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RTS Financial, a Shamrock brand, is a factoring company that provides working capital solutions to businesses across multiple industries, primarily trucking and oilfield services. By providing accounts receivable financing, we help our customers build the cash flow necessary to grow their companies.\u00A0\u00A0 \u00A0\u00A0\u00A0\u00A0\u00A0
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Shamrock Trading Corporation is the parent company for a family of brands in transportation services, finance and technology. Headquartered in Overland Park, KS, Shamrock is frequently recognized among the \u201CBest Places to Work\u201D in Kansas City and Chicago and was most recently recognized as one of America\u2019s top 100 \u201CMost Loved Workplaces\u201D by Newsweek. We also have offices in Atlanta, Chicago, Dallas, Ft. Lauderdale, Houston, Laredo, Nashville and Phoenix.\u00A0 \u00A0\u00A0\u00A0
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Responsibilities\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0
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RTS Financial and Shamrock Trading Corporation are looking for a Financial Account Representative. This position is responsible for managing an assigned portfolio of clients, including receiving and processing invoices and related documentation per procedural and contractual requirements. The Financial Account Representative will focus on maintaining assigned customers\u2019 accounts receivable portfolios. Ideal candidates will possess an outgoing, dynamic personality and the ability to work in a team environment.\u00A0\u00A0\u00A0\u00A0
- Provide exceptional customer service for financial clients
- Regularly update account information to maintain customer records
- Prepare product or service reports by collecting and analyzing customer information
- Maintain financial accounts by processing customer adjustments
- Provide daily funding and handle collections for assigned customers
- Perform risk assessments and ensure that procedures are in place and followed to minimize risk
- Manage product or service issues, including clarifying the issue, determining the cause, creating a solution, expediting the correction or adjustment and following up to ensure resolution
- Recommend potential products or services to management by collecting customer information and analyzing customer needs
- Answer product and service questions; suggest information about other products and services
- Other duties as assigned
Qualifications\u00A0\u00A0\u00A0\u00A0
- Bachelor\u2019s degree in business administration, finance or related field preferred; or equivalent relevant experience
- Effective verbal, written and interpersonal communication skills
- Problem-solving and conflict-resolution skills
- Detail orientated with analytical and technical skills
- Proficient in Microsoft Office and data entry
- Demonstrated ability to meet deadlines
- Experience in the financial industry a plus
- Bilingual skills a plus
Benefits Package\u00A0\u00A0\u00A0\u00A0
At Shamrock\u00A0we\u00A0hire\u00A0bright,\u00A0ambitious people and give them the tools they need to be successful.\u00A0By\u00A0investing\u00A0in training and development, we hope to become a long-term career for employees, where there are always opportunities for advancement.\u00A0Shamrock\u00A0also\u00A0offers a premier set of benefits for employees and their families:\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0
- Medical:\u00A0Fully paid healthcare, dental and vision premiums for employees and eligible dependents
- Work-Life Balance:\u00A0Competitive PTO, paid leave policies and\u00A0eligibility for work from home opportunities after a 90 day introductory period
- Financial:\u00A0Generous company 401(k) contributions and employee stock ownership after one year
- Wellness:\u00A0Onsite gym, jogging trail and discounted membership to nearby fitness center
#LI-MK1 #LI-Onsite #rtsfinancial\u00A0\u00A0\u00A0\u00A0
", "hiringOrganization": "Shamrock Trading Corporation", "employmentType": "Full-Time", "industry": "Finance\/Customer Service", "identifier": "oHPrtfwa", "jobLocation": [ { "@type": "Place", "address": { "@type": "PostalAddress", "addressLocality": "Overland Park", "addressRegion": "Kansas", "addressCountry": "United States" } } ], "title": "Financial Account Representative", "baseSalary": { "@type": "MonetaryAmount", "currency": "", "value": { "@type": "QuantitativeValue", "minValue": "", "maxValue": "", "unitText": "" } } }Financial Account Representative
Finance/Customer Service Overland Park, Kansas
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Description
Company Overview
RTS Financial, a Shamrock brand, is a factoring company that provides working capital solutions to businesses across multiple industries, primarily trucking and oilfield services. By providing accounts receivable financing, we help our customers build the cash flow necessary to grow their companies.
Shamrock Trading Corporation is the parent company for a family of brands in transportation services, finance and technology. Headquartered in Overland Park, KS, Shamrock is frequently recognized among the “Best Places to Work” in Kansas City and Chicago and was most recently recognized as one of America’s top 100 “Most Loved Workplaces” by Newsweek. We also have offices in Atlanta, Chicago, Dallas, Ft. Lauderdale, Houston, Laredo, Nashville and Phoenix.
Responsibilities
RTS Financial and Shamrock Trading Corporation are looking for a Financial Account Representative. This position is responsible for managing an assigned portfolio of clients, including receiving and processing invoices and related documentation per procedural and contractual requirements. The Financial Account Representative will focus on maintaining assigned customers’ accounts receivable portfolios. Ideal candidates will possess an outgoing, dynamic personality and the ability to work in a team environment.
- Provide exceptional customer service for financial clients
- Regularly update account information to maintain customer records
- Prepare product or service reports by collecting and analyzing customer information
- Maintain financial accounts by processing customer adjustments
- Provide daily funding and handle collections for assigned customers
- Perform risk assessments and ensure that procedures are in place and followed to minimize risk
- Manage product or service issues, including clarifying the issue, determining the cause, creating a solution, expediting the correction or adjustment and following up to ensure resolution
- Recommend potential products or services to management by collecting customer information and analyzing customer needs
- Answer product and service questions; suggest information about other products and services
- Other duties as assigned
Qualifications
- Bachelor’s degree in business administration, finance or related field preferred; or equivalent relevant experience
- Effective verbal, written and interpersonal communication skills
- Problem-solving and conflict-resolution skills
- Detail orientated with analytical and technical skills
- Proficient in Microsoft Office and data entry
- Demonstrated ability to meet deadlines
- Experience in the financial industry a plus
- Bilingual skills a plus
Benefits Package
At Shamrockwehirebright,ambitious people and give them the tools they need to be successful.Byinvestingin training and development, we hope to become a long-term career for employees, where there are always opportunities for advancement.Shamrockalsooffers a premier set of benefits for employees and their families:
- Medical:Fully paid healthcare, dental and vision premiums for employees and eligible dependents
- Work-Life Balance:Competitive PTO, paid leave policies andeligibility for work from home opportunities after a 90 day introductory period
- Financial:Generous company 401(k) contributions and employee stock ownership after one year
- Wellness:Onsite gym, jogging trail and discounted membership to nearby fitness center
#LI-MK1 #LI-Onsite #rtsfinancial
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