Customer Financial Services Representative - Senior (Nhân viên Dịch vụ Tài chính Khách hàng-Bậc cao)

Mô tả Công việc
What you will do
• Respond promptly and professionally to customer inquiries regarding their accounts, billing, and payments via phone, email, and other communication channels.
• Update and maintain accurate customer account information, ensuring all data is kept confidential and secure.
• Generate, distribute, and follow up on customer invoices, ensuring accuracy and timeliness.
• Investigate and resolve customer issues related to billing, payments, and account discrepancies in a timely and efficient manner.
• Assist in the collection of overdue accounts by contacting customers, arranging payment plans, and ensuring follow-up actions are taken.
• Assist with the assessment of customer creditworthiness and the monitoring of credit limits, ensuring adherence to company policies.
• Prepare and maintain detailed records of customer interactions, transactions, and resolutions for reporting and compliance purposes.
• Educate customers on financial processes, payment options, and account management to enhance their understanding and satisfaction.
• Work closely with the finance, sales, and customer service teams to ensure seamless financial operations and resolve any account-related issues.
• Ensure all financial activities and customer interactions comply with organizational policies, procedures, and relevant regulations.
• Performs other duties as assigned.