Account Services Representative, Sr. jobs in Schenectady, NY

Account Services Representative, Sr. 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, Sr. resolves customer issues and escalates complex cases to the appropriate bank staff. Knowledgeable about bank products and services. Additionally, Account Services Representative, Sr. 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, Sr. works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. To be an Account Services Representative, Sr. typically requires 3-5 years of related experience. (Copyright 2024 Salary.com)

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Sr. Account Clerk
  • Numa Management Associates, LLC
  • Johnstown, NY FULL_TIME
  • Company DescriptionNuma Management Associates, LLC is a management consulting firm. We are a reliable source for staff support and management services.Job DescriptionHFM BOCES/FULTON COUNTY CIVIL SERVICE JOB TITLE: Senior Account Clerk JOB DESCRIPTION: The work involves the responsibility for independently performing and/or supervising the maintenance and review of financial accounts and records. The incumbent generally follows a prescribed routine in the performance of accounting duties, however, the work may require decision making as to the methods used and the classification of records and accounts. This position differs from Account Clerk in that the duties are more complex and the level of responsibility is higher. TYPICAL WORK ACTIVITIES (Illustrative but not exhaustive): ~ Reviews a variety of more complex financial documents, classifies them and distributes items into a variety of accounts according to prescribed procedures and policies; ~ Posts figures to appropriate accounts, makes all necessary adjustments in balances and verifies and reconciles balances; ~ Renews status of accounts as adjustments are made and takes appropriate action as authorizing payment, issuing checks or preparing bills; ~ Tracks, audits and monitors a variety of accounts and verifies that adjustments are made to correct allocations; ~ Prepares more complex financial or statistical summary reports; ~ Checks for accuracy of computations and completeness or supervises the preparation of daily, weekly and monthly reports which are compiled into summary reports or claims for ~ Federal or State reimbursements; ~ Types accounting and financial statements, payrolls, statistical tabulations and data, form letters, memoranda, vouchers, reports, requisitions and other material from rough draft or from data which is personally developed using a keyboard, word processor or personal computer; ~ Prepares funds for deposit into book accounts, reconciles accounts and prepares reports from the information; ~ Contacts clients, vendors or other agencies to obtain additional information; ~ Provides information orally or in writing in response to inquiries on status of accounts; ~ Processes, sorts, indexes, records and files a variety of control records and reports; ~ Operates calculator, computer terminal, check writing machines and other related office equipment; ~ Does more complex payroll transactions or may do payroll for entire department and prepares related reports; ~ May assist in the preparation of figures and reports for use in budget preparation; ~ May administer employee health and dental benefit plans; ~ May supervise employees by assigning and reviewing completed work and instructing employees in specialized account keeping activities. The above examples of duties are intended only as illustrations of the various types of work performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position.WORK HOURS: M-F, 8:00 AM - 3:30 PMQualificationsFULL PERFORMANCE KNOWLEDGE, SKILLS, ABILITIES AND PERSONAL CHARACTERISTICS: Good knowledge of modern methods of keeping and reviewing financial accounts and records, including computer financial software; Good knowledge of office terminology, procedures and equipment; Good knowledge of business arithmetic and English; Ability to understand and carry out oral and written directions; Ability to plan, assign and supervise the work of account keeping and clerical staff; Ability to make more difficult arithmetic computations involving fractions, decimals and percentages accurately; Ability to analyze and organize data and prepare records and reports; Ability to operate a personal computer and utilize common off~e software programs including word processing, spreadsheet and data bases; Ability to develop effective working relationships and work diplomatically with the public; Ability to write legibly; Clerical aptitude; Mental alertness; High degree of accuracy; Tact; Courtesy; and Integrity.Additional InformationContact: Recruiter/Eno Nzesi : 410.220.8792
  • 30 Days Ago

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Experienced Payroll Account Manager
  • GTM Payroll Services Inc
  • Clifton Park, NY FULL_TIME
  • Are you a problem solver and self-motivated? Do you have outstanding customer service and technical skills? Are you looking for a new opportunity with a fast-growing company? If so, this may be the po...
  • 16 Days Ago

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Loan Services Representative
  • Glens Falls National Bank & Trust Company
  • Glens Falls, NY FULL_TIME
  • The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Loan Servi...
  • 20 Days Ago

