Finance Customer Care Rep II
- Answers customer or vendor inquiries and accesses information from multiple sources using numerous computer programs. Fields and receives customer inquiries for basic to complex administrative issues and questions;
- Provides a high level of quality and comprehensive customer care services by collecting information from the customer or vendor, performing moderately complex transactions, retrieving answers in a knowledge base, websites, or financial systems, documenting/tracking service in a case management system, writing notes and emails to complete service, and filing documents electronically;
- Works as a team member performing various tasks across Accounts Payable, and Travel and Expense. Creates cases for handling and escalates cases to other provider groups, as needed;
- Creates relationships, partners and collaborates with peers, supervisors and higher-level service center personnel to answer more complex client questions.
- High School Diploma and 1 year work experience or equivalent experience;
- A college degree with no work experience considered;
- Hands-on experience with MS Office 2010 Applications, Microsoft Edge and Outlook;
- Excellent 'Written' and 'Verbal' communication skills a necessity;
- Customer service experience (can be call center, service oriented, retail customer service, medical office, financial services, bank tellers, IT Service Desk, IT Help Desk etc.);
- Must display empathy and positive interpersonal skills;
- Must demonstrate professionalism;
- Positive attitude with a ‘can do' and ‘will do' mentality;
- Must convey friendliness and responsibility to clients, employees and colleagues;
- Creative problem solver within a regulated environment;
- Results driven for the best customer care;
- Total commitment to clients;
- Ability to have fun in a team environment.
- 2 years of relevant experience;
- Customer Service experience, Microsoft Office suite, ServiceNow System;
- Bilingual - Fluency in English and Spanish (written and verbal);
- Professional skills and ability to work independently;
- Anticipate problems and respond accordingly;
- Articulate complex subject matter effectively based upon caller needs;
- Experience managing customers or clients;
- Familiarity with Accounts Payable and Travel and Expense;
- Case management systems and knowledge base systems required (Service Now);
- Enterprise-level financial systems;
- Expense Management System or Concur experience;
- Work history with financial systems including Oracle Financials or Deltek Cost Point;
- Experience in a finance shared service or call center environment preferred.
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