Bookkeeper - Customer Service

Accountant/Bookkeeper/ Bookkeeper Team Member/ Customer Service

WARNING: WARNING; Slackers Need Not Apply. Life is too short to not work at a Great Place. Great Pension, Benefits.

Oue Employees get along great and have each other backs. We have great Customer who will brag on you for doing a Good Job. This is a nice place to work, and we will not allow anyone to spoil that, NOT EVEN YOU.

Most jobs are hourly, but some jobs salaried may be offered, not demanded, but offered. Lunches are one hour however, depending on your workload, some employees choose to only take thirty minutes and receive compensation (pay) for the other thirty minutes. Normal days are Monday-Friday 7:45 AM to 4:45 PM, hourly employees over 40 hours would be overtime

We are seeking an organized and detail-oriented Accountant/ Bookkeeper/ Bookkeeper Assistant/Customer Service Representative to join our team. The Accounting Clerk/Bookkeeper will be responsible for assisting with various accounting tasks to support the financial operations of the company. Applicants for Full time or Part time employment will be considered.

DO NOT SAY I AM A BOOKKEPPER IF YOU ARE NOT. You may wish to apply as a Customer Service Representative, more training offered. Less initial demand on knowledge level. Very few people can do both, initially. This is a very good place to learn a lot of sellable skills.

**Duties:** Depends on your Skill level, whether you are the lead or the assistant.

- Primary bookkeeper for related owner entities.
See also Customer Service opportunities in the lower section of this page.

- Assist with end-of-month reconciliations.

- Assist with payroll tax returns.

- Assist with sales tax returns.

- Assist with reconciliations

- Assist AP and AR when needed with processing invoices, processing payment, check filing, etc.

Any other tasks assigned by management.

- Confidentiality is imperative.

**Qualifications:**

- High school education required. College a plus

- Prior bookkeeping/accounting experience required.

- Ability to read, write, and verbally communicate.

- Computer literate with proficiency in Microsoft Excel and Quickbooks.

- Ability to use a calculator, fax, copy machine and other machinery.

- Good telephone manners and etiquette. Must be able to communicate with fellow employees and vendors.

CUSTOMER SERVICE REPRESENTATIVE -- After learning our system. Every Utility is a little different, not everyone can know everything.

This portion of the job is to assist as needed in new service applications, preparation of billing, input and verification of computer data, revenue adjustments and corrections, service charges, and payment management. There is extensive involvement in assisting customers. Work normally is accomplished in a 40‐hour week in an office environment, but some overtime may be necessary. Work requires the exercise of considerable initiative and independent judgement in responding to service requests and resolving customer inquiries.

Supervision is provided by Management or more experienced members of our Office Team, and advice is available on unusual work problems. Work should be reviewed or checked while in progress and upon completion for accuracy and adherence to standards and procedures. Employees have extensive public contact, both in person and by telephone, in responding to information requests about services, regulations, procedures and billing. Office attire is expected, not fancy, but modest, functional and appropriate.

All employees are expected to assist in:

· Preparing for billing and processes, routine and problem meter readings.

· Monitors readings and reports; processing payments.

· Processing new service and termination of service requests.

· Processing past-due accounts, payment arrangements, and collection accounts.

· Updates and maintains tax exempt customers.

·· Strong organizational and time management skills are required.

· Manages phone calls

· Supports front office as needed

EXAMPLES OF WORK PERFORMED

· Communicates orally and in writing with customers about bills, meters, water, adjustments, credits and meter readings.

· Processes incoming and outgoing customer correspondence by researching files for information related to specific inquiries or complaints.

· Prepares responses to complaints, inquiries, or other related requests.

· Uses computer equipment to access customer accounts.

· Enters data into customer accounts including information concerning adjustments, payments or service requests.

· Reviews customer billings to verify payments.

· Verifies account balances and adjusts customer accounts to reflect refunds and billing or meter reading errors.

· Makes entries to distribute charges to various account service categories.

