Accounts Representative Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the accounts representative job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

D Bechtelar

Dorris

Bechtelar

6753 Reinger Fords

San Francisco

+1 (555) 281 6065

6753 Reinger Fords

San Francisco

Phone

p +1 (555) 281 6065

Experience Experience

Dallas, TX

Accounts Representative

Dallas, TX

Rice, Tillman and Toy

Dallas, TX

Accounts Representative

Prepare Win loss analysis with support of tendering management
Consistently helps other areas as directed by Coordinator, Manager or PFS Director
Communicates with Coordinator and/or Operations Manager any issue that causes a payment delay
Work area is well organized
Uses the system as directed by Management to reconcile each account correctly
Uses the system as directed by Management to expedite payment from all responsible parties
Always work and act as team player and constant sense of mutual support

New York, NY

Special Accounts Representative

New York, NY

Connelly LLC

New York, NY

Special Accounts Representative

Identifies and assists with implementation of business processes and work flow improvements within the organization
Develops and nurtures a strong working relationship with Caterpillar Dealers, Territory Managers and customers in an assigned portfolio
Develop and nurture a strong working relationship with Caterpillar Dealers, Territory Managers and customers in an assigned portfolio
Developing and nurturing a strong working relationship with Caterpillar Dealers, Territory Managers and customers in an assigned portfolio
Providing direction and leadership to the repossession, recovery or legal effort
Based upon an analysis of accounts and customer assets, makes recommendation regarding the legal strategy for pursuing outstanding account balances
Provide direction and leadership to the repossession, recovery or legal effort

present

Phoenix, AZ

National Accounts Representative

Phoenix, AZ

Mitchell LLC

present

Phoenix, AZ

National Accounts Representative

present

Documenting and tracking service issues and providing periodic management reports to document customer satisfaction
Outgoing enthusiastic attitude and teamwork mentality
Working knowledge of FMIC brands, MI brands and the products within them
Provide vital support to Sales Directors and field personnel including data management
Support or lead efforts with NAD’s strategic clients by identifying opportunities, developing plans, and communicating updates to clients and broad internal audiences
Field incoming calls from accounts discussing current stock and product inquiries
Partner with NAM to coordinate strategic promotion of initiatives and implementation of marketing strategies

Education Education

Bachelor’s Degree in Commercial

The University of Alabama

Bachelor’s Degree in Commercial

Skills Skills

Demonstrated knowledge of and the ability to apply math computation skills including basic addition, subtraction, multiplication, and division
Demonstrated knowledge of and the ability to prepare amortization schedules
Demonstrated knowledge of and the ability to analyze customer credit summaries and past due accounts
Demonstrated knowledge of and the ability to apply financing and taxation principles
Demonstrated knowledge of and the ability to apply data collection and analysis skills
Demonstrated knowledge of and the ability to apply effective written and verbal communication skills and presentation skills
Ability to perform project acceptance testing and quality assurance testing such that technological changes are introduced accurately
Demonstrated knowledge of and ability to apply collection techniques and procedures
Ability to oversee assigned processes within an assigned portfolio and provide guidance to colleagues and updates to management
Demonstrated knowledge of CFSC financing and leasing products

Create a Resume in Minutes

15 Accounts Representative resume templates

Read our complete resume writing guides

Special Accounts Representative Resume Examples & Samples

This position may be assigned functions of Strict Foreclosure, Loan Workout or any other Special Accounts area
Reviewing accounts that have been identified as non-collectable to establish account deficiency amounts and determining the most appropriate and cost effective means by which to pursue outstanding account balances
Analyzing the ability to collect on recovery accounts, collecting deficiency balances, and coordinating recovery efforts through collection agencies
Providing direction and leadership to the repossession, recovery or legal effort
Authorizing and conducting equipment repossessions, which includes authorizing legal correspondence and arranging for transportation and safe storage of the units
Developing and nurturing a strong working relationship with Caterpillar Dealers, Territory Managers and customers in an assigned portfolio
Contacting customers in an attempt to identify willingness to pay and to negotiate a lump sum balance payment, arrange a payment schedule, or negotiate a contract settlement
Evaluating the customer's credit worthiness if a payment schedule appears to be the best alternative for resolving an outstanding balance
Reporting past due results and recommending additions, deletions and modifications to the Potential Credit Loss Report
Establishing account deficiency through Strict Foreclosure or following the sale of equipment and subsequent collection of sale proceeds from the selling agent
Preparing documents necessary to write off the account balance following equipment liquidation and sending a notice of deficiency to the customer
Based upon an analysis of accounts and customer assets, making recommendation regarding the legal strategy for pursuing outstanding account balances
Performing equipment audits on special accounts and authorizing and evaluating equipment inspections as needed
Monitoring payments received from legal accounts and taking appropriate collection action when a delinquency has been identified
A 4-year college or university degree in any discipline and a minimum of 2 years exempt experience in credit, collections, cash applications, customer services, sales, marketing, documentation, financial statement analysis and/or accounting
Demonstrated knowledge of and ability to analyze various customer situations and past due accounts
Demonstrated knowledge of and ability to apply principles of finance and financial statement analysis skills
Understanding of commercial laws and restrictions governing collection and recovery efforts, including Uniform Commercial Code and regulations governing bankruptcy and litigation processes used to pursue deficiency accounts
Demonstrated knowledge of account collection procedures and customer management
Demonstrated knowledge of and ability to prepare amortization schedules
Demonstrated knowledge of collections and customer resolution techniques
Knowledge of financing and leasing documentation principles
Knowledge of the Caterpillar dealer organization
Knowledge of the industries served by Caterpillar dealers
Knowledge of and ability to apply credit management techniques and risk management concepts
Ability to make contact with customers via telephone system for long periods of time
Master's degree (or equivalent)

