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Customer Account Specialist


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Temp to hire position.

Schedule: Candidates must have open availability. All candidates must clear the background screening and skills testing required by the client.

Selected candidate(s) will train for 8 weeks, Monday-Friday, 9am-6pm for the position. Once training is successfully completed, the client will discuss the new available schedule.

Minimum Training and Experience

Possession of a high school diploma or an equivalent recognized certificate and four years of staff, administrative, or professional experience that includes credit and collections, billing, accounts systems, or customer service; or possession of a bachelor's degree in accounting, finance, or a related field; or an equivalent combination of training and experience.

Major Function

This is responsible clerical work in establishing service accounts requiring extensive public contact in handling specialized, difficult or problem accounts. Work is performed with considerable independence and under the general supervision of a supervisor. Work is reviewed through observation and inspection for accuracy through internal controls and by results obtained.


Essential Duties

Meets the Customers interested in establishing service. Helps customers referred from subordinates due to complexity of accounts or customers seeking satisfaction at a higher level of administration. Establishes deposit requirements on major new commercial accounts. Works with superiors in gathering information and performing studies on services. Reviews present deposit requirements for adequacy. Coordinates the collection of delinquent balances, processing of return checks, and credit arrangements. Researches account balances and makes adjustments as needed. Maintains the Tracking System program. Works with superiors in locating and identifying problems or internal control deficiencies within Service Division. Demonstrates exceptional patience and skill in dealing with the public in order to create a favorable impression. Performs related work as required.

Other Important Duties

Participates in developmental/training opportunities as scheduled by supervisor. Assists in developing policies and procedures for office. Performs related work as required.

Knowledge. Abilities and Skills

Considerable knowledge of billing, recording, history, monitoring, and accounting procedures. Considerable knowledge of existing collection methods and procedures. Considerable knowledge of the interface of the office with data processing, consumer services, and accounting records. Ability to work under pressure and maintain a high level of accuracy. Ability to follow complex orders and/or written instructions. Ability to establish and maintain a good working relationship with peers, supervisors, and the general public. Ability to maintain and analyze records, to prepare complex records and reports. Ability to exercise good independent judgment in making decisions. Ability to communicate effectively and concisely, orally and in writing. Skill in the use of personal computers and associated programs and applications necessary for successful job performance.


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