· Makes decisions within the framework of Authority rules and policies.

· Receives and reviews pre-billing audit reports.

· Reviews exception reports and assigns field service work orders for questionable readings.

· Dispatches field personnel to check readings and records correct readings.

· Prepares and mails delinquency notices.

· Checks payments with cutoff list before authorizing service termination.

· Notifies Field Service Technicians about payments on cut off accounts.

· Sorts payments and stubs and verifies payment amounts and due dates.

· Balances pay stubs and checks and prepares a deposit memorandum.

· Checks and verifies receipts and deposit information prepared by Customer Service Representatives.

· Assist with walk-in customer payments at cashier windows.

· Balances cash drawer.

· May take payments at drive-through payment station.

· Counsels with customers having credit and payment problems.

· Makes recommendations in attempting to resolve protest accounts.

· Takes and records customer requests to begin or terminate water service, set meters, transfer service to a new address, and install new services.

· Assists customers in completing required forms.

· Establishes and maintains customer account records.

· Applies various fees and charges related to beginning or ending service.

· Explains billing procedures, including rates for service; determines costs for installing new services.

· Provides work orders to service sections and coordinates service requests with related field and office departments.

Maintains complete customer correspondence files (including letters, telephone contacts, etc.) to assure documentation of account service.

· Posts data to records.

· Maintains various cash reports and delinquent account records.

· Files and retrieves various documents and materials.

· Prepares duplicate billing and various weekly and monthly reports.

It is understood that, as a public utility, CCWD provides water distribution to its customers. Any duty necessary to perform these important functions may be required of any employee, even if not listed in this position description.

KNOWLEDGE, SKILLS AND ABILITIES

Knowledge of modern office procedures and practices, equipment, standard clerical techniques, and filing and records maintenance.

· Knowledge of the principles and practices of customer service.

You will learn while here. But, what you can prove you know, can raise your Income, Pay.

Knowledge of the principles, practices, and legal requirements of bill collections.

· Knowledge of service policies and procedures.

· Knowledge of payment processing and cash handling.

· Principles and practices of data processing, CRT terminal techniques, business English, and commercial arithmetic.

· Must be willing to learn a thorough knowledge of CCWD's service area.

· Considerable skill in the use and care of office equipment, calculators, 10‐key adding machines, and typewriters.

· General knowledge of Microsoft Office Programs.

· Considerable skill in communicating with customers and fellow employees by telephone, in writing, or via two‐way radio.

· Some skill in preparing routine and non‐routine reports and statements based on customer account information.

· Ability to efficiently and effectively respond to inquiries and complaints, obtain information and explain policies and regulations in a courteous, patient, and accurate manner.

· Ability to understand/follow instructions and rapidly learn new procedures/techniques.

· Ability to compose business correspondence.

· Ability to make rapid, accurate arithmetical computations.

· Ability to use sound judgement in making decisions in accordance with adopted regulations of CCWD.

· Ability to maintain complex records and prepare reports from various data sources.

· Ability to maintain comprehensive customer records and files, in both computerized and document formats.

· Ability to work safely alone or as part of a work group, to recognize safety hazards, and to follow established Authority safety practices and procedures.

· Ability to establish and maintain effective working relationships with Authority personnel, managers and customers, vendors, and the general public.

DESIRABLE EDUCATION AND EXPERIENCE

Some experience in general office or customer service work is preferred. A high school diploma or GED certificate and successful completion of business courses, including business English, math, typing, and related clerical subjects is required. Extensive familiarity with electronic data processing and cash management systems is highly desired. An equivalent of experience and training that provides the desired knowledge, skills and abilities will be considered.

NECESSARY SPECIAL REQUIREMENTS

Must be able to be bonded. Pass a drug test and a background search. Must demonstrate proficiency in word processing/typing, use of electronic calculator or 10-key adding machine, and other office equipment. Experience with billing processes recommended and knowledge or experience in utility commercial office functions.