credit control specialist

Binzagr Company

<div>
 <p>
  <strong>
   Job Purpose
  </strong>
 </p>
 <p>
  The Customer Finance Specialist supports the Customer Finance function by managing key customer accounts, resolving deductions and claims, and ensuring accurate reconciliation of customer balances. The role acts as a key coordination point between Sales, Trade Marketing, and Finance to ensure that commercial activities, trade spend claims, and customer deductions are properly validated and reconciled.
 </p>
 <p>
  The role also requires
  <strong>
   direct engagement with customers
  </strong>
  , including periodic
  <strong>
   onsite visits
  </strong>
  , to resolve disputes, review account statements, and strengthen collection and reconciliation processes. The objective is to improve cash collections, reduce overdue balances, and ensure transparency and control over trade-related financial transactions.
 </p>
 <p>
  <strong>
   Key Responsibilities
  </strong>
 </p>
 <p>
  <strong>
   Accounts Receivable &amp; Collections
  </strong>
 </p>
 <ul>
  <li>
   Monitor customer balances and aging reports to ensure timely collections.
  </li>
  <li>
   Follow up with customers on overdue invoices and outstanding balances.
  </li>
  <li>
   Track payment commitments and support the collections strategy to reduce overdue receivables.
  </li>
  <li>
   Escalate high-risk or significantly overdue accounts to the Customer Finance Manager.
  </li>
 </ul>
 <p>
  <strong>
   Customer Reconciliation
  </strong>
 </p>
 <ul>
  <li>
   Perform regular reconciliation of customer accounts, including invoices, payments, deductions, and credit notes.
  </li>
  <li>
   Investigate and resolve discrepancies between company records and customer statements.
  </li>
  <li>
   Work with internal teams to validate disputed transactions and ensure proper adjustments where required.
  </li>
 </ul>
 <p>
  <strong>
   Claims &amp; Deductions Management
  </strong>
 </p>
 <ul>
  <li>
   Review and validate customer deductions related to trade promotions, rebates, or marketing activities.
  </li>
  <li>
   Coordinate with Trade Marketing and Sales teams to confirm the legitimacy of claims and supporting documentation.
  </li>
  <li>
   Track claims status and ensure timely processing of approved claims and credit notes.
  </li>
  <li>
   Maintain clear documentation and audit trails for all claim-related transactions.
  </li>
 </ul>
 <p>
  <strong>
   Customer Engagement
  </strong>
 </p>
 <ul>
  <li>
   Conduct onsite customer visits when required to review outstanding balances, reconcile accounts, and resolve disputes.
  </li>
  <li>
   Maintain professional relationships with customer finance teams to facilitate faster dispute resolution and collections.
  </li>
  <li>
   Support key account reconciliation meetings and periodic financial reviews with customers.
  </li>
 </ul>
 <p>
  <strong>
   Cross-Functional Coordination
  </strong>
 </p>
 <ul>
  <li>
   Act as a liaison between Customer Finance, Sales, Trade Marketing, and Customer Service to resolve financial issues impacting customer accounts.
  </li>
  <li>
   Ensure that trade activities and promotional agreements are properly documented and reflected in financial records.
  </li>
  <li>
   Support alignment between commercial agreements and financial postings.
  </li>
 </ul>
 <p>
  <strong>
   Reporting &amp; Analysis
  </strong>
 </p>
 <ul>
  <li>
   Prepare customer aging reports and reconciliation summaries.
  </li>
  <li>
   Track trends in customer deductions, disputes, and claims.
  </li>
  <li>
   Provide insights to management on recurring issues impacting collections or claim processing.
  </li>
 </ul>
 <p>
  <strong>
   Compliance &amp; Process Discipline
  </strong>
 </p>
 <ul>
  <li>
   Ensure adherence to internal credit policies, approval processes, and financial controls.
  </li>
  <li>
   Maintain organized records of customer reconciliations, claims documentation, and communication with customers.
  </li>
  <li>
   Support initiatives to improve AR processes, claims management, and reporting accuracy.
  </li>
 </ul>
 <p>
  <strong>
   Qualifications &amp; Skills
  </strong>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s degree in Finance or Accounting
  </li>
  <li>
   Any progress on Professional Finance certifications (CMA, CPA, CFA) will be highly regarded
  </li>
  <li>
   3+ years of experience in Accounts Receivable, Customer Finance, or Credit Control.
  </li>
  <li>
   Experience with customer reconciliations, trade claims, and deduction management is preferred.
  </li>
  <li>
   Familiarity with ERP systems (preferably SAP) and strong Excel skills.
  </li>
  <li>
   Strong analytical and problem-solving abilities with attention to detail.
  </li>
  <li>
   Ability to communicate effectively with both internal stakeholders and external customers.
  </li>
  <li>
   Comfortable conducting customer meetings and onsite visits when required.
  </li>
  <li>
   Ability to manage multiple issues simultaneously in a fast-paced commercial environment.
  </li>
 </ul>
 <p>
 </p>
</div>