Special Accounts Representative Resume Examples & Samples

Review accounts that have been identified as non-collectable to establish account deficiency amounts and determine the most appropriate and cost effective means by which to pursue outstanding account balances
Analyze the ability to collect on recovery accounts, collect deficiency balances and coordinate recovery efforts through collection agencies
Provide direction and leadership to the repossession, recovery or legal effort
Authorize and conduct equipment repossessions, which includes authorizing legal correspondence and arranging for transportation and safe storage of the units
Develop and nurture a strong working relationship with Caterpillar Dealers, Territory Managers and customers in an assigned portfolio
Collect sale proceeds on private sales
Contact customers in an attempt to identify willingness to pay and to negotiate a lump sum balance payment, arrange a payment schedule, or negotiate a contract settlement
Evaluate the customer's credit worthiness if a payment schedule appears to be the best alternative for resolving an outstanding balance. To accomplish this, Dun & Bradstreet and credit bureau reports are reviewed and evaluated. If warranted, an individual asset search is completed
Serve as an active liaison between CFSC and the collection agencies to answer inquiries and resolve account issues promptly
When warranted, work with approved collection agencies in an effort to recover outstanding balances when direct customer contact has been unsuccessful. Subsequently approve payment schedules or negotiated contract settlement suggested by the collection agent
Monitor and calculate potential loss on accounts with input from Remarketing/CRSI
Report past due results and recommend additions, deletions and modifications to the Potential Credit Loss Report
Establishe account deficiency following the sale of equipment and subsequent collection of sale proceeds from the selling agent
Prepare standardized transmittal forms for transfer of accounts to legal status
Prepare documents necessary to write off the account balance following equipment liquidation and send a notice of deficiency to the customer
Prepare and file Proof of Claim on bankruptcy cases
Based upon an analysis of accounts and customer assets, make recommendation regarding the legal strategy for pursuing outstanding account balances
Coordinate with the Legal Department to provide information needed to issue judgments and garnishments and pursue litigation
Perform equipment audits on special accounts and authorize and evaluate equipment inspections
Monitor payments received from legal accounts and take appropriate collection action when a delinquency has been identified
Monitor suspense payment balances originating from legal accounts
Perform buyout calculations on legal accounts
Prepare legal past due reports and statistics for submission to management
Provide the customer credit rating on charged off accounts to credit bureaus and other potential debtors
Report individual collection activities to the Special Accounts Support Manager on a weekly and monthly basis or as requested
Prepare periodic status reports, summaries, statistics, results and historical reporting to Special Accounts staff and management on repossession, recovery or legal activities on accounts
Participate in accomplishment of continuous improvement objectives for the department. Progress toward accomplishment of these is measured through maintenance of necessary measurements and analysis of associated data. Participate in the identification of problem areas and development of resolutions to address them
Understand the Harassment policy of the company and is responsible for its application in all aspects of employment
Knowledge of and the ability to apply math computation skills including basic addition, subtraction, multiplication, and division
Knowledge of and the ability to apply data collection and analysis skills
Knowledge of and the ability to analyze customer credit summaries and past due accounts
Knowledge of and the ability to apply financing and taxation principles
Knowledge of and the ability to prepare amortization schedules
Knowledge of and the ability to apply effective written and verbal communication skills and the willingness to develop presentation skills
Ability to analyze, recommend and approve contracts for default and late charge waiver
Knowledge of customer service concepts and techniques
General understanding of CFSC financing and leasing products
General understanding of financing and leasing documentation principles
Knowledge of billing and invoicing concepts
Knowledge of and the ability to apply collection techniques
Ability to participate in process improvements via continuous improvement methodology
Demonstrated ability to handle complaint resolution with limited assistance or direct to appropriate level as necessary
Knowledge of UCC filing requirements and the applicability to bankruptcy laws and regulations
Ability to sit, focus on computer screen, and type on a keyboard, and make contact with customers via telephone system for long periods of time (at least 2 hours)
Ability to drive a car or adequately arrange for transportation to and from dealerships, customer sites, court appearances, etc
A 4-year college or university degree in any discipline
Previous work experience must be progressively increasing in responsibility and accountability and demonstrate an ability to gain in knowledge, skills and responsibility such that a level of full competency can be reached
Equivalent experience may be substituted for education

