New Accounts Representative jobs in Richardson, TX

New Accounts Representative opens a variety of new accounts for customers including checking, IRA, CD and others. Collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Being a New Accounts Representative provides information and answers questions regarding interest rates, fees, and bank policies. May complete process to transfer accounts for customers. Additionally, New Accounts Representative makes appropriate referrals to cross-sell a variety of bank services. May require an associate degree. Typically reports to a supervisor or manager. The New Accounts Representative possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. May require 0-1 year of general work experience. (Copyright 2024 Salary.com)

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Analyst - Accounts Receivable
  • Accounts Receivable - Energy Transfer Family of Partnerships Careers
  • DALLAS, TX FULL_TIME
  • Are you interested in joining our team? Chat with our digital assistant to learn more about our company and apply right from your mobile device!

    Text ETP to 25000 to get started or apply through this web posting if you prefer.

    Energy Transfer, recognized by Forbes as one of America's best large employers, is dedicated to responsibly and safely delivering America’s energy.  We are driven to inspire our employees to create superior value for our customers, our investors, a sustainable future and giving back to the community where we have long-standing commitments to causes including MD Anderson Children’s Cancer Hospital, The Salvation Army, American Heart Association, Ronald McDonald House and many more.

    We value all of our employees who make our growth and success possible.  We are proud to offer industry leading compensation, comprehensive benefits, 401(k) match with additional profit sharing, PTO and abundant career opportunities.

    Come join our award winning 11,000 strong organization as we fuel the world and each other!

    POSITION SUMMARY:

    This position will be responsible for customer accounts in Accounts Receivable. This involves researching outstanding items and contacting customers. This position will be preparing A/R reports and conducting A/R meetings with accounting leadership to help determine the best course of action.

    Essential Duties and Responsibilities

    • Evaluates outstanding balances of customer accounts to determine best course of action.
    •  Actions may involve directly contacting customers to inquire as to non-payment of past due items and/or resolving differences between customer data and Energy Transfer data.
    • Determines collectability of past due items. If a receivable is deemed to be uncollectable, the A/R Analyst presents the recommendation to management and the decision is made whether or not to write-off the uncollectable item.
    • Contact customers to receive payment detail when necessary.
    • Apply any credit memos to associated invoices.
    • Confer with Plant Accounting to reconcile aged items in customer accounts.
    • Contact customers regarding late payments, inquiring as to payment status. Forward missing invoices to customers.
    • Create check requests for returning overpayments.
    • Work with Plant Accounting regarding possible netting of A/P against A/R.
    • Submit semi-monthly aging report to management containing comments for items over 60 days. Report is reviewed by VP and Controller, Assistant Controller - Midstream, Manager - Accounts Receivable, and Plant Accounting management.
    • Conduct A/R meetings twice monthly. Discuss with management and staff as to status of customer collections per A/R Aging reports
    • Perform any follow-up duties as addressed in meetings.
    • Prepare monthly A/R recon reports, identifying and explaining significant outstanding items.
    • Other duties as needed.

    Requirements: 
    Education and/or Experience, Knowledge, Skills & Abilities: 
    To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. The requirements for this position are listed below:

    • SAP knowledge a plus.
    • Bachelor’s Degree
    • Minimum of 2 to 5 years of work experience in accounting or accounts receivable
    • Sound understanding of accounting practices and principles
    • Strong written and verbal communication skills.
    • Ability to work under pressure and in a fast-paced environment
    • Strong analytical and problem solving skills.
    • Proficient in use of Excel and Word.
    • Flexibility to work overtime during peak periods.
    • Must adhere to the highest standards of ethical behavior when carrying out job responsibilities.
    • Highly motivated and team-oriented individual.
    • Detail-oriented and strong analytical skills.
    • Excellent organization skills.
    • Ability to work with minimal supervision.
    • Ability to work in multiple systems

      An equal opportunity employer/disability/vet

      Energy Transfer is an equal opportunity employer and does not discriminate against qualified applicants on the basis of actual or perceived race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, pregnancy, veteran status, genetic information, citizenship status, or any other basis prohibited by law.

      The nature and frequency of the above working conditions and requirements may vary depending on individual operational circumstances. Where feasible, the Partnership will make reasonable accommodations to qualified individuals with disabilities to enable them to perform the essential functions of the job.

