Finance Concierge Specialist

As a Finance Concierge Specialist, you will be responsible for processing all transactions accurately and efficiently in accordance with established policies and procedures. You will play a fundamental role in achieving our customer satisfaction and revenue growth objectives.

This position is customer facing you will work with other staff members in initiating the signing of membership agreements. You will be responsible for the accuracy of members agreements and payment information.

POSITION RESPONSIBILITIES

• Handle credit transactions
• Deal with banks and credit companies
• Perform credit checks – speak to banks and credit companies
• Handle sensitive data
• Data Entry of customer information
• Manage customer details including all transactions
• Manage money, payment plans and finances
• Able to confidently collate reports and invoices
• Issue receipts and refunds
• Daily, weekly and monthly reports of all transactions
• Maintain tidy and professional workspace
• Pleasantly deal with customers to ensure satisfaction – handle questions and complaints
• Explain in detail all terms and conditions
• Collection of monies on accounts that are delinquent or late with payment
• Responsible for following up with clients concerning signature and information needed on their account
• Responsible for ensuring the credit application are entered correctly and signed by the clients
• Responsible for ensuring timely payment on account by clients
• Data entry into the system updating payment information and personal information of the client
• Ensure that deposits are made on a timely basis
• Ensure that the cash drawer and petty cash box is counted daily
• Close out Cash Register nightly

In addition this position will work closely with Accounting and Collections to ensure that all payments are made on time and documentation is completed.