Special Accounts Representative Resume Examples & Samples

Reviews accounts that have been identified as non-collectable to establish account deficiency amounts and determine the most appropriate and cost effective means by which to pursue outstanding account balances
Analyzes the ability to collect on recovery accounts, collects deficiency balances, and coordinates recovery efforts through collection agencies
Provides direction and leadership to the repossession, recovery or legal effort
Authorizes and conducts equipment repossessions, which includes authorizing legal correspondence and arranging for transportation and safe storage of the units
Develops and nurtures a strong working relationship with Caterpillar Dealers, Territory Managers and customers in an assigned portfolio
Collects sale proceeds on private sales
Contacts customers in an attempt to identify willingness to pay and to negotiate a lump sum balance payment, arrange a payment schedule, or negotiate a contract settlement
Evaluates the customer's credit worthiness if a payment schedule appears to be the best alternative for resolving an outstanding balance. To accomplish this, Dun & Bradstreet and credit bureau reports are reviewed and evaluated. If warranted, an individual asset search is completed
Serves as an active liaison between CFSC and the collection agencies to answer inquiries and resolve account issues promptly
When warranted, works with approved collection agencies in an effort to recover outstanding balances when direct customer contact has been unsuccessful. Subsequently approves payment schedules or negotiated contract settlement suggested by the collection agent
Makes recommendations to the Remarketing staff regarding the manner in which repossessed equipment should be liquidated
Monitors and calculates potential loss on accounts with input from Remarketing/CRSI
Reports past due results and recommends additions, deletions and modifications to the Potential Credit Loss Report
Establishes account deficiency through Strict Foreclosure or following the sale of equipment and subsequent collection of sale proceeds from the selling agent
Prepares standardized transmittal forms for transfer of accounts to legal status
Prepares documents necessary to write off the account balance following equipment liquidation and sends a notice of deficiency to the customer
Prepares and files Proof of Claim on bankruptcy cases
Based upon an analysis of accounts and customer assets, makes recommendation regarding the legal strategy for pursuing outstanding account balances
Coordinates with the Legal Department to provide information needed to issue judgments and garnishments and pursue litigation
Performs equipment audits on special accounts and authorizes and evaluates equipment inspections as needed
Monitors payments received from legal accounts and takes appropriate collection action when a delinquency has been identified
Monitors suspense payment balances originating from legal accounts
Performs buyout calculations on legal accounts
Prepares legal past due reports and statistics for submission to management
Provides the customer credit rating on charged off accounts to credit bureaus and other potential debtors
Reports individual collection activities to the Special Accounts Support Manager on a weekly and monthly basis or as requested
Prepares periodic status reports, summaries, statistics, results and historical reporting to Special Accounts staff and management on repossession, recovery or legal activities on accounts
Participates in accomplishment of continuous improvement objectives for the department. Progress toward accomplishment of these is measured through maintenance of necessary measurements and analysis of associated data. Participates in the identification of problem areas and development of resolutions to address them
Understands the Harassment policy of the company and is responsible for its application in all aspects of employment
Demonstrated knowledge of and the ability to apply math computation skills including basic addition, subtraction, multiplication, and division
Demonstrated knowledge of and the ability to apply data collection and analysis skills
Demonstrated knowledge of and the ability to analyze customer credit summaries and past due accounts
Demonstrated knowledge of and the ability to apply financing and taxation principles
Demonstrated knowledge of and the ability to prepare amortization schedules
Demonstrated knowledge of and the ability to apply effective written and verbal communication skills and presentation skills
Demonstrated ability to analyze, recommend and approve contracts for default and late charge waiver
Demonstrated ability to train other employees as required
Demonstrated ability to plan and facilitate meetings with limited assistance
Demonstrated knowledge of marketing and customer service concepts and techniques
Demonstrated knowledge of CFSC financing and leasing products
Demonstrated knowledge of financing and leasing documentation principles
Demonstrated knowledge of billing and invoicing principles and concepts
Demonstrated knowledge of and ability to apply collection techniques and procedures
Ability to participate in project via continuous improvement methodology completion and implementation
Demonstrated ability to handle complaint resolution on complex issues with limited assistance, in most cases, or direct to appropriate level as necessary
Demonstrated knowledge of all UCC filing requirements and their applicability to bankruptcy laws and regulations
Ability to ensure that existing technology is functioning properly and that proposed changes are clearly documented
Ability to perform project acceptance testing and quality assurance testing such that technological changes are introduced accurately
Ability to oversee assigned processes within an assigned portfolio and provide guidance to colleagues and updates to management
Ability to sit, focus on computer screen, type on a keyboard and make contact with customers via telephone system for long periods of time (at least 2 hours)

Regional Accounts Representative Resume Examples & Samples

Works with Customer and CG OSRs to establish mutually beneficial inventory levels, replenishment plans, positioning, and merchandising plans across all product categories
Provide customer sales, inventory reports to Sales Analyst
Maintains phone call and account rotation plan to contact all levels of the Customer’s organization, including store level personnel
Collaborates with marketing staff at Callaway Golf and at customer’s headquarters to integrate marketing efforts
Coordinates interaction between various Callaway Golf experts, eg. Supply Chain, Forecasting, etc., and counterparts in customer’s business to facilitate better planning and efficiency of business
Tracks and communicates Customers PRP performance to ensure that sales program benefits are earned throughout calendar year
Visits customer to hold review/business planning session
Conducts retail store visits in markets to identify retail opportunities and issues
Weekly interaction with multiple OSRs to gather feedback on performance at retail
Ensure, through assistance of Strategic Sales Representative, that orders are properly processed through shipment and billing
Communicate with department director to provide develop business strategies and to identify areas of opportunity internally and with customers
Analyze internal reports and information from customer to monitor business and identify opportunities
Gather sell through data from all accounts and disseminate internally
Participate in meetings at Callaway Golf headquarters to contribute to and understand our initiatives and strategies
Manage budgets to insure program success and proper execution of Callaway Golf supported initiatives
Organize, plan and coordinate customer meetings
High-energy individual with strong multi-tasking and relationship building skills
Strong knowledge of Retail Sales Operations and Retail performance metrics
Highly assessed selling and marketing skills
3-5 years of Sales Experience (preferably with multi-door Accounts)
Callaway Golf product expertise

Field Accounts Representative Specialist Resume Examples & Samples

To be the most competent adidas ambassador, knowing all aspects of the category (market, competitors, products/technologies, events, sporting news, athlete’s etc)
To update the customer segmentation surveys and their classification annually
To open new accounts1) and develop assigned Specialist customers, sell in to tap full potential and manage all interfaces towards adidas respecting the framework set by the SMSS
To develop/update AFBs, StAPs and AMPs according to the service level definition
To organise and prepare sell-in customer meetings using the sell-in checklist, pre-selecting the range, to offer sell-out support based on our Specialist category focus products, technologies and concepts
To enforce the adidas Specialist trade terms within the given frame
To visit customers regularly respecting the store visit category guidelines
(VM, WSP/WOM, RSM, re-orders, POS-material etc.), ensuring continuous improvement of the category
To conduct product/technology staff trainings and attend category relevant events/fairs (e.g. grass roots)
To be the voice of Specialists within the region (internal/feedback and external)
To conduct the Specialist CSS, feedback results to the accounts and derive action plans
H&S: In Company Activities Coordination Management”
Field Account Manager with proven track record of successfully managing Field Accounts in large sales organizations
High analytical skills for strategy development, business planning & decision planning
High degree of commercial and business acumen knowledge (e.g. sales, retail, trade marketing, customer service, finance and controlling)
Strong decision taking and determination and shows high initiative and pragmatism to the business
English advanced
Located in Zaragoza
Sports background (ideally professional) in running or football is a key added value

