for inconsistencies and potential risks
• Generate and distribute relevant reports to senior management as needed
• Collaborate with customers and team members to ensure customer satisfaction and uphold company goals
• Ensure timely transmission of accounting and payment reports such as wires, ACH, A/R aging, and multiple subsidiary financial reports
• Conduct other tasks as assigned, maintaining a positive and organized approach.• Proficiency in Customer Service
• Effective Management capabilities
• Experience in Data Entry
• Proficiency in Microsoft Excel
• Ability to conduct Training sessions
• Knowledge of standard Procedures
• Experience with Invoice handling
• Expertise in Payment Processing
• Familiarity with Accounts Receivable (AR)
• Ability to conduct Financial Reporting
• Willingness to Travel
• Commitment to Customer Satisfaction
• Ability to work in a TeamWork environment
• Proficiency in Microsoft Office Suites
• Understanding of Company Policy
• Familiarity with Principles and Dynamics of payroll services
• Knowledge of Automated Clearing House (ACH)
• Demonstrated Critical Thinking skills
• Experience handling Packets
• Ability to Distribute Reports
• Skills in identifying Potential Risk
• Knowledge of Accounting Functions
• Experience in QA Management