Customer Service Representative

• Verifies data has been entered in order to process client payroll and billing timely and accurately.
• Timely and professional response to customer enquiries.
• New customer setup and data entry.
• Accurate maintenance of all customer databases. This includes client payroll data and billing data.
• Updates customer folders with changes to reflect current week’s payroll and billing instructions.
• Processes credits/rebills.
• Assist clients in developing effective processes for reporting their payroll and billing information accurately and timely as needed.
• Provides repeat training or answers lower-level technical questions regarding software usage of payroll and billing platform.
• Timely transmission of accounting and payments reports such as wires, ACH, and AR credits/debits.
• Promptly notify management of problem areas.

• Previous experience in payroll processing preferred but not required.
• Excellent organizational and time management skills.
• Excellent oral, written communication skills, and interpersonal skills.
• Ability to use multiple types of software including MS Office and proficiency in basic office equipment.
• Understanding basic accounting principles including payroll, payroll taxes, AP, AR, and cash posting.
• Ability to understand relationships of data in multiple databases and good with numbers, particularly reconciling differences.
• Must be detail oriented, customer focused, proactive, and able to work under pressure.

Banking Industry