Client Relations Specialist I
2 weeks ago
DEPARTMENT: ADMINISTRATION - FINANCE
STATUS: NON-EXEMPT/UNION
REPORTS TO: FINANCE DIRECTOR, CUSTOMER SERVICE MANAGER, OR ANOTHER APPOINTED SUPERVISOR
I. POSITION SUMMARY
This role demands a quick learner who can manage multiple tasks in a dynamic and detail-focused environment. The candidate must be adept at following guidelines and procedures, managing a cash drawer with precision, and interacting effectively with the public and internal staff. Responsibilities include drafting correspondence, maintaining spreadsheets, and utilizing office equipment and software efficiently. A commitment to working overtime when necessary, including participation in informal monthly meetings, is essential.
The position involves engaging with a diverse range of stakeholders, including residents, businesses, legal professionals, financial institutions, property managers, and government entities.
This is a unionized hourly position, with a one (1) year probationary period, commencing at a competitive hourly rate.
II. ESSENTIAL DUTIES AND RESPONSIBILITIES: The following functions are core to this position and are not intended to be an exhaustive list of all responsibilities.
- Welcomes incoming clients and addresses inquiries via phone, email, etc., ensuring customer emails are responded to within 48 hours.
- Processes all incoming payments efficiently.
- Reconciles cash drawer daily and prepares corresponding bank deposits.
- Drafts correspondence and emails pertinent to departmental operations.
- Collaborates with team members or management to expedite the collection process.
- Enlists customers for utility services.
- Maintains a record of utility customers seeking payment arrangements or financial assistance.
- Retrieves mail as needed.
- Begins training, including cross-training, in other departmental functions.
- Exhibits sound judgment and diplomacy when handling customer requests and interacting with colleagues and management.
- Maintains confidentiality regarding all financial and system-related information.
- Adheres to organizational and departmental policies and guidelines.
- Performs additional duties as assigned to support daily operations.
- Proficiency in Microsoft Office applications, particularly Excel and Word.
- Dependable and detail-oriented.
- Excellent written and verbal communication skills.
- Strong customer service capabilities.
- Proficient in English grammar and business mathematics, with a preference for candidates with an accounting background.
- Records management skills are essential.
- Ability to lift up to 50 lbs.
- Spanish language skills may be advantageous.
- High school graduation with a focus on business courses is required.
- Preferred: College coursework in business administration and/or accounting.
- Preferred: Bachelor's degree in a related field.
- 1-3 years of experience in relevant environments such as municipalities, offices, cashiering, banking, retail, or customer service.
- Preference may be given to candidates experienced with the organization's software applications.
- Work involves sitting, standing, and operating in an administrative office environment for extended periods.
- Requires the ability to answer phones, communicate verbally, and draft written correspondence (both physical and digital) to perform daily tasks.
- Must successfully pass a criminal and credit background check.
- Must possess and maintain a valid motor vehicle operator's license.
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