Account Management Representative
hace 2 semanas
About the Role:
We are seeking a highly skilled and detail-oriented individual to join our team as an Account Management Representative. As a key member of our financial operations team, you will be responsible for reconciling bank accounts, supporting the monthly closing process, and resolving customer requests in a timely manner.
As a Financial Operations Coordinator, you will work closely with our senior analysts and leaders to provide visibility on difficult or doubtful cases, ensuring accurate processing and meeting established SLAs. Your attention to detail and proactive approach will be essential in identifying opportunities for process improvement and proposing solutions to enhance our PPI processes.
In this role, you will also assist with internal or external audits, compile support documentation, and participate in updating position manuals or process support documentation. Your excellent communication skills and ability to work effectively in a team environment will be valuable assets in providing top-notch customer service and supporting the needs of our company.
Key Responsibilities:
- Reconcile bank accounts to ensure timely payments
- Support monthly closing process by fulfilling established tasks
- Resolve customer requests according to company policies and processes
- Develop knowledge in company systems and platforms
- Follow up on pending credits and provide visibility to Collections
- Process card payments considering exceptions and obtain approval when necessary
- Assist with internal or external audits and compile support documentation
- Participate in updating position manuals or process support documentation
- Identify opportunities for process improvement and propose solutions
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