Customer Finance Speciailist

Ethics HR

<p><b>Job Responsibilities:</b></p><ul><li>Chasing customers for payment by phone and email.</li><li>Handling daily management process to track the cash collection throughout the month, with clear notes.</li><li>Maintain customer master data &amp; customer credit checks using the DoA to obtain approval before setting the new customer profile.</li><li>Handling customer queries; making sure they are rooted to the correct department to investigate &amp; resolve.</li><li>Ensure customer accounts are reconciled; including withholding tax /exchange rate/ bank charges.</li><li>Managing the month end process and reporting.</li><li>Identifying and escalating potential bad debts to management.</li><li>Leading the daily, weekly &amp; monthly catch meetings with customers &amp; internal customers.</li><li>Account escalations and legal processing.</li><li>Put customers on stop where necessary and communicate this to relevant departments.</li><li>Assisting the Head of Credit EMEA &amp; SEA with the development and implementation of policies and processes including but not limited to, credit policy, payment terms, credit balance processes, bad debt provision and other process documents.</li></ul><p><b>Job Requirements:</b></p><ul><li>Fluency in English &amp; French.</li><li>Background in credit control is essential.</li><li>CICM Qualification or studying towards / desire to study.</li><li>Effective management and communication.</li><li>Ability to manage a large debtors list.</li><li>Ability to build strong trusted relationships.</li><li>Time management and prioritisation skills.</li><li>Ability to use own initiative and think &lsquo;outside the box&rsquo;.</li><li>Excellent face to face and telephone manner, with strong written and oral communication skills.</li><li>Is adaptable and able to respond to business needs in a fast-paced environment.</li><li>Can look for continuous improvement of reporting and controls.</li><li>Is a self-starter who can work independently and as part of a team.</li><li>Is pragmatic, analytically minded and a logical thinker.</li><li>Able to adapt a 'firm but fair' approach.</li></ul><p>Job Type: Full-time</p><p>Work Location: In person</p>