Field Accounts Representative Adidas CataluÑa Resume Examples & Samples

To organise and prepare sell-in customer meetings using the sell-in checklist, pre-selecting the range, offering sell-out support, based on our seasonal focus products, technologies and concepts
To develop/update Field Strategic Account Plans according to the customer portfolio mapping strategies
To visit customers as regularly as possible respecting the store visit checklist guidelines (VM, WSP/WOM, RSM, re-orders, POS-material, etc.)
To derive action plans from the CSS
To acquire new customers to cover all distribution segments and Sales district zones, respecting the Adidas Group distribution policy
Field Accounts experience with proven track record of success in large sales organizations
High analytical skills for strategy development, business planning decision planning
Strong interpersonal skills: Very good communications and negotiating abilities as well as high presentation, relationship management and facilitation skills
English advanced, Fluent Spanish
Located in Barcelona

Student Accounts Representative Resume Examples & Samples

Ability to execute extraordinary customer service through accurate communication, analytical research, and conflict resolution
Ability to work individually and in a team setting, multi task and effectively prioritize responsibilities and retain a professional and engaging demeanor
A working knowledge of Microsoft Office Software and the ability to learn various customer service programs and data management systems
A working knowledge of financial aid procedures is desired

Special Accounts Representative Resume Examples & Samples

Responsible for the management of all Single Case agreements, including data downloads, transfers, charge entries, adjustments, accounts receivable, verification of benefits and interaction with Sales
Collaborate with the Manger, Billing and collections and the Alere National Director, Manage Care on reviewing Single Case agreements
Serves as the liaison between Sales and AHM in providing benefit exception and Single Case agreements
Oversees and ensures the accuracy and integrity of Alere Home Monitoring’s Out of Network claims, claims recovery, and data by monitoring systems and reviewing configurations
Understand the process for verification of benefits, pre-determination and pre-authorization as it relates to the policies and procedures for effective placement of customers
Clarify and fulfill customer requires/needs by presenting an accurate financial estimate related to insurance benefits for products and services
Acquires necessary medical records and documentation for patient charts by communicating via phone, fax or e-mail with other medical facilities, hospitals and insurance carriers
Answer billing inquiries from patients, staff, and insurance companies and resolve patient complaints
Review customer account adjustments, write-offs, reconciliations and credit memos
Resolve customer conflicts regarding account discrepancies and short payments
Periodically evaluate current policies and procedures and make recommendations for improvement. Implement new policies or revise current policies as needed
Provide training to all employees on new and existing contract policies and changes
Develops and implements operational policies and procedures for the department
Performs other duties as assigned by superiors
Follows all regulatory policies and procedures, privacy and security standards in accordance with government agencies to include HIPAA requirements
Identifies and assists with implementation of business processes and work flow improvements within the organization
Lends guidance, support, and subject matter expertise to management team and other departments
Assists with training on a continuing basis
Five to Seven (5-7) years of Revenue Cycle Management experience preferred
Complete knowledge of Medical Billing Codes
Complete understanding of Medicare Rules and Regulations
Advanced MS Office experience, with an emphasis on MS Excel desired
Ability to make decisions while following company procedures and governmental guidelines
Type a minimum of 45wpm
Strong Computer/Software Skills
Superior Customer Service Skills

National Accounts Representative Resume Examples & Samples

Input/maintain orders submitted through various Electronic Data Interchanges (EDI/Vendor Net)
Provide vital support to Sales Directors and field personnel including data management
Establish a rapport and positive working relationship with assigned account counterparts
Partner with internal employees such as Supply Chain, Master Data, Credit and Product Brand Managers towards management of SPA forecasts, special buys/FSR’s and discontinued products
Maintain task log database and some type of territory/project management planner
Learn and manage product build sheets (mechanism for introducing products into Asia retailers)
Learn and use channel partner databases, share drives and/or sales portals such as Egynte, fmicdirect and Amazon Vendor Central
Field incoming calls from accounts discussing current stock and product inquiries
Engage with SPA buyers weekly to discuss opportunities and manage accessory assortment/inventory
Preview + review new SPA products with buyers and create a model inventory and forecast accordingly
Create a SPA gap analysis for accounts and review current assortment vs our best sellers
2-3 years consumer sales experience preferred
Telephone sales experience required
Experience using ERP systems with SAP preferred
Microsoft Office proficiency (Excel, Word, Outlook) required
Excellent telephone communication skills required
Excellent time management skills required
Ability to adapt to change and have a thirst for growth
E Mail writing etiquette and business judgment
Working knowledge of FMIC brands, MI brands and the products within them
Outgoing enthusiastic attitude and teamwork mentality

