Cash Management Service Representative jobs in San Bernardino, CA

Cash Management Service Representative is responsible for providing cash management services to existing and potential business banking clients. Assists clients in various cash management programs while ensuring sufficient balance in the cash flows. Being a Cash Management Service Representative responds to and provides fixes for client issues and questions surrounding relevant products and/or services. Guides clients through onboarding, documentation, and implementation. Additionally, Cash Management Service Representative elevates important or complex inquiries to the appropriate manager, supervisor, or team to ensure they are resolved appropriately. May require a bachelor's degree. Typically reports to a supervisor or manager. The Cash Management Service Representative works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Cash Management Service Representative typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Customer Service Representative I
  • Bear Valley Electric Service, Inc.
  • Big Bear, CA FULL_TIME
  • At Bear Valley Electric, we work hard to provide our customers, with superior customer service, and safe, reliable, and quality power. We do it each and every day, safely and with confidence. Bear Valley Electric Service has served the Big Bear Valley since 1929. Today, we provide electric power to approximately 24,750 customers. We serve a resort community with a mix of full-time and part-time residents. These 23,250 residents represent more than 93 percent of our customers. We also serve approximately 1,500 commercial, industrial and public authority customers, including the Bear Mountain and Snow Summit ski resorts. Bear Valley Electric Service has implemented a comprehensive wildfire mitigation program, inserted cutting edge technology into all aspects of its business and operations and is aggressively pursuing a greener energy supply portfolio and a sweeping electrification strategy.


    THIS POSITION REQUIRES RESIDENCY IN OUR SERVICE AREA


    POSITION DEFINITION: This is an entry level position with responsibilities for handling customer requests, inquiries and complaints. As a professional service provider, the CSR I interacts with BVES, Inc. customers to provide them with information and address their needs either in person or through the telephone.


    ACCOUNTABILITY

    The incumbent is accountable for ensuring timely intervention on all customer service procedures and policies. This include the responsibility to investigate and resolve escalated and complex customer concerns and successful collaboration with internal and external resources. The CSR I is responsible for embracing new technologies, striving always to produce process improvements and to meet all goals and deadlines. The incumbent is skilled in the ability to be accountable, answer questions, and find solutions for customer and billing issues.

    ESSENTIAL DUTIES AND RESPONSIBILITIES:

    • Handles customer inquiries in accordance with the company’s guidelines and policies
    • Responds quickly and accurately to routine customer requests, inquiries, complaints, and provides proper and timely follow-up
    • Responds to customer contacts in person, by telephone or via written correspondence
    • Provides accurate and timely information in reply to customer’s questions, service requests, or complaints. Familiar with basic aspects of customer service including billing, payments, credit arrangements, adjustments, service requests, meter information, rate schedule changes, engineering and construction activities
    • Efficiently utilizes the Oracle CC&B CIS system to update customer information, create new accounts, generate and complete field activities, review meter reads in preparation for billing, and post customer payments
    • Performs other duties as assigned
    • Works under close supervision

    Skills and Competencies

    • Familiar with MS Office Suite
    • Strong written and verbal communication skills
    • Intermediate math skills
    • Bilingual skills are desirable but not required
    • Energetic and self-motivated team player with ability to work effectively and cooperatively with team members
    • Outstanding customer service skills
    • Ability to plan and prioritize work
    • Accuracy with record keeping and strong ability to organize

    MINIMUM QUALIFICATIONS

    • High school diploma or equivalent
    • Previous electric or utility industry experience preferred
    • Ability to calculate a bill based on rates

    Qualities of a Successful Customer Service Representative

    • Trustworthy; strong personal integrity
    • Strong level accountability and ownership
    • Collaborative/Team oriented
    • Emotional Maturity
    • Exhibits professionalism with internal and external contacts
    • Organized with strong attention to detail and time management skills
    • High degree of initiative; self-starter
    • A responsible attitude with calmness under pressure
    • Ability to think quickly and come up with solutions

    The above job description is not intended to be, nor should it be construed as, exhaustive of all responsibilities, skills, or competencies associated with this job.


    NOTE: Reasonable accommodations will be made to enable individuals with special needs to perform the essential functions.


    May include but not limited to standing, walking, bending, pulling and/or pushing, grasping, lifting, reaching, stooping and crouching, color determination, typing, sitting, reading, speaking and listening.


    BENEFITS

    Our Company supports our employees with rich benefit programs and resources to help them thrive today and prepare for tomorrow. Benefit options include medical, dental, and vision plans with the Company currently paying 85% of the monthly premium for employees and their eligible dependents. We also offer paid vacation and sick time and twelve Company paid holidays per year. To help our employees plan for the future, we offer both a 401(k) retirement plan as well as a Defined Contribution Profit Sharing retirement plan. Additional benefits include life, AD&D, and LTD insurance as well as health savings account and flexible spending plans.


    COMPENSATION INFORMATION

    The compensation range provided is in compliance with state specific laws. Multiple factors are used to determine the actual starting rate of pay for all of our positions, including specific skills, years of experience, education, certification(s), and other job related factors.