Credit Contoller

Contentsquare

<div>
 Contentsquare is the all-in-one experience intelligence platform designed to be easily used by anyone who cares about digital journeys. With our flexible and scalable platform, organizations quickly get a deep understanding of their customers&rsquo; whole online journey.
 <br/>
 <br/>
 We are a global leader in the experience analytics space, with a growing presence across 15 offices worldwide. We&rsquo;re here to stay&mdash;and we&rsquo;re looking for team members who are excited to drive impact and help us scale even further.
 <br/>
 <br/>
 Our aim is to create an inclusive workplace where everyone learns and succeeds. Contentsquare has built a community of individuals who are daring, understanding, and deliberate. We invite you to join us in making the complex simpler&mdash;for our customers, their customers, and each other.
 <br/>
 <br/>
 <em>
  Important note: Be careful of scammers pretending to be from Contentsquare. We will never ask for money or contact you through random texts. Any communication from our in house Talent Acquisition team will only ever come from our contentsquare.com or @contentsquare-ext.com domain. For more information, visit our careers blog.
  <br/>
  <br/>
 </em>
 We are looking for a proactive, detail-oriented
 <strong>
  Cash Collection Specialist
 </strong>
 to join our
 <strong>
  Order-to-Cash team in Egypt
 </strong>
 . In this role, you will manage a portfolio of customer accounts, drive timely collections, support dispute resolution, and help optimize cash flow performance across multiple regions.
 <br/>
 <br/>
 This is a great opportunity for a finance professional with
 <strong>
  2 to 5 years of experience
 </strong>
 in
 <strong>
  accounts receivable, cash collection, or credit control
 </strong>
 who is eager to grow in a fast-paced, international environment.
 <br/>
 <br/>
 <strong>
  What You&rsquo;ll Do
  <br/>
  <br/>
 </strong>
 You will play a key role in securing cash collections and maintaining healthy customer accounts by:
 <br/>
 <br/>
 <ul>
  <li>
   Managing collections activities for an assigned portfolio of customer accounts across multiple regions
  </li>
  <li>
   Following up on overdue invoices through calls, emails, and formal written communication in English and French
  </li>
  <li>
   Building strong relationships with customers to accelerate payments and support effective dispute resolution
  </li>
  <li>
   Partnering closely with Sales, Customer Service, and Finance teams to investigate and resolve billing issues
  </li>
  <li>
   Monitoring customer credit exposure and escalating potential risks when needed
  </li>
  <li>
   Contributing to monthly cash collection targets and helping reduce Days Sales Outstanding (DSO)
  </li>
  <li>
   Keeping collection records accurate, complete, and up to date
  </li>
  <li>
   Preparing regular reporting on collection performance, account status, and key risk areas
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What we&rsquo;re looking for
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   2 to 5 years of experience in cash collection, accounts receivable, or credit control
  </li>
  <li>
   Fluency in English and French, both written and spoken
  </li>
  <li>
   Strong communication and negotiation skills with a customer-focused approach
  </li>
  <li>
   Solid proficiency in MS Office, especially Excel
  </li>
  <li>
   Experience with ERP systems is a plus
  </li>
  <li>
   Strong organizational skills with the ability to manage multiple priorities and meet deadlines in a dynamic environment
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Why you should join Contentsquare
  <br/>
  <br/>
 </strong>
 We invest in our people through career development, mentorship, social events, philanthropic activities, and competitive benefits. We are always assessing the perks we offer to ensure we&rsquo;re aligned with the employees' needs.
 <br/>
 <br/>
 Here are a few we want to highlight:
 <br/>
 <br/>
 <ul>
  <li>
   Virtual onboarding, Hackathon, and various opportunities to interact with your team and global colleagues both on and offsite each year
  </li>
  <li>
   Work flexibility: hybrid and remote work policies
  </li>
  <li>
   Generous paid time-off policy (every location is different)
  </li>
  <li>
   Lifestyle allowance
  </li>
  <li>
   A Culture Crew in every country we&rsquo;re based in to coordinate regular activities for employees to get to know each other and bond outside of work
  </li>
  <li>
   Every full-time employee receives stock options, allowing them to share in the company&rsquo;s success
  </li>
  <li>
   We have multiple Employee Resource Groups, that offer a safe space for individuals who share common identities, life experiences, or allyship to connect, support one another, and passionately advocate for the issues close to their hearts
  </li>
  <li>
   And more benefits tailored to each country
   <br/>
   <br/>
  </li>
 </ul>
 <em>
  Contentsquare is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to sex, gender identity or expression, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.
  <br/>
  <br/>
 </em>
 <em>
  Your personal data is used by Contentsquare for recruitment purposes only. Read our
 </em>
 <em>
  Job Candidate Privacy Notice
 </em>
 <em>
  to find out more about data protection at Contentsquare and your rights. You can exercise your rights by using our dedicated Data Subject Rights Portal
 </em>
 <em>
  here
 </em>
 <em>
  .
  <br/>
  <br/>
 </em>
 <em>
  Your personal data will be securely stored in our hosting provider&rsquo;s data center in Oregon (US west). We have implemented appropriate transfer mechanisms under applicable data protection laws.
  <br/>
  <br/>
 </em>
 <em>
  Contentsquare may use AI-assisted tools to help review and screen applications. All decisions involving hiring are made by human reviewers, and your personal data will be processed in accordance with our
 </em>
 <em>
  Candidate Privacy Policy
 </em>
 <em>
  .
  <br/>
  <br/>
 </em>
 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
</div>