National Accounts Representative Resume Examples & Samples

Responsible for the retention and growth of assigned clients
Provide short and long term customer support and management to ensure customer expectations are met. Perform other duties as needed or assigned by management
Provide support and to work with the laboratory technical staff in providing Attestations, Affidavits other court required documentation related to the laboratory testing services provided by Alere Toxicology
Developing a personal relationship with clients: Function as the primary liaison between Alere Toxicologist and management to support assigned customers using a consultative approach to manage the services and exceed the client needs. This requires consistent interaction with various business units and support and service group within Alere and client contacts at management levels via email, phone and in person as needed to ensure we are providing the best solutions to meet the customer needs
Train clients on various services, systems and product offerings, educating clients on utilization of Alere's web-based reporting system and other tools from Alere and eScreen e-System services
Custom design a comprehensive communication strategy for clients based on their service needs to help monitor and address service needs and provide management reports on operational trends or needs
Documenting and tracking service issues and providing periodic management reports to document customer satisfaction
Assist with the implementation process of services and systems both internally and externally as needed based on individual customer requirements
Interact with multiple business units to ensure customers are properly serviced. Work proactively to identify opportunities for Alere to better meet customer expectations and monitor program operations, billing and reporting as needed to managed client needs
Manage special projects such as random selection services and collection site management
Identify opportunities to up-sell additional services that would benefit the client
Manage Key Government client support needs and ensure that services meet standards as required for different government programs and contracts
Maintain strict confidentiality and follow customs guidelines as established for different clients based on their unique organizational needs
Other duties as assigned related to overall services and support needs required for client retention and business development
Have computer skills and ability to work with Microsoft, Excel, Outlook
Ability to communicate professionally both orally and written
Ability to work with limited supervision as an individual and as part of a National Account team
High School Graduate or Associate degree preferred
Minimum 3 years experience in customer/client facing capacity working with employers, healthcare organization or medical service providers
Experience in Workplace Substance Testing Industry is preferable but not required

National Accounts Representative Resume Examples & Samples

Provide relationship management support by delivering sales and marketing ideas in support of North American Distribution (NAD) business initiatives
Support or lead efforts with NAD’s strategic clients by identifying opportunities, developing plans, and communicating updates to clients and broad internal audiences
Communicate business opportunities to American Funds Distribution, Inc. (AFD) sales, marketing and support groups
Partner with National Accounts Manager (NAM) in the development and execution of customized business plans for key intermediaries
Partner with NAM to coordinate strategic promotion of initiatives and implementation of marketing strategies
Develop education and training strategy/approach in partnership with NAM
Serve as a point of contact regarding service and support
3+ years in-depth knowledge of the mutual fund industry and NAD products and services. Exhibits knowledge in current and possible future policies, practices, trends, technology and information affecting the department/business area
Demonstrates initiative by identifying issues and recommending solutions
Demonstrates intellectual curiosity and analytical skills in areas of moderate complexity
Demonstrates effective written and oral communication skills with a diverse group of associates, senior business leaders and a diverse group of individuals outside the organization
Demonstrates effectiveness in leading/facilitating a variety of meetings
Demonstrates sound judgment in resolving matters of moderate complexity
Demonstrates ability to influence others
Demonstrates ability to collaborate and develop/maintain working relationships inside and outside the organization to enable effective completion of business objectives

Accounts Representative Resume Examples & Samples

Observing and analyzing the market, competitors and customers
Determining and ensuring the quality of market data and trends
Maintaining the sales database upto date
Communicating market demands for the product portfolio team in Head Quarters
Drawing up marketing concepts, business plans and strategies
Market launch of the product portfolio
Responsible for updating the market data in MI tool
Prepare customer acquisition and presentations
Contribute to the IC LMV MS order intake and gross profit targets
Attend monthly meetings to coordinate business opportunities and order winning strategies
Ensure to abide with the QA procedures, statutory, regulatory and EHS requirements
Abide by and comply with the Siemens Compliance and Business Conduct Guidelines
Always work and act as team player and constant sense of mutual support
Identifying business opportunities
Identifying potential customers, understanding their order placement strategies and their decision makers and decision-making processes
Preparation of feasibility studies as the basis for Go/No Go decisions
Determining the market price or the budget price for specific bids/projects
Preparation of pre-qualification documents
Coordination of offer preparation
Bid/No Bid documentation and decision together with the tendering management
Prepare customers and market strategy for the market in Kuwait
Define and implement project winning strategies
Determining the target price for specific bids/projects
Supporting and coordinating technical clarification internal and external until placement of the order
Coordinate contract negotiations up to signing of the order
Timely Business opportunity updates in CRM tool Philos
Prepare Win loss analysis with support of tendering management

Personal Banker / New Accounts Representative Resume Examples & Samples

Serve as primary contact for new account openings and cross-sell other products and services to clients and prospects through proactive and reactive client contact
Support team sales process by acting upon or referring identified client needs to other lines of business (e.g., Retail Loan, Mortgage, Investments, Private Banking, Insurance, Small Business, Merchant Services)
Serve as contact for client problem resolution regarding deposit, credit, and other products and services
Employ BB&T supported service processes to ensure high-level of client service by performing client service maintenance (e.g. account reconciliation, address changes, stop payments, account closings, transfer, processing check orders)
Continue to grow in role and support team sales efforts by attending weekly sales, service, and product knowledge meetings
Adhere to internal controls, operational procedures and risk management policies
Responsible for attending applicable training classes and completing computer-based training
Stay abreast of all changes in policies and procedures to ensure compliance with current guidelines
Perform teller transaction such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits and obtaining further authorization when necessary, issuing money orders, cashier’s checks and redeeming savings bonds. Perform more complex transactions, with assistance as necessary
Associate's degree, or equivalent education and related training
Three years of client sales and service experience
Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
Ability to speak fluent English
Ability to complete Bank training required for Branch Bankers
Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements
Demonstrated ability to handle multiple priorities under time constraints

Student Accounts Representative Resume Examples & Samples

Experience in collection procedures and processes, with particular emphasis on dispute resolution and related transactions is highly desired
Experience working in an automated call center environment and knowledge of financial billing systems is also a plus
Comfort in a high volume production environment and ability to meet established deadlines and goals

Institutional Accounts Representative Resume Examples & Samples

Monitors online and in person transport orders and contacts consigners to provide information as to the status of their transport orders. Ensures accurate data has been entered into the interactive platform; addresses any discrepancies; and updates/changes orders based on inventory
Working closely each day with Carrier Services and consigner teams to ensure excellent customer service, as laid out in the requirements of the contract, and modifies current pricing strategies where necessary
Perform other duties as assigned by your Supervisor

