Account Representative - Overland Park
7 hours ago
Job description
About Shamrock Trading Corporation
RTS is part of Shamrock Trading Corporation, a family of brands that has been serving the transportation and logistics industries since 1986. Shamrock offers factoring solutions, export financing, third-party logistics, a fuel card program and trucking technology.
Shamrock's mission since the start has been to create value and success for our customers, our partners and our people. Strong ethics, dedication to our customers and close attention to the marketplace are critical to the success and growth of the Shamrock brands. Shamrock is headquartered in Overland Park, Kansas, with multiple offices throughout the U.S. Overland Park is a great place to live, work and play, being conveniently located within driving distance of everything Kansas City has to offer. Housed within the heart of Overland Park, our offices include 4 gorgeous towers on the East and West sides of Metcalf Ave. With a heavy community presence and a winning culture, Shamrock is a great place to work in Overland Park
Why You'll Love Working Here
Our award-winning culture is a testament to our commitment to growth, recognition and empowerment. From day one, we prioritize employees first, encouraging them to think and act like owners and providing endless opportunities for growth and self-development, both personally and professionally. Shamrock has been recognized as one of America's 2025 "Most Loved Workplaces" by Newsweek.
At Shamrock, we hire bright, ambitious people and give them the tools they need for a successful, long-term career here. Shamrock also offers a premier set of benefits for employees and their families:
- Training and Development: Ongoing training and professional development opportunities, and a LEAD Program for aspiring leaders
- Medical: Fully paid healthcare, dental and vision premiums for employees and eligible dependents, and gym benefits
- Financial: One-time sign-on bonus, generous company 401(k) contributions and employee stock ownership after one year
- Work-Life Balance: Competitive PTO and work-from-home opportunities after an introductory period
About the Role
RTS Financial and Shamrock are looking for a Financial Account Representative. This position is responsible for managing an assigned portfolio of clients, including receiving and processing invoices and related documentation per procedural and contractual requirements. The Financial Account Representative will focus on maintaining assigned customers' accounts receivable portfolios. Ideal candidates will possess an outgoing, dynamic personality and the ability to work in a team environment.
What You'll Do
- Provide exceptional customer service for financial clients
- Regularly update account information to maintain customer records
- Prepare product or service reports by collecting and analyzing customer information
- Maintain financial accounts by processing customer adjustments
- Provide daily funding and handle collections for assigned customers
- Perform risk assessments and ensure that procedures are in place and followed to minimize risk
- Manage product or service issues, including clarifying the issue, determining the cause, creating a solution, expediting the correction or adjustment and following up to ensure resolution
- Recommend potential products or services to management by collecting customer information and analyzing customer needs
- Answer product and service questions; suggest information about other products and services
- Other duties as assigned
What You'll Bring
- Bachelor's degree in business administration, finance or related field preferred; or equivalent relevant experience
- Effective verbal, written and interpersonal communication skills
- Problem-solving and conflict-resolution skills
- Detail orientated with analytical and technical skills
- Proficient in Microsoft Office and data entry
- Demonstrated ability to meet deadlines
- Experience in the financial industry a plus
- Bilingual skills are not necessary, but a plus
Apply Today
We're so excited to connect with you If you want to work with forward-thinking people in an award-winning culture, submit your application today.
#LI-DT1 #LI-Onsite #rtsfinancial
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