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Client Account Specialist
2 months ago
CLIENT ACCOUNT SPECIALIST – CASHIER
Compensation: $20.00 temp to permanent full time
Working Hours: 8am to 4:30pm
Primary Responsibilities:
As a key member of our team, you will engage directly with clients, providing a warm welcome, processing payments at the front counter, and guiding clients to other Client Account Specialists as necessary.
Key Duties:
- Engage with clients, presenting a professional and polished image of the organization.
- Process client payments and issue receipts.
- Handle bill payments efficiently.
- Reconcile cash against receipts and prepare deposits.
- Ensure the lobby, cash desk, and safe are organized and ready for daily operations.
- Maintain accurate logs of client activities.
- Process night drop payments and manage incoming and outgoing transactions.
- Prepare daily cash reports accurately and within set timeframes.
- Open and sort incoming mail.
- Close lobby and cash desk following established protocols.
- Conduct CORE and agency balancing functions.
- Operate office equipment such as collating, folding, stuffing, and postage machines.
- Collaborate with team members and management to enhance processes continuously.
- Work with colleagues to meet measurable customer service objectives.
- Participate in team discussions regarding workload distribution, training needs, and policy updates to ensure high levels of client satisfaction.
- Perform additional duties as assigned within the Client Account Specialist role.
Additional Responsibilities:
- Engage in workplace health and safety meetings, collaborating with management and peers to identify and address safety concerns.
- Run errands related to customer service tasks as needed.
- Carry out other related duties as assigned.
Qualifications:
Education and Experience:
- High School diploma or equivalent from a recognized institution.
- Basic proficiency in office equipment, including computers, typewriters, copiers, and calculators.
- Must meet bonding requirements.
- One to three years of experience in a customer service environment or a role demonstrating effective client interaction.
- At least one year of experience in high-volume cash handling.
- A valid State of Connecticut driving license is required.
- General utility experience demonstrating effective teamwork and client interaction may be considered in lieu of office experience.
- Bi-lingual skills are strongly preferred.
Knowledge, Skills, and Abilities:
- Strong attention to detail.
- Ability to adapt to changes in procedures and policies.
- Organizational skills to manage multiple tasks of varying complexity.
- Ability to explain utility billing and service information clearly to clients.
- Basic computer skills, including navigating screens, entering data, and researching client accounts online.
- Proficient in business correspondence, expressing thoughts clearly and effectively with appropriate grammar and tone.
- Ability to manage supplies effectively, planning ahead for needs and considering costs.
- Ability to instill confidence in clients through prompt, respectful, and informative responses.
- Capability to handle challenging interactions with clients calmly and effectively.
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. While performing the duties of this position, the employee is required to:
- Use a keyboard for 60%-100% of the workday.
- Have the visual acuity to read information on a monitor or printout.
- Speak clearly and be understood on the telephone and in person.
- Bend, stretch, and carry up to 20lbs for short distances.
- Manage stressful interactions and work under pressure from clients at least 50% of the workday.