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Patient Services Representative
  • Aspen Dental
  • Schenectady, NY FULL_TIME
  • At Aspen Dental, we put You first, offering the security and job stability that comes with working with a world-class dental service organization (DSO). Our best-in-class training program, competitive...
  • 6 Days Ago

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Member Services Representative
  • Crunch Fitness - SLK Fitness - Schenectady
  • Schenectady, NY PART_TIME
  • Reports to: Manager Requirements: Fluent in English Proficient reading and writing skills Computer Skills Special Skills: Strong customer service skills Responsibilities: Membership Sales Greet all me...
  • 10 Days Ago

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Customer Services Representative - COPD
  • Hometown Healthcare
  • Clifton Park, NY FULL_TIME
  • Company Summary Hometown Healthcare is a Respiratory Home Medical Equipment & care management company whose purpose is to alleviate the burdens of healthcare. Founded as Watervliet Pharmacy in 1953, H...
  • 1 Month Ago

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0 Account Services Representative, Sr. jobs found in Schenectady, NY area

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Salesperson
  • ETS, Inc.
  • Cohoes, NY
  • Base pay ($47,000 - $56,000) + Commission, Excellent Benefits, Monday-Friday Our client provides word-class label printi...
  • 4/25/2024 12:00:00 AM

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Sales Rep / Weekly Pay / Entry Level
  • Safe Haven Security
  • Albany, NY
  • Job Description Job Description At Safe Haven Security, we are more than just a home security company! We are a team of ...
  • 4/25/2024 12:00:00 AM

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Account Executive I
  • Johnson Controls International
  • Colonie, NY
  • Build your best future with the Johnson Controls team As a global leader in smart, healthy and sustainable buildings, ou...
  • 4/24/2024 12:00:00 AM

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HVAC Service Sales Development Rep
  • Johnson Controls International
  • Clifton Park, NY
  • Be part of the future! We are one team, dedicated to working collaboratively to create the purposeful solutions that pro...
  • 4/23/2024 12:00:00 AM

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Respiratory Sales Specialist, Albany, NY (Albany, NY/Saratoga Springs, NY)
  • Verona Pharma
  • Albany, NY
  • Respiratory Sales Specialist, Albany, NY (Albany, NY/Saratoga Springs, NY) The Company: Our mission is to improve the he...
  • 4/23/2024 12:00:00 AM

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Service Account Executive
  • Trane Technologies
  • Latham, NY
  • At Trane TechnologiesTM and through our businesses including Trane® and Thermo King®, we create innovative climate solut...
  • 4/22/2024 12:00:00 AM

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Sales Associate
  • Ascena Retail Group, Inc.
  • Clifton Park, NY
  • About us LOFT creates modern, feminine, versatile clothing for women with one common style goal: to look and feel confid...
  • 4/22/2024 12:00:00 AM

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Surety Regional Manager
  • Westfield
  • Clifton Park, NY
  • Job Description The Surety Regional Manager is responsible for representing the company in an assigned field territory, ...
  • 4/22/2024 12:00:00 AM

Schenectady (/skəˈnɛktədi/) is a city in Schenectady County, New York, United States, of which it is the county seat. As of the 2010 census, the city had a population of 66,135. The name "Schenectady" is derived from a Mohawk word, skahnéhtati, meaning "beyond the pines". Schenectady was founded on the south side of the Mohawk River by Dutch colonists in the 17th century, many from the Albany area. They were prohibited from the fur trade by the Albany monopoly, which kept its control after the English takeover in 1664. Residents of the new village developed farms on strip plots along the rive...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Account Services Representative, Sr. jobs
$45,252 to $57,352
Schenectady, New York area prices
were up 1.5% from a year ago

Account Services Representative, Sr. in Lynchburg, VA
You can request for a callback and the current representative will record your details and then pass on your information to the captive site via an email.
December 31, 2019
Account Services Representative, Sr. in Houston, TX
The BDC Representative is responsible for making inbound and outbound calls and communicating with prospects and customers via text, email or social media as assigned.
February 16, 2020
Account Services Representative, Sr. in Petersburg, VA
Guide the recruiter to the conclusion that you are the best candidate for the account service representative job.
January 12, 2020