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Customer Account Specialist
$36k-44k (estimate)
Other | Wholesale 1 Month Ago
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UNITED DISTRIBUTORS GROUP is Hiring a Customer Account Specialist Near Savannah, GA

Job Details

Job Location: GA-Savannah - Savannah, GA
Salary Range: Undisclosed

Description

About United

United is the largest beverage alcohol wholesaler in both Georgia and Alabama. With two members of the fourth generation of the Hertz family involved in leadership roles, United is one of the 2-3% of family businesses that are able to successfully transition beyond the third generation. The Hertz family remains focused on growth, leveraging its most distinct market advantages in order to maintain its upward momentum. Its talented and innovative team of sales representatives and brand builders has the unique ability to recognize synergies between all three categories of alcohol, making it possible for United to grow its product portfolio and business successfully in Georgia and beyond.

Want to get in on the fun…We’d love to have you!

The Customer Account Specialist deals with customer invoice balancing and reconciliation, financial transaction reconciliation (checks and electronic), completes deposits, validates alcohol licenses, keys credits, and keys pricing updates, while also helping sales and delivery associates with any needs they may have pertaining to customers and deliveries. In addition to these roles, the customer service representative may fulfill some office duties.

Qualifications


  • Must be 18 years or older
  • High school or vocational school diploma or GED equivalent required

Responsibilities

  • Balance load sheets by verifying accuracy of inventory, matching payments to invoices, and verifying driver entries
  • Manage FINTECH, ESCROW, iCONTROL, GXS, and charge payments
  • Scan and process customer checks
  • Handle returned checks
  • Set up new customers and update customer licenses
  • Apply credits to customer’s accounts
  • Investigate pricing issues and make corrections
  • Bill leaker credit tickets
  • Bill sample, glassware, and beer cart requests
  • Fulfill mail room duties
  • File customer and supplier invoices as required
  • Occasional billing of sales orders
  • Order office supplies and maintain spreadsheets of inventory
  • Update pricing lists as assigned
  • Answer phone calls from customers, sales associates, delivery associates and provide support
  • Provide back-up for department co-workers as needed
  • Perform other duties as assigned

Competencies

  • Problem Solving
  • Professionalism
  • Relationships
  • Self Awareness
  • Conflict Management
  • Communication
  • Critical Thinking
  • Collaboration
  • Positive Attitude
  • Working As a Team
  • Flexibility / Multi-Tasking
  • Willingness to Learn

Critical Skills

  • Time Management
  • Proficient in Microsoft Office and other United technology
  • Proficient in use of calculator
  • Working knowledge of copiers, scanners, fax, and other office machines and equipment

Working Conditions

  • Normal office environment
  • Maintains a clean work environment by keeping desk and work area neat and clean

Physical Requirements and Essential Functions

  • Regular, reliable attendance required
  • Able to talk, hear and use telephone
  • Able to sit for extended periods
  • Able to use hands and fingers and use computer for extended periods
  • Specific vision abilities that include close vision
  • Able to occasionally lift supplies or materials (3-5 lbs or less)

Attention Applicants: If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, please let us know. Likewise, if you are limited in the ability to access or use this online application process and need an alternative method for applying, we will determine an alternate way for you to apply. Please contact accommodations@udiga.com or call 800-381-9947 for assistance with an accommodation.

Job Summary

JOB TYPE

Other

INDUSTRY

Wholesale

SALARY

$36k-44k (estimate)

POST DATE

03/28/2024

EXPIRATION DATE

05/27/2024

HEADQUARTERS

ROSEBURG, OR

SIZE

500 - 1,000

FOUNDED

2011

CEO

STANLEY MULLEN

REVENUE

$200M - $500M

INDUSTRY

Wholesale

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The job skills required for Customer Account Specialist include Customer Service, Billing, Leadership, Microsoft Office, Problem Solving, Time Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Customer Account Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Customer Account Specialist. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Customer Account Specialist positions, which can be used as a reference in future career path planning. As a Customer Account Specialist, it can be promoted into senior positions as an Account Services Representative, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Customer Account Specialist. You can explore the career advancement for a Customer Account Specialist below and select your interested title to get hiring information.

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If you are interested in becoming a Customer Account Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Customer Account Specialist for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

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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 Customer Account Specialist jobs

They must resolve complaints accurately and efficiently to ensure customer satisfaction to keep a good reputation for the organization.

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Client Account specialists must also set up and create archives for client records.

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As such, customer account specialist are expected to provide first-class service to their customers.

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Ultimately, a top-notch key account specialist should have good numerical skills, pay attention to detail, and possess problem-solving skills.

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Step 3: View the best colleges and universities for Customer Account Specialist.

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