Accounting Clerk Job Poway area,California USA,Customer Service/HelpDesk

$21.13 - $26.40 / hour

Reporting to the Finance Manager, the Accounting Clerk will assist the Accounting department to perform a variety of administrative tasks in support of the Poway office.

A successful contributor in this role will exhibit a willingness to partner with all departments on best practices to ensure customer happiness.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Process and finalize daily credit card batches including charges/refunds.

Receive and secure daily lock box deposits, checks, and other forms.

Perform cash posting to customer accounts and the general ledger.

Perform intercompany cash postings.

Manage customer credit card profiles in Great Plains.

Identify over/short payments and make necessary corrections.

Provide customer assistance regarding payment inquiries.

Assist customers with credit card payments via calls received from the credit card phone line.

Inquire and follow up with bank regarding unidentified payments.

Secure and file cash application source documentation.

Maintain customer agreement electronic files and filings.

Order and manage office supplies.

Organize department and/or company meeting lunches.

Perform mailing tasks including postage, mailings, certified mail, and internal mails.

Provide daily backup for front desk.

Participate in process improvement projects as required.

Communicate with co‑workers, management, clients, suppliers, and others in a courteous and professional manner.

Conform with and abide by all regulations, policies, work procedures, and instructions.

Conform to all safety rules and use all appropriate safety equipment.

Conduct errands for business needs, such as picking up food for employee or customer meetings/events from retail providers and daily trips to mail carriers.

Prepare conference meeting rooms for lunches and events, which may include food ordering, preparation of the room, and clean‑up afterward.

Publish the annual green initiatives report.

CUSTOMER RELATIONS

Must follow all confidentiality rules regarding customer information.
Communicate with co‑workers, management, clients, and others in a courteous and professional manner.
Maintain excellent customer service with customers to establish solid relationships.
Promote Corodata’s Mission and Vision Statements.

TRAINING

Continuously promote compliance with company policies and procedures.

SAFETY

Perform work with quality, efficiency, and safety at all times.

OTHER DUTIES

Adhere to meal and rest periods per Company policy.
All other duties as assigned based on business needs.
Conform with and abide by all regulations, policies, work procedures, and instructions.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

COMPETENCIES

CUSTOMER SERVICE – Manages difficult or emotional customer situations; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments.

TEAMWORK – Balances team and individual responsibilities; exhibits objectivity and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; can build morale and group commitment to goals and objectives; supports everyone's efforts to succeed.

ORGANIZATION SKILLS – Organization skills with ability to juggle multiple assignments and tasks, including attention to detail, and the ability to prioritize in a changing environment.

INTERPERSONAL SKILLS – Strong interpersonal (verbal and written) communication skills, positive attitude, flexibility, and an eagerness to learn new things.

LANGUAGE SKILLS – Ability to read and interpret documents written in English such as manuals, procedures, and work instructions; ability to effectively communicate well with customers and coworkers.

MATHEMATICAL SKILLS – Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

REASONING ABILITY – Ability to apply common sense understanding to carry out instructions furnished in…


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