RIA New Accounts Representative Resume Examples & Samples

Processing paperwork for new managed accounts
Reviewing completed applications and forms for accuracy
Setting up and performing data entry of accounts into Salentica CRM and the Orion system, including fee split information
Providing excellent customer service
Completing miscellaneous projects as assigned

Student Accounts Representative Resume Examples & Samples

Prepare daily reconciliation summary
Know college general ledger account numbers, cash, receivable and miscellaneous codes to verify appropriate data entry
Verify that all receipt transmittals are complete and accurate prior to posting. Return receipts as required
Interprets entries to student accounts and identifies balances by accessing the on-line computer system and referencing related documents
Ability to work quickly and accurately with minimal supervision
Strong problem solving and analytical skills
* Application Instructions Specific to this Position ***

Major Accounts Representative Resume Examples & Samples

5+ years of solution sales experience selling complex Enterprise Software
Consistent overachievement of quota and revenue goals w/ a strong W2 track record
Ability to maintain a high level of productivity, manage multiple competing priorities, and work effectively under the pressure of time constraints in a fast-paced, complex, collaborative, and team-oriented environment

Major Accounts Representative Resume Examples & Samples

Onboarding
Schedule installation appointments for new Major Accounts’ Customers
Assist in walking customers through a thorough account setup process
Manage/complete multiple projects in aa timely manner while still handling daily call volume
Assist in developing training materials
Answer customer questions via phone on all company supported applications
Provide customer focused support using clear and descriptive methods
Work with multiple departments to provide internal education and assistance
Troubleshoot application problems
Determine source of problems (hardware, software, user access, etc.)
Advise customer on appropriate action
Provide recommendations on company application enhancements
Document resolutions for future reference
Work within CRM to document cases
Additional relevant duties as assigned
6+ months experience with Vonage Essentials as a Customer Care Representative
Strong active listener with the ability to de-escalate
Excellent written and oral communication skills, with extreme attention to detail
Ability to quickly establish rapport with customers
Ability to learn quickly in a challenging environment and work well within a team
Proven communication skills required in order to create, maintain, and enhance customer relationships
Experience positioning sensitive and/or confidential issues
Ability to work with quickly and efficiently with limited supervision, and under deadline pressure
Outstanding follow through and organizational ability

Customer Accounts Representative Resume Examples & Samples

Handle customers with past due accounts on a timely basis to optimize loss prevention
Approve extensions on loan/lease contracts up to two months
Adherence to collection guidelines and various laws pertaining to collection activities
Work to in protecting the company’s interest with outside suppliers (legal counsel, bailiffs, lawyers etc. )
Request authorization of payments for bailiffs, towing company, storage, collection agencies, etc
Complete all documents related to closing a repossession file
Assist customer care representatives and insurance specialist as required
Be an educational and operational resource for customers and dealers in leasing and financing
Participate in the performance of other duties and assignments at the request of the Customer Accounts and Funding Manager
Minimum 3-5 years of experience in collections is required
Experience with negotiation is required
Attentive to details as well as its accuracy
Work with minimum supervision
Ability to manage multiple priorities and tasks at the same time
Ability to promote a cooperative environment and to build team cohesiveness
Excellent negotiation skills and able to take decisions
Excellent time management skills
Good knowledge of MS Office (Word, Excel)
Fluent in both English and French
General knowledge of accounting and collection practices

Key Accounts Representative On Trade Resume Examples & Samples

Order Generation and order placement with an aim to drive the business set target on volume and NSV
Relationship Management and maintenance as a key role between the customer and the business for which channel management is heavily reliant
Maintain and grow recurring sales opportunity with existing customers
Accounts Reconciliation and credit management for the credit customers
To define and deliver stretching channel business plans and the strategy for their implementation around a total alcohol, one portfolio approach
Identify emerging trade trends and insights. Able to build activity plans at Key Accounts level and innovatively implement at retail & Build channel partner training and development plans in conjunction with sales training (one portfolio beer and spirits) Develop CDOS plans and activities matching brands with opportunities; Ensure compliance with safety requirements at the work environment; Qualifications and Experience Required
A Bachelors degree in a business related field or equivalent
Excellent communication skills, both verbal and written. Ability to prioritize, organize, and execute assignments
Presentation skills; Excellent organizational skills, written and oral communication skills & Familiar with a variety of the field's concepts, practices, and procedures & Numerics and basic financial management. Must be a motivated, self-starter with a proactive personality who is able to work independently or with a team. Strong attention to detail and follow up skills & Can do attitude & team player with ability to work closely with team members across the organization & to influence others to achieve sales goals

Mindware National Accounts Representative Resume Examples & Samples

Assists the Director os Sales and other Sales reps as needed to maximize revenue and profitability
Works with sales team to help meet or exceed established sales goals set by the MWW Division
Manages key, mass and international customer accounts; organizing sample shipments or mock ups, filling out item set up forms, requesting reports
Helps develop and implements year-long customer sales programs to maximize sales and profitability.Creates client specific sales strategies that will be presented to existing and prospective customers through phone calls, trade shows and occasionally, personal sales calls
Works with the Director of Sales and other Sales Reps as needed to maximize revenue and profitability
Assists in the marketing strategy for tradeshows; be involved in constructing and set up/break down of the booth for MWW at trade shows as needed
Attends Trade Shows as needed.Conducts follow-up after trade shows for all customer and new prospect needs, including, but not limited to, sample mailings, follow-up letters and phone calls to close sales from programs, products and relationships that were presented and/or generated at each trade show
Develops and maintains knowledge of competition, pricing, strategies, handling of customer needs and problem resolution.Develop and maintain knowledge of competition’s primary products and markets to analyze impacts on MWW business in competitive markets
Works with multiple departments in the development and/or completion of customer products and programs
Provides key reporting on monthly basis to include but not limited to; Revenue Forecasts, Account Reviews, and Activity Reports
Maintains regular and predictable attendance
Abides by all policies and procedures of MindWare
Work in the MWW Department office environment requires in-person collaboration among colleagues and contractors
Attends company functions, meetings, seminars, etc. which may not impact their own customer base directly but will have a positive impact on the company as whole
Documents sales efforts for current customers, prospects and sales campaigns through standardized forms, reports and systems
Performs other related duties and projects as assigned

