New Accounts Representative opens a variety of new accounts for customers including checking, IRA, CD and others. Collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Being a New Accounts Representative provides information and answers questions regarding interest rates, fees, and bank policies. May complete process to transfer accounts for customers. Additionally, New Accounts Representative makes appropriate referrals to cross-sell a variety of bank services. May require an associate degree. Typically reports to a supervisor or manager. The New Accounts Representative possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. May require 0-1 year of general work experience. (Copyright 2024 Salary.com)
The duties of an Accounts Receivable (A/R) Representative include collection calls and/or correspondence in a fast-paced goal-oriented collections department. Responsibilities include but are not limited to, monitoring and maintaining assigned accounts, customer calls, account adjustments, small balance write offs, customer reconciliations, and credit and rebill pre-processing. Contacts domestic and international customers with delinquent accounts, initiates proper action and maintains records. Accountable for reducing delinquency for assigned accounts. Enlists the efforts of sales, A/R Manager and A/R Supervisor; when necessary to accelerate the collection process. Obligated to communicate and follow up effectively with sales and customer service departments regarding customer accounts on a timely basis. Establish and maintain effective and cooperative working relationships with external and internal customers.
About CooperSurgical
CooperSurgical is a leading fertility and women's healthcare company dedicated to putting time on the side of women, babies, and families at the healthcare moments that matter most in life. CooperSurgical is at the forefront of delivering innovative assisted reproductive technology and genomic solutions that enhance the work of ART professionals to the benefit of families. We currently offer over 600 clinically relevant medical devices to women's healthcare providers, including testing and treatment options.
CooperSurgical is a wholly-owned subsidiary of CooperCompanies (Nasdaq: COO). CooperSurgical, headquartered in Trumbull, CT, produces and markets a wide array of products and services for use by women's health care clinicians. More information can be found at www.coopersurgical.com.
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