Description

This position is responsible for processing customer payments, reconciling customer accounts and GL accounts.

ESSENTIAL FUNCTIONS:

• Applies and matches customer payments and reviews accounts and data for accuracy.


• Generates and distributes statements to customers.


• Reconciles customer accounts and works with credit managers on customer account issues, as needed.


• Submits Invoices into Client Portals.


• Resolves client invoice/account inquires over the phone and in writing.


• Processes client payments over the phone and via email.


• Creates Manual Invoices/Credits as needed for Sales Tax Adjustments.


• Opens and distributes mail as needed.


• Reconciles and maintains customer accounts as assigned.


• Performs specials projects as assigned.


• Supports accounting department staff as needed.


• Trains A/R staff as needed.


• Adheres to all customer care standards.


• Actively cares and advocates safety at Western States.


• Adhere to all applicable safety policies, procedures and standards.


• Serves as a team member in support of Western States' strategic programs, projects, and initiatives.


• Works within and promotes corporate vision, mission, and values of the organization.


• Performs other duties as assigned.

KNOWLEDGE SKILLS AND ABILITIES:

• Proficient in the use of Microsoft computer products or other comparable systems required. Microsoft Excel intermediate level preferred.


• ERP software experience required, preferably Microsoft AX.


• Professional verbal and written communication skills with internal and external customers.


• Ability to develop and maintain effective working relationships with others.


• Consistent attendance.

EDUCATION AND EXPERIENCE:

• Associates or Bachelor's degree preferred.


• 3 years minimum experience in a typical accounting function such as A/P, A/R, payroll, or bookkeeping, preferred.


• 6 months minimum experience in accounting software, required.


• Must be able to communicate (speak, read, comprehend, write in English).

PHYSICAL CHARACTERISTICS:

• Must be able to sit for long periods of time along with walking, standing, climbing stairs, reaching pushing, pulling, leaning and twisting.


• Must be able to meet all safety requirements for applicable safety policies.

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. It is not intended be an exhaustive list of all responsibilities, duties, and skills required of employees in this classification.