Accounts Representative Resume Examples & Samples

Two to four year's prior experience
One year related experience
Computer skills/Keyboarding skills
Solid working knowledge of third party insurance payors
Ability to demonstrate compassion and strong customer service skills

Khpe Student Accounts Representative Resume Examples & Samples

Monitor all assigned student accounts for accuracy in terms of expected payments on past due accounts
Contact students with delinquent payments with prescribed number of contacts via inbound and outbound calls as well as other means in order to achieve predetermined collection goals
Bring delinquent accounts current by working out satisfactory payment terms including setting up student payments and obtaining promissory notes
Receive and process inquiries from the Office of Returning Students as they relate to open balances for students who have expressed an interest in returning to the University
Prepare and provide regular and ad hoc financial reports as required for the school's operations including aging, write off and other trend related reporting
Work with counterparts in other functions to research delinquent accounts that are in dispute while recommending adjustments where appropriate for misapplied payments, tuition reversals, and other transaction errors in order to bring about resolution
Review out of school balances for assigned cohort and recommend write off and/or placement with third party collection agency
Performs other comparable job duties as assigned by supervisor and other finance department management
A Bachelor’s degree
Proficiency in Microsoft Office, particularly Word and Excel

National Accounts Representative Resume Examples & Samples

Senior position within the Syngenta Service Center focused on delivering an enhanced and differentiated level of account management to identified strategic channel partners
Works as a partner with the respective Distributor Key Account Manager to deliver increased value to Syngenta and the Channel partner
Maintains a trusted relationship with Key Account Management Team and National Account stakeholders. Key liaison with the account based on deep customer relationships and insights
Key focal point for account senior purchasing and logistics management on items related to account and order status and account supply planning
Works with other Service Center team members to direct and manage order and shipment requirements, program implementation and reporting needs to meet both Syngenta and customer business needs related to the account
Supplies timely responses regarding product, pricing and program information in a clear and concise way either verbally or in writing as directed by CSLT and or KAM
Proactively identifies and implements in coordination with the Key Account Manager areas of added value to the Distribution partner to increase sales opportunities and Syngenta loyalty
Able to resolve basic to moderate problems independently
Engages in customer facing visits with KAM, National Accounts CSM and or CU CSM
Clear understanding of the Syngenta commercial strategy and it’s relevance to the respective Channel partner
General understanding of Agriculture as it relates to Crop Protection, Seedcare, and/or Farming practices
General understanding of business processes related to order fulfilment (materials planning/inventory management/logistics and supply chain processes)
Working knowledge of the relevant tools required to interact and communicate effectively with the customer (AgBiz, EDWH, etc.)
Proficency with SAP and Microsoft Office applications
Experience in a role that required strong organization and management of multiple competing priorities under tight time constraints, as well as strong problem solving skills
2- 4 years experience in customer service internally within Syngenta or externally
Strong proven communication skills with internal and external stakeholders

Customer Accounts Representative Resume Examples & Samples

Gratify and astonish customers with service excellence
Performs order releases and new account set-ups, Communicates with appropriate personnel regarding potential and existing problem accounts. Reconciles wire payments and/or resolve payment discrepancies. May perform credit investigations and collection contacts through escalation of contacts
Performs data entry accurately and efficiently using various computer programs, word processing, spreadsheet or database commands; formats material as required
Processes work with excellence and in a timely manner; meets daily productivity objectives; displays a sense of urgency while maintaining quality and productivity goals
Proofs material entered and generates data reports as required; reviews discrepancies in data received, requests clarification or advises supervisor of issues related to data, and performs data verification routines in accordance with company procedures
Understands and correctly works with multiple currencies
Files, keeps records, and prepares/transmits/sorts/distributes facsimiles, mail, e-mail, and reports as needed. Expands knowledge of data entry processes utilizing all available resources
Maintains a high level of commitment to achieve goals; promotes and maintains high standards of quality work. Demonstrates effective time management skills
Interacts effectively and maintains professional manner and positive attitude through verbal and written communication with external and internal contacts
Well organized and able to prioritize and manage multiple tasks. Supports and participates in company total quality process. Trustworthy and maintains confidentiality
Regular attendance at work is an essential part of the job
Ability and desire to provide excellent customer service
Ability and desire to deal directly with customers to carry out all correspondences in a courteous manner
Exhibits the potential to advance to other positions
Ability to use a PC and type data for long periods of time
Detailed and thorough in work habits
Proficient typing, math and writing skills
Ability to use, read, and interpret spreadsheets, printed reports, and a dual terminal screen
Ability to work independently or as part of a team
Ability to work under the pressure of deadlines
Able and willing to use our telephone headsets
Professional verbal and written communication skills in English and local language (minimum) Additional languages may be required
Self-motivated, results-oriented, with effective organizational skills
Trustworthy and maintains confidentiality

Managed Accounts Representative Resume Examples & Samples

Merrill Lynch Investment Advisory Program (ML1)
Personal Investment Advisory (PIA)
Unified Managed Account (UMA)
Strategic Portfolio Advisor (SPA)
Managed Account Services (MAS)
Consults
Merrill Lynch Personal Advisor (MLPA)
Mutual Fund Advisor (MFA)

