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)
Description
General Beverage Sales Co. (GB) is a business-to-business wholesale distributor of wine, distilled spirits, beer, soda, bottled water and non-alcoholic beverages. Established in 1933, GB has been family-owned ever since. We currently operate in all of Wisconsin’s 72 counties as consultants to over 11,000 licensed retail business customers helping them to profitably select, promote, merchandise, and sell consumer products in the beverage category. Our mission is to be the trusted distributor partner of our suppliers and customers in order to advance our collective beverage business and support the growth of our family of employees.
The Accounts Payable position requires processing accounts payable transactions. This includes but is not limited to processing the data entry of vendor invoices, employee expense reports, and manual check requests for multiple related entities.
· Responsible for the full Accounts Payable process, including preparation of 1099s.
· Meticulously keep payment records for tax preparation and audit purposes.
· Accurately process all employee reimbursements according to company policy.
· Prepare a variety of reports for taxes, monthly and annual financial reports.
· Handling of intercompany payable transactions for the related companies.
· Responsible for weekly check runs, filing of paid invoices and responding to vendor inquiries.
· Performing other duties as assigned by supervisor.
Requirements
· One to two years of accounts payable processing experience.
· Strong organizational skills and attention to detail and accuracy.
· Ability to multi-task in multiple company environments.
· Proficient use of 10-key adding machine, proficient typing (data entry)
· Proficient in Excel and Outlook.
· Good oral and written communication skills.
· Experience with Microsoft Dynamics GP preferred.
· Ability to accept responsibility and account for their actions.??
· Must possess a valid driver’s license.
· Ability to pass pre-employment drug screen.?
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