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Graduate Finance
2 weeks ago
You will aim to become an integral member of the team, helping to achieve the optimum collections results on a monthly basis.
- Upon joining the business, you will be introduced to a training program to learn how to cover the required tasks with confidence.
- Attend sales meetings (via Teams) to discuss queries or issues that we currently have, as well as learning about any new products or sales drives that may be imminent.
- Establish a strong working relationship with key customers.
- Learn how to complete administration tasks, such as matching cash, issuing copy invoices, setting up new accounts, ensuring PO numbers are present where required and any prepayments have been collected.
- Set payment terms & credit limits (guided by credit reports) for new accounts.
**Role Responsibilities**:
- Setting up new accounts, including determining appropriate terms and credit limits.
- Allocation of cash payments.
- Take responsibility for timely cash collections on a set of accounts.
- Drive query resolution on the same set of accounts.
- Escalate any issues that may require further approval or may adversely impact cash flow.
- Make sure notes are updated for all phone calls, cash promises etc.
- Ensure that you follow up on any cash promises from clients that do not come to fruition & escalate where appropriate.
**Role Requirements**:
- Must have experience within a customer services background or have a degree relatable to finance.
- Be able to make decisions that will drive the best result for the wider business.
- Show flexibility as required to assist with customer service by offering alternative solutions or various options that minimise the risk but enable the organisation to satisfy an order.
- Prioritise as required throughout the monthly cycle so that targets & deadlines can be achieved.
- Be proactive and tenacious in anticipating and resolving issues at the earliest opportunity, recommending process or system improvements that could be implemented to reduce the level of queries going forward.
- Strong and respectful relationships with other areas of the business and customers alike.
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