Account Services Representative provides superior customer service to account holders by responding to questions about their account and processing transactions and fills in as teller as needed. May process account openings, closings, and distributions following standard procedures and regulations. Being an Account Services Representative resolves customer issues and escalates complex cases to the appropriate bank staff. Knowledgeable about bank products and services. Additionally, Account Services Representative identifies cross-selling opportunities as appropriate, and may refer customers to other bank resources. Requires a high school diploma or equivalent. Typically reports to a manager. The Account Services Representative works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be an Account Services Representative typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
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SUMMARY: SUMMARY: Responsible for reviewing aged accounts receivable, analyzing account history and determining proper collection approach to ensure timely collection of accounts receivable. Contacts clients and updates the collections system with details of the calls. Create reports on problematic accounts and provides them to upper management. Work with the client and/or attorney to resolve any disputes or misunderstandings. Works closely with billers to help resolve billing questions. Observes confidentiality of client and firm matters.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
1. Proactively and professionally interact with firm clients and billing attorneys to facilitate the timely payment of invoices as well as identify any challenges to the client submitting timely payment
2. Review aged accounts receivable, analyze account history and determine proper collection approach to ensure timely collection of accounts receivable
3. Contact clients directly via telephone, email and formal letters in accordance with the firm's collection policies and procedures
4. Enter and maintain accurate, complete and up-to-date information summarizing all collection related activities in the firm's collection software; schedule and maintain follow ups5. Research and resolve, or initiate the resolution process, for problematic, disputed, and/or past due invoices
5. Provide information to firm attorneys regarding status of their client's accounts receivables
6. Monitor payment arrangements to ensure compliance with payment terms
7. Promptly respond to inquiries from clients, attorneys and staff, while maintaining a high level of tact and professionalism
8. Prepare reports and analysis on the status of collection matters; provide regular updates to management on these matters
9. Recommend write-offs and/or placement with outside collection agencies or law firms when collection efforts have been exhausted
10. Assists with the backup of Cash Receipts and their responsibilities on an occasional basis
12. Assists Director of Receivables as required.
The employee must be able to perform all essential job duties and responsibilities of this position satisfactorily and as outlined, with or without reasonable accommodations. Reasonable accommodation requests may be accommodated, absent undue firm hardship.
KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
1. A minimum of 3 to 5 years of related financial experience in a professional services organization; law firm experience preferred
2. Working knowledge of credit practices and strong working knowledge of collection techniques
3. Proficiency in MS Office; strong knowledge of Excel preferred
4. Excellent organizational, interpersonal and communication skills, and ability to work with all levels of personnel within the firm
5. Strong writing skills necessary
6. Ability to effectively handle telephone calls with tact, diplomacy and professionalism
7. Highly self-motivated, self-directed and attentive to detail
8. Must be able to multi-task
9. Must be able to work in a team environment as well as work independently
10. Ability to effectively prioritize and execute tasks in a high-pressure environment
11. Demonstrated problem-solving skills
12. Ability to foster an atmosphere of support, teamwork and effective collaboration
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities or requirement.
WORKING CONDITIONS:1. Normal office environment with little exposure to excessive noise, dust, temperature and the like.2. Work occasionally requires more than 37.5 hours per week to perform the essential duties of the position. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities or requirements.
Equal Employment Opportunity and Diversity Statement
Barnes & Thornburg is committed to equal employment opportunity in both principle and as a matter of policy. We will recruit, hire, train, promote, compensate and provide benefits to all applicants and employees without regard to ancestry, sex, race, color, ethnicity, national origin, gender, age, religion, religious creed, mental and/or physical disability, medical condition, military and/or veteran’s status, genetic information, marital status, sexual orientation, gender identity and/or expression, or any other basis protected by applicable federal, state and local laws. This policy applies to all recruiting, hiring, promotions, upgrades, layoffs, compensation, benefits, terminations and all other privileges, terms and conditions of employment. The firm complies fully with all federal, state and
Job Type: Full-time
Benefits:
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Work Location: In person