    The responsibilities of this position will involve access to information that may be considered confidential, private and sensitive. Therefore, the individual filling this position will be required to both allow and pass a background check.


    NOTE: Reasonable accommodations will be made to enable individuals with special needs to perform the essential functions.

  • 10 Days Ago

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Social Worker- Case Management
  • Social Service Professionals
  • Hesperia, CA FULL_TIME
  • NOTE: THIS IS A FULL-TIME, IN-PERSON POSITION. Fluency in Spanish is REQUIRED. Job Title: Social Worker- Case Management Type: Full Time, benefits available Location: Hesperia, CA Social Service Profe...
  • 1 Day Ago

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Plumbing Sales Representative
  • Service Champions Inc
  • Colton, CA FULL_TIME
  • Paid Training!Headquartered in Orange County, CA, Service Champions is a premier provider of essential home services specializing in heating, air conditioning and plumbing services.We’re driven by our...
  • 7 Days Ago

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Plumbing Sales Representative
  • Service Champions Inc
  • Thousand Palms, CA FULL_TIME
  • Paid Training!!! Timo's Air Conditioning & Heating is the #1 Industry Leader in Plumbing, Heating, and Air Conditioning companies in the Desert & on the West Coast. Emerging from the clutter of unreli...
  • 1 Month Ago

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Service Assistant
  • G2G Management
  • Palm Desert, CA FULL_TIME
  • Job Description - Service AssistantReport To: General Manager, ManagerJob SummaryMaintains entire interior and exterior of restaurant. Busses tables and washes dishes.Job FunctionsMaintains landscape....
  • 9 Days Ago

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Service Assistant
  • G2G Management
  • Rialto, CA FULL_TIME
  • Job Description - Service AssistantReport To: General Manager, ManagerJob SummaryMaintains entire interior and exterior of restaurant. Busses tables and washes dishes.Job FunctionsMaintains landscape....
  • 1 Month Ago

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0 Cash Management Service Representative jobs found in San Bernardino, CA area

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Consumer Services Coordinator (Case Management) - Foothill Mountain Adult
  • St. Elizabeth's Medical Center
  • San Bernardino, CA
  • SUMMARY: Under the direct supervision of the Program Manager, is responsible for coordinating the services and support a...
  • 4/24/2024 12:00:00 AM

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Senior Project Manager
  • C.SEC | An Executive Search Firm
  • San Bernardino, CA
  • ABOUT THE FIRM: My client is a well-known and entirely employee-owned California based commercial general contractor cur...
  • 4/22/2024 12:00:00 AM

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Project Manager
  • C.SEC | An Executive Search Firm
  • San Bernardino, CA
  • ABOUT THE FIRM: My client is a well-known and entirely employee-owned California based commercial general contractor cur...
  • 4/22/2024 12:00:00 AM

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Community Director - EX
  • Fpi Management
  • San Bernardino, CA
  • Multifamily Property Management The Community Director (Exempt) is fully accountable for all day-to-day operations of a ...
  • 4/22/2024 12:00:00 AM

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Senior Project Manager
  • C.sec | An Executive Search Firm
  • San Bernardino, CA
  • ABOUT THE FIRM: My client is a well-known and entirely employee-owned California based commercial general contractor cur...
  • 4/22/2024 12:00:00 AM

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Project Manager
  • C.sec | An Executive Search Firm
  • San Bernardino, CA
  • ABOUT THE FIRM: My client is a well-known and entirely employee-owned California based commercial general contractor cur...
  • 4/22/2024 12:00:00 AM

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Consumer Services Coordinator (Case Management) - San Bernardino Upper Desert Adult
  • St. Elizabeth's Medical Center
  • San Bernardino, CA
  • SUMMARY: Under the direct supervision of the Program Manager, is responsible for coordinating the services and support a...
  • 4/22/2024 12:00:00 AM

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Enhanced Service Coordinator (Case Management) for Enhanced Service Coordination Unit
  • St. Elizabeth's Medical Center
  • San Bernardino, CA
  • SUMMARY: Under the direct supervision of the Program Manager, shall provide enhanced service coordination to persons wit...
  • 4/22/2024 12:00:00 AM

According to the United States Census Bureau, the city has a total area of 59.6 square miles (154 km2), of which 59.2 square miles (153 km2) is land and 0.4 square miles (1.0 km2), or 0.74%, is water. The city lies in the San Bernardino foothills and the eastern portion of the San Bernardino Valley, roughly 60 miles (97 km) east of Los Angeles. Some major geographical features of the city include the San Bernardino Mountains and the San Bernardino National Forest, in which the city's northernmost neighborhood, Arrowhead Springs, is located; the Cajon Pass adjacent to the northwest border; City...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Cash Management Service Representative jobs
$47,334 to $67,253
San Bernardino, California area prices
were up 3.0% from a year ago

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Provide proactive service and support to clients and overall Team as a unit to meet servicing objectives.
February 11, 2020
Cash Management Service Representative in Salisbury, NC
Assist in the establishment and implement of new CM products and services in applicable bank systems, creates customer file, and coordinates for proper documentations.
January 06, 2020