There is currently no job description for Accounts Manager, Customer Success, be the first to
submit
the job responsibilities for Accounts Manager, Customer Success.
There is currently no job description for Customer Success Manager- National Accounts, be the first to
submit
the job responsibilities for Customer Success Manager- National Accounts.
Accounts Receivable Manager manages accounts receivable functions to ensure compliance with internal controls and accounting policies. Oversees collection activities such as sending follow-up inquiries, negotiating with past-due accounts, and keeping track of cash receipts. Being an Accounts Receivable Manager monitors account aging reports, identifies delinquent accounts, and refers accounts to collection agencies. Develops and implements controls and policies to ensure accurate and compliant receivable records. Additionally, Accounts Receivable Manager verifies customer credit limits and applicable payment terms. Audits methods and procedures of accounts receivable function to improve efficiency. Requires a bachelor's degree. Typically reports to a director. The Accounts Receivable Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be an Accounts Receivable Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes.
The New Customer Accounts Onboarding Representative I collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Opens a variety of new accounts for customers including checking, IRA, CD and others. Being a New Customer Accounts Onboarding Representative I may complete process to transfer accounts for customers. Provides information and answers questions regarding interest rates, fees, and bank policies. In addition, New Customer Accounts Onboarding Representative I makes appropriate referrals to cross-sell a variety of bank services. May require an associate's degree. Typically reports to a supervisor or manager. Being a New Customer Accounts Onboarding Representative I possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. May require 0-1 year of general work experience.
The New Customer Accounts Onboarding Representative II collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Opens a variety of new accounts for customers including checking, IRA, CD and others. Being a New Customer Accounts Onboarding Representative II may complete process to transfer accounts for customers. Provides information and answers questions regarding interest rates, fees, and bank policies. In addition, New Customer Accounts Onboarding Representative II makes appropriate referrals to cross-sell a variety of bank services. May require an associate's degree. Typically reports to a supervisor or manager. Being a New Customer Accounts Onboarding Representative II gains or has attained full proficiency in a specific area of discipline. Works under moderate supervision. Working as a New Customer Accounts Onboarding Representative II typically requires 1-3 years of related experience or may have 0 years of experience with additional training, or certification.