Agent, Credit Management

6 days ago

Montreal, Quebec, Canada Canada Post - Postes Canada Full time
Job Requisition Id: 164044

Business Function:
Finance

Primary City:
Montréal

Other Location(s):Quebec, Remote

Province:
Quebec

Employment Type:
Full-Time

Employment Status:
Permanent

Language Requirement:
Bilingual Imperative (BBCC)

Employee Class and Level:
UPCEA05

Number of Vacancies: 1

Job Closing Date (dd/mm/yyyy):02/06/2023

The Analyst, Customer Accounts Management, assumes responsibility for all activities relating to the collection of customer commercial accounts.

Responsibilities:

Below are the main job requirements and responsibilities for the Analyst, Customer Accounts Management.

  • Administers and maintains commercial customer accounts to ensure that there are no overdue balances, reviews customer accounts for data accuracy and integrity, investigates to determine the cause of discrepancies, calculates and prepares adjustments or refunds accordingly and posts accurate adjustments to customer accounts.
  • Actions customer relationship management service tickets, updates customer notes and resolves the customer issues within established standard.
  • Establishes an effective working relationship with commercial customers, consistently delivers effective customer service, manages conflicts and influences customers when dealing with discrepancies.
  • Communicates with commercial customers regarding account balances and recent account activity.
  • Recommends various payment options to commercial customers, occasionally negotiates repayment schedules, flags potential risks and advises the credit department where necessary.

Job Responsibilities (continued):

  • Collects on high risk or past due accounts by monitoring and identifying risk indicators, requests payment from customers and forwards collection risks or bad debt situations to the Manager/Officer.
  • Enforces credit and collection policies and procedures with customers in order to maintain an acceptable balance between two corporate objectives: reducing financial risk to the Corporation and increasing the Customer Satisfaction.
  • Provides administrative support services to the work unit by training new coworkers on existing and new policies and procedures, organizes ones work efficiently.
  • Maintains a current knowledge of CPC product lines and invoicing terms and standards.
  • Educates and informs coworkers and external customers on billing and payment terms; account management processes including invoicing, statement of account and source documents. As well as, product/service specifications, rating and delivery standards and corporate policies and procedures.

Qualifications:

Education

  • Completion of secondary school according to provincial standards or equivalent (GED) is required, AND
  • Completion of postsecondary (College/University) course (s) in a related field is required.
Experience

  • 3 years of related work experience is required.
  • Knowledge of accounting concepts including income statements and balance sheets, accounting systems and procedures.
  • Working knowledge of credit and billing policies and practices.
  • Conversant with customer service communication fundamentals.
  • Knowledge of the FI/SD module of SAP and CRM, an asset.

Other Information:

  • This position requires bilingualism at the BBCC level, intermediate and advanced orally.
  • The work location for this role is flexible and can be based on the employee's location, open everywhre in the province of Quebec.
  • This position offers a predominant mode of working from home/remote.

Essential requirements:

Knowledge:

  • Knowledge of credit and collection processes in a computerized commercial environment.
  • Knowledge of general business processes and controls in a large automated financial environment.
  • Basic knowledge of generally accepted accounting principles and practices for evaluating, managing, and resolving customer account issues.

Skills, Abilities and Personal Suitability:

  • Able to identify, resolve problems and manage solutions that provide consistent and professional customer service and good employee relations.
  • Able to communicate effectively and professional (orally and in writing) to customers within CPC and external to CPC.
  • Able to prepare and assess financial information and provide variance analysis.
  • Able to confirm the integrity of transactions input in the systems within the Credit Management Group.
  • Able to effectively negotiate payment of overdue accounts.
  • Able to develop and maintain good customers/clients relationships. Understand customer's internal accounting needs and provide a range of solutions that ultimately streamline the end to end billing process.
  • Reliability, thoroughness, tact, resilience, strong communication and organization skills, enthusiasm, initiative, selfmotivation and flexibility
  • Bilingual (French/English) is a requirement

Safety Sensitive Positions
This position may be considered a Safety Sensitive position.

Employment Equity

Conflict of Interest
The Conflict of Interest Poli

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