Account Services Representative provides superior customer service to account holders by responding to questions about their account and processing transactions and fills in as teller as needed. May process account openings, closings, and distributions following standard procedures and regulations. Being an Account Services Representative resolves customer issues and escalates complex cases to the appropriate bank staff. Knowledgeable about bank products and services. Additionally, Account Services Representative identifies cross-selling opportunities as appropriate, and may refer customers to other bank resources. Requires a high school diploma or equivalent. Typically reports to a manager. The Account Services Representative works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be an Account Services Representative typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
MINIMUM QUALIFICATIONS
High school diploma or GED; supplemented by vocational/technical training in secretarial sciences, computer programming or accounting; supplemented by one (1) year previous experience and/or training involving customer service and clerical work; or any equivalent combination of education, training, and experience which provides the requisite knowledge, skills, and abilities for this job.
Class Code 0306
CITY OF HENDERSON, KENTUCKY
CLASSIFICATION SPECIFICATION
CLASSIFICATION TITLE: ACCOUNT REPRESENTATIVE
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PURPOSE OF CLASSIFICATION
The purpose of this classification is to establish and maintain customer records for the city’s water and sewer, electric and gas utilities, and sanitation service, to process related payments, and to respond to inquiries and complaints from customers, as well as to perform various clerical duties involving receptionist, customer service, account billing and collections, purchasing, and/or data-entry work.
ESSENTIAL FUNCTIONS
The following duties are normal for this position. These are not to be construed as exclusive or all-inclusive. Other duties may be required and assigned.
ADDITIONAL FUNCTIONS
Performs related duties as required, necessary, or assigned.
MINIMUM QUALIFICATIONS
High school diploma or GED; supplemented by vocational/technical training in secretarial sciences, computer programming or accounting; supplemented by one (1) year previous experience and/or training involving customer service and clerical work; or any equivalent combination of education, training, and experience which provides the requisite knowledge, skills, and abilities for this job.
PERFORMANCE APTITUDES
Data Utilization: Requires the ability to calculate and/or tabulate data. Includes performing subsequent actions in relation to these computational operations.
Human Interaction: Requires the ability to apply principles of persuasion and/or influence over others in a supervisory capacity.
Equipment, Machinery, Tools, and Materials Utilization: Requires the ability to operate, maneuver and/or control the actions of equipment, machinery, tools, and/or materials used in performing essential functions.
Verbal Aptitude: Requires the ability to utilize a wide variety of reference, descriptive, and/or advisory data and information.
Mathematical Aptitude: Requires the ability to perform addition, subtraction, multiplication, and division; the ability to calculate decimals and percentages; the ability to utilize principles of fractions; and the ability to interpret graphs.
Functional Reasoning: Requires the ability to apply principles of rational systems; to interpret instructions furnished in written, oral, diagrammatic, or schedule form; and to exercise independent judgment to adopt or modify methods and standards to meet variations in assigned objectives.
Situational Reasoning: Requires the ability to exercise judgment, decisiveness and creativity in situations involving evaluation of information against measurable or verifiable criteria.
ADA COMPLIANCE
Physical Ability: Tasks require the ability to exert light physical effort in sedentary to light work, but which may involve some lifting, carrying, pushing and/or pulling of objects and materials of light weight (5-10 pounds). Tasks may involve extended periods of time at a keyboard or workstation.
Sensory Requirements: Some tasks require the ability to perceive and discriminate visual cues or signals. Some tasks require the ability to communicate orally.
Environmental Factors: Essential functions are regularly performed without exposure to adverse environmental conditions.
This job description does not constitute a contract of employment. Any oral or written statements or promises to the contrary are hereby expressly disavowed and should not be relied upon by any prospective or existing employees. This job description is subject to change by the employer (the City of Henderson) at the discretion of the employer, or as the needs of the employer and/or requirements of the job change. The City of Henderson explicitly reserves the right to modify any of the provisions of this job description at any time and without notice. The duties listed above are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties or essential functions does not exclude them from the position if the work is similar, related, or a logical assignment to the position.
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