Agent, Credit Management

4 weeks ago

Winnipeg, Canada Canada Post - Postes Canada Full time

Job Requisition Id: 164348
Business Function: Finance
Primary City: Winnipeg
Other Location(s):Remote
Province: Manitoba
Employment Type: Full-Time
Employment Status: Permanent
Language Requirement: Bilingual Imperative (BBCC)
Employee Class and Level: UPCEA05
Number of Vacancies: 1
Recruiter’s name: Andrea Cecchini
Telephone: 431-554-6721
Position Reports To: ERIK THIBEAULT
Area of Competition: Employees of the Canada Post Corporation in the Winnipeg area who are members of the Public Service Alliance of Canada.
Posting Date: 01/22/2023
Closing Date: 02/06/2023

The Agent is responsible for all activities and issues relating to remittance processing of the small and medium commercial customer accounts. This includes managing accounts, collecting overdue balances, gathering and processing remittance documents, analyzing information collected, discussing account issues with customers and other CPC contacts, and makes any necessary adjustments. Ensures protection of corporate assets and minimizes the risk and exposure to the Corporation while maintaining customer satisfaction.

**Responsibilities**:
Below are the main job requirements and responsibilities for the Agent, Credit Management:
1. Administers and maintains small and medium commercial customer accounts to ensure that there are no overdue balances. Educates customers on contract credit and payment terms and processes. Investigates and determines the root cause of any discrepancies.

2. Establishes and maintains a co-operative and effective one on one relationship with large volume commercial customers. Acts as the main point of contact for billing, invoicing, and account settlement issues. Manages the liaison with other departments to assist in resolving issues with the mail affecting customer accounts.

3. Gathers and processes readily available information following pre-established guidelines. Prepares and distributes various activity status reports and adjustments resulting from analysis of specific accounts. Updates customer notes for all adjustments.

4. Establishes an effective working relationship with the commercial customers, exercises effective customer service, conflict management and influence customers when dealing with discrepancies.

5. Liaises on regular basis with commercial customers in the exchange of information regarding account balance and recent activity. Discusses and recommends various payment options, occasionally negotiates repayment schedule, flags potential risks and advises credit department.

6. Responsibility to performs collection of high risk or past due accounts. Monitors and identifies risk indicators, requests payment from customer and forwards possible collection risk or bad debt situations.

**Job Responsibilities (continued)**:
7. Exercises judgment in enforcing the credit and collection policies and procedures with customers in order to maintain an acceptable balance between two corporate objectives: increasing cash flow to the Corporation and increasing the Customer Satisfaction Index.

8. Working knowledge of various corporate menu driven systems as well as various corporate software packages. Ability to create letters, memos, reports, spreadsheets, charts and presentation material as needed. All inbound Customer communication must be documented in CRM (Customer Relationship Management).
- Billing and Deposit Credit Terms
- Products/services specifications, rating and delivery standards
- Billing processes, including Invoicing and statement of account and source document
- Corporate policies and account management procedures

**Qualifications**:
**Education**
- Completion of secondary school according to provincial standards or equivalent (GED) is required, AND
- Completion of post-secondary (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.- Knowledge of CPC credit and billing policies as well as working knowledge of complex Accounts Receivables systems and Procedures to provide efficient and accurate service, an asset.

**Other Information**:
**Safety Sensitive Positions**
This position may be considered a Safety Sensitive position.

**Employment Equity**

Disability is defined as a persistent or episodic physical, sensory, or mental health condition and/or functional limitation. Disability includes both visible and hidden conditions and/or limitations that may impact vision, hearing, mobility, flexibility, dexterity, pain, learning, developmental, mental/psychological, and memory.

**Conflict of Interest**
The Conflict of Interest Policy prohibits employees from hiring, supervising or reporting to, directly or indirectly via t

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