Front Counter Customer Service Associate

Position Summary

Estes Material Sales is seeking a dependable, organized, and detail-oriented individual to assist with front-counter operations, truck scale transactions, invoicing, and QuickBooks data entry.

This position is an important part of our daily operation and serves as a connection between our customers, sales team, yard personnel, drivers, and accounting office. The ideal candidate will be comfortable working with customers while also maintaining accurate financial and inventory records.

Primary Responsibilities

Front Counter & Customer Service

• A warm welcoming to greet and assist customers at the front counter.
• Answer incoming phone calls and direct customers to the appropriate team member.
• Assist customers with basic product, pricing, pickup, and delivery questions.
• Enter customer orders accurately into the system.
• Communicate with yard personnel regarding customer pickups and material orders.
• Collect and accurately process cash, check, and credit card payments.
• Provide customers with invoices, receipts, and scale tickets for loading.

Truck Scale Operations

• Operate the truck scale for incoming and outgoing vehicles.
• Accurately record customer, truck, product, and weight information.
• Generate and process sales receipts.
• Verify that scale activities are assigned to the correct customer, product, and account.
• Communicate with drivers and yard personnel regarding material loading and weighing.
• Maintain organized scale records and supporting documentation for invoicing.

Invoicing & QuickBooks Data Entry

• Enter invoices, sales receipts, payments, credits, and other transactions into QuickBooks Enterprise.
• Review invoices for accuracy before posting.
• Verify customer names, job information, quantities, pricing, tax status, and payment terms.
• Enter and maintain accurate customer and transaction information.
• Assist with accounts receivable data entry and customer account records.
• Apply customer payments to the appropriate invoices.
• Maintain organized electronic and paper documentation supporting accounting entries.
• Assist accounting staff with researching transaction discrepancies.

Daily Balancing & Reconciliation

• Balance the cash drawer and front-counter transactions.
• Reconcile cash, checks, credit card transactions, invoices, and receipts to daily sales activity.
• Compare scale tickets and sales transactions to ensure all material leaving the yard has been properly invoiced.
• Identify missing tickets, incorrect quantities, pricing discrepancies, duplicate entries, or unposted transactions.
• Prepare daily deposits and supporting documentation as assigned.
• Report discrepancies promptly and assist in determining the cause.
• Maintain accurate records so daily activity can be easily reviewed and audited.

Additional Responsibilities

• Maintain organized customer, invoice, scale, and accounting records.
• Assist with filing, scanning, and document management.
• Help maintain accurate customer account information.
• Work closely with sales, dispatch, yard, and accounting personnel.
• Assist with additional administrative and accounting duties as needed.
• Maintain confidentiality of customer, employee, and company financial information.
• At times social media posting, answering inquires via messenger, and emails for front counter sales related goals.

Qualifications

• Strong attention to detail and accuracy.
• Comfortable working with numbers and balancing transactions.
• Previous QuickBooks experience preferred; QuickBooks Enterprise experience is a plus.
• Previous bookkeeping, invoicing, accounts receivable, cashier, scale-house, or office experience preferred.
• Comfortable learning product names, units of measure, and material terminology.
• Strong computer and data-entry skills.
• Ability to communicate professionally with customers, contractors, drivers, and coworkers.
• Ability to handle multiple responsibilities in a busy environment.
• Dependable attendance and punctuality.
• Ability to identify discrepancies rather than simply entering information without verification.

Skills That Are Especially Valuable

• QuickBooks Enterprise
• Accounts receivable
• Invoice processing
• Cash drawer reconciliation
• Credit card reconciliation
• Truck scale or scale-house experience
• Construction or landscape-material experience
• Microsoft Excel, Outlook, Word
• Customer service

What Success Looks Like in This Position

A successful Front Counter Scale Clerk / Accounting Data Entry employee keeps the front counter moving efficiently and easy and welcoming to talk to while ensuring that every load, ticket, payment, and invoice is accurately accounted for.

Accuracy is extremely important. The goal is not simply to enter transactions, but to recognize when something does not balance, investigate discrepancies, and help maintain accurate sales, inventory, and accounting records for the company.

Pay: $19.00 - $22.00 per hour

Expected hours: 36.0 – 46.0 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Health insurance
• On-the-job training
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Application Question(s):

• Are you able to work Saturday's?
• Do you have previous QuickBooks experience?

Shift availability:

• Day Shift (Required)

Work Location: In person

Salary : $19 - $22