      DISCLAIMER: The statements listed in this job posting, which are subject to change, are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

    • 1 Day Ago

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    Sales Representative - No Experience Req'd - Earn $875-$1,200/Week
    • TruGreen - Sales Representative
    • Dallas, TX FULL_TIME
    • TruGreen is Hiring Territory Sales Representatives! At TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A career with TruGreen is a career full of new ...
    • 1 Month Ago

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    Sales Representative - No Experience Req'd - Earn $875-$1,200/Week
    • TruGreen - Sales Representative
    • Grand Prairie, TX FULL_TIME
    • TruGreen is Hiring Territory Sales Representatives! At TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A career with TruGreen is a career full of new ...
    • 1 Month Ago

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    Sales Representative - No Experience Req'd - Earn $875-$1,200/Week
    • TruGreen - Sales Representative
    • Mc Kinney, TX FULL_TIME
    • TruGreen is Hiring Territory Sales Representatives! At TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A career with TruGreen is a career full of new ...
    • 1 Month Ago

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    DPS - IOD - Custodian, Regional Facilities - 8005
    • Texas Comptroller of Public Accounts
    • Garland, TX FULL_TIME
    • DPS - IOD - Custodian, Regional Facilities - 8005 (00035470) Organization: TEXAS DEPARTMENT OF PUBLIC SAFETY Primary Location: Texas-Garland Work Locations: GARLAND R1 HQ (350 W I 30) 350 W I 30 Garla...
    • 21 Days Ago

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    Comptroller - Tax Auditor I - III Dallas North (Plano) Audit Office
    • COMPTROLLER OF PUBLIC ACCOUNTS
    • Plano, TX FULL_TIME
    • Comptroller - Tax Auditor I - III Dallas North (Plano) Audit Office (00040215) Organization: COMPTROLLER OF PUBLIC ACCOUNTS Primary Location: Texas-Plano Work Locations: 2I54 Dallas North Audit 5201 T...
    • 1 Month Ago

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    0 New Accounts Representative jobs found in Richardson, TX area

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    In Home Sales (Leads Provided)
    • Dynamic SLR
    • Richardson, TX
    • Job Description Job Description JOIN THE REVOLUTION AND EXPERIENCE THE DYNAMIC DIFFERENCE Value career development and t...
    • 3/27/2024 12:00:00 AM

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    Territory Manager
    • AssuranceAmerica
    • Plano, TX
    • Job Description JOIN THE ASSURANCEAMERICA TEAM Are you a dynamic, motivated individual eager to kickstart your career in...
    • 3/26/2024 12:00:00 AM

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    IT Business Development Representative (MSP)
    • Bowman Williams
    • Richardson, TX
    • IT Business Development Representative (MSP) We are a reputable Cloud and Managed Service provider servicing various SMB...
    • 3/25/2024 12:00:00 AM

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    Area Sales Manager
    • PGT Innovations
    • Richardson, TX
    • Summary: The Area Sales Manager role is to expand our customer base and achieve sales quotas for specific regions of our...
    • 3/25/2024 12:00:00 AM

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    Sales Administrator
    • Kyocera
    • Richardson, TX
    • Kyocera International, Inc. is looking for an experienced Sales Administrator to join our team in our Dallas (Richardson...
    • 3/25/2024 12:00:00 AM

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    Business Development Representative - SaaS
    • Projectmates / Systemates, Inc.
    • Richardson, TX
    • Job Description Job Description Business Development Representative About Systemates Inc. From our corporate offices in ...
    • 3/25/2024 12:00:00 AM

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    Business Development Associate
    • Element Materials Technology
    • Plano, TX
    • Overview: Element has an opportunity for a Business Development Associate. In this role you will be an inside seller, re...
    • 3/25/2024 12:00:00 AM

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    Inside Sales Representative
    • DB Roberts
    • Plano, TX
    • Job Description The major objective for this Inside Sales Representative position is to increase sales in your assigned ...
    • 3/25/2024 12:00:00 AM

    The cities of Dallas, Plano and Garland, Texas constitute almost all of the Richardson border apart from the municipality's extreme northeastern "panhandle." The Lake Highlands area of northeast Dallas borders Richardson to the south, North Dallas to the southwest, Far North Dallas to the west, West Plano to the northwest, East Plano to the north, the city of Murphy to the northeast, Sachse to the east, and Garland to the southeast. Richardson is located at 32°57′56″N 96°42′57″W / 32.965628°N 96.715707°W / 32.965628; -96.715707. According to the United States Census Bureau, the city has a t...
    Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
    Income Estimation for New Accounts Representative jobs
    $35,927 to $44,426
    Richardson, Texas area prices
    were up 2.2% from a year ago

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