Student Accounts Representative Resume Examples & Samples

Work in collaboration with various interdepartmental staff to provide top level customer service in outreach and responding to student, parent and authorized third party payers inquiries related to student accounts receivable, financial aid and related topics
Performs billing collection interactions by phone, email, etc on student accounts assigned by the Director
Responsible for developing and maintaining technical knowledge of pertinent software systems to include Ellucian Datatel, Microsoft Office with specific focus on Excel as well as TouchNet interactive payment and payment plan software
Assist where needed with the general office workload related to many areas, including but not limited to: account collections on all cohorts of students, undergraduate, adult, and graduate students as well as provide priority outreach to selected populations

Accounts Representative Resume Examples & Samples

Follow up all accounts with balances to ensure payment is received in a timely manner
Uses the system as directed by Management to expedite payment from all responsible parties
Uses the system as directed by Management to reconcile each account correctly
Work area is well organized
Work is appropriately prioritized daily
Adapts well when changes are made to policy
Responsible for effective team communication
Communicates with Coordinator and/or Operations Manager any issue that causes a payment delay
Consistently helps other areas as directed by Coordinator, Manager or PFS Director
Maintains a positive attitude always

Temporary Student Accounts Representative Resume Examples & Samples

Process daily all payments received by the college for accounts receivable invoices i.e. student accounts including Special Programs
Reconcile daily cash receipts by verifying cash and checks against data entered in on-line computer system
Strong interpersonal and follow up skills to conduct all relations with students, parents, faculty, administrative and support staff in a professional manner
Articulate, professional, pleasant telephone manner
Ability to function well under pressure and maintain a pleasant customer service attitude
Strong verbal, writing and general knowledge of accounting with experience interpreting accounting entries necessary
Demonstrated capacity to develop & maintain effective working relationships with individuals & organizations reflecting a broad range of identities, perspectives & experiences
Experience with computerized systems and interpreting computer output
High School Diploma required and minimum 3 years successful customer service experience as bank teller, cashier, sales person or equivalent. Previous experience in a college setting preferred

Key Accounts Representative Resume Examples & Samples

Management of a select list of customer accounts
Drive expansion efforts for our Service group
Establish and maintain effective relationships with customers and gain their trust and respect as the single point of contact and key representative for all non-Sales related customer interaction within the Service group
Act as a customer advocate and interface with all company divisions and departments
Develop and maintain Account Plans to achieve both long and short-term objectives
Develop customized reporting and/or deliverables to demonstrate Vertiv Service’s value to assigned accounts
Present value-oriented, Quarterly Business Reviews at an executive level with assigned customer accounts including material specifically designed and customized to the customer
Make regular visits to assigned accounts to enhance customer relationship and ensure service performance
Partner with Sales to assist in renewal capture and service expansion opportunities

Accounts Payable Accounts Representative Resume Examples & Samples

To support the Accounts Payable Manager with providing cost efficient, timely and accurate Accounts Payable services to the group, ensuring compliance with all internal and external audit, tax and legal requirements
To support the Accounts Payable Manager in ensuring the Accounts Payable team operates within the financial controls and procedures set by the Group
To support the Accounts Payable Manager with the achievement of team and company goals
To develop effective relationships with internal and external customers and colleagues across the organisation
To be an active member of the e2v Finance team and support key projects as required
Minimum 2 Years Accounts Payable experience in a medium to large organisation
Strong team player with a flexible and can do approach who leads by example
Demonstrated knowledge of Accounts Payable processes
Excellent written and verbal skills
Minimum Intermediate level Microsoft application skills such as word and excel
Manufacturing experience would be an advantage
Ideally Experience of an ERP system (SAP)
Experience of three way invoice matching process
Demonstrated knowledge of Procure to Pay process

Student Accounts Representative Resume Examples & Samples

The formal education equivalent of a high school diploma
At least one year of bookkeeping, billing, or related experience
At least one year of experience with the University of Arkansas BASIS
Experience with the University of Arkansas student version and non-student version of UAConnect
Knowledge basic accounting principles
Knowledge of filing and recordkeeping procedures
Knowledge of computers and software application programs
Knowledge of applicable laws and regulations
Knowledge of customer service techniques
Employee needs to be able to communicate using clear communication skills which could include but not be limited to the following methods: personal face-to-face contact; using e-mail or other written correspondence; and through telephone contact
Ability to record fiscal information and manipulate data to generate reports and documents
Ability to interpret department policies and procedures

Customer Accounts Representative Resume Examples & Samples

EDUCATION AND/OR EXPERENCE: Successful completion of VCE or High/ Secondary school equivalent and relevant customer service, Bookkeeping Diploma, Degree is preferred with a minimum 3 years work experience in a customer service or bookkeeping role essential
COMPUTER SKILLS: Proficient and accurate with all Microsoft Office applications essential while exposure to SAP/ SAP B1 is preferred
LANGUAGE SKILLS:Ability to read and interpret documents such as safety policies, operating and maintenance instructions, procedure manuals and SOP’s
MATHMATICAL SKILLS: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages etc
REASONING ABILITY: Ability to define problems, collect data, establish facts and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstracts and/or concrete variables
PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by the shareowner to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable shareowners with disabilities to perform essential functions. While performing the duties of this position, the shareowner is occasionally required to lift and or move objects up to 22kgs
WORK ENVIRONMENT/CULTURE: The work environment & Culture characteristics described here are representative of those that must be met by the shareowner to successfully perform the essential functions of this job

Senior Client Accounts Representative Resume Examples & Samples

Represents Inmar’s Digital system to assigned client accounts on a day-to-day basis
Responsible for the reporting/payment processes and ensures the integrity of Clients' reports and billing
Ability to develop strong relationships with client base resulting in client contract renewals
Responsible for oral and written communication on Client-related issues to resolve issues, develop procedures and establish guidelines
Working closely with manager and other team members, performs special projects as required to maintain assigned accounts (for example, data collection projects, research projects)

Download Accounts Representative Resume Sample as Image file