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- Must be 18 years or older
- High school or vocational school diploma or GED equivalent required
- 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
- Problem Solving
- Professionalism
- Relationships
- Self Awareness
- Conflict Management
- Communication
- Critical Thinking
- Collaboration
- Positive Attitude
- Working As a Team
- Flexibility / Multi-Tasking
- Willingness to Learn
- 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
- Normal office environment
- Maintains a clean work environment by keeping desk and work area neat and clean
- 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)
Customer Account Specialist - Savannah, United States - UNITED DISTRIBUTORS GROUP
Description
Job DetailsJob Location
GA-Savannah - Savannah, GA
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