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Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
· Successfully complete all required training for this position· Responsible for understanding and meeting daily, weekly, monthly performance metrics and standards; informing team lead and/or supervisor when issues arise that impact metrics
· Handle customer related issues regarding the Lockbox Exception Queue
· Running reports and researching variances
· Reconciles daily deposits with bank reports
· Assists CSRs in processing adjustments to correct problems.
· Audit document retrievals
· CSC location related support
· Cross-Train on various job duties within the department
· Reconciliation schedules, including CSR, AP/AR, and Bank Reconciliations
· Provide team support by assisting other departments/department members to ensure all work is completed on a daily basic and all metrics are met
· Must remain professional under every circumstance with customers/non-customers and staff members
· Perform other duties as directed by TransCore management
Supervisory Responsibilities: This job has no supervisory responsibilities.
TransCore is an Equal Opportunity Employer – EEO/AA/M/F/Vet/Disability'
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Work Remotely
Job Types: Full-time, Contract, Temporary
Pay: $16.50 per hour
Experience level:
Schedule:
Education:
Experience:
Work Location: In person
Contractor | Full Time | Temporary
$50k-70k (estimate)
04/07/2023
06/01/2024
The following is the career advancement route for Financial Service Representative positions, which can be used as a reference in future career path planning. As a Financial Service Representative, it can be promoted into senior positions as a Financial Retail Sales Assistant II - Registered that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Service Representative. You can explore the career advancement for a Financial Service Representative below and select your interested title to get hiring information.
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Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Service Representative job description and responsibilities
They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals, and ensure that clients are satisfied with their purchases.
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Maintain comprehensive knowledge of all services and products and update all request on development needs.
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Provide efficient sales and services to customers and monitor sales for all referral objectives.
03/22/2022: Duluth, MN
A financial service representative may advance his career by obtaining certifications and building up more and more accounts.
01/12/2022: Chillicothe, OH
To acquire clients, the representative may need to make cold calls, knock on doors, or attend financial seminars.
03/20/2022: Springfield, OR
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Service Representative jobs
Be very, very careful when selecting a financial services representative.
02/12/2022: Cheyenne, WY
Provide Financial Advice Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.
01/22/2022: Lorain, OH
Step 3: View the best colleges and universities for Financial Service Representative.