Cash Collection Specialist

<div><div>Contentsquare is the all-in-one experience intelligence platform designed to be easily used by anyone who cares about digital journeys. With our flexible and scalable platform, organizations quickly get a deep understanding of their customers&rsquo; whole online journey.</div><div></div><div><br>
We are a global leader in the experience analytics space, with a growing presence across 15 offices worldwide. We&rsquo;re here to stay&mdash;and we&rsquo;re looking for team members who are excited to drive impact and help us scale even further.</div><div></div><div><br>
Our aim is to create an inclusive workplace where everyone learns and succeeds. Contentsquare has built a community of individuals who are daring, understanding, and deliberate. We invite you to join us in making the complex simpler&mdash;for our customers, their customers, and each other.</div><div></div><div><i><br>
Important note: Be careful of scammers pretending to be from Contentsquare. We will never ask for money or contact you through random texts. Any communication from our in house Talent Acquisition team will only ever come from our </i><i>contentsquare.com</i><i> or @contentsquare-ext.com domain. For more information, visit our careers blog.</i></div><div></div><div><br>
<div>
We are looking for a proactive, detail-oriented <b>Cash Collection Specialist</b> to join our <b>Order-to-Cash team in Egypt</b>. In this role, you will manage a portfolio of customer accounts, drive timely collections, support dispute resolution, and help optimize cash flow performance across multiple regions.</div>
<div></div>
<div>This is a great opportunity for a finance professional with <b>2 to 5 years of experience</b> in <b>accounts receivable, cash collection, or credit control</b> who is eager to grow in a fast-paced, international environment.</div>
<h2 class="jobSectionHeader"><b><i>What you&rsquo;ll do</i></b></h2>
<div>You will play a key role in securing cash collections and maintaining healthy customer accounts by:</div>
<ul><li>Managing collections activities for an assigned portfolio of customer accounts across multiple regions</li>
<li>Following up on overdue invoices through calls, emails, and formal written communication in <b>English and French</b></li>
<li>Building strong relationships with customers to accelerate payments and support effective dispute resolution</li>
<li>Partnering closely with <b>Sales, Customer Service, and Finance</b> teams to investigate and resolve billing issues</li>
<li>Monitoring customer credit exposure and escalating potential risks when needed</li>
<li>Contributing to monthly cash collection targets and helping reduce <b>Days Sales Outstanding (DSO)</b></li>
<li>Keeping collection records accurate, complete, and up to date</li>
<li>Preparing regular reporting on collection performance, account status, and key risk areas</li>
</ul><h2 class="jobSectionHeader"><b><i>What we&rsquo;re looking for</i></b></h2>
<ul><li><b>2 to 5 years of experience</b> in cash collection, accounts receivable, or credit control</li>
<li><b>Fluency in English and French</b>, both written and spoken</li>
<li>Strong communication and negotiation skills with a customer-focused approach</li>
<li>Solid proficiency in <b>MS Office</b>, especially <b>Excel</b></li>
<li>Experience with <b>ERP systems</b> is a plus</li>
<li>Strong organizational skills with the ability to manage multiple priorities and meet deadlines in a dynamic environment</li>
</ul></div><div><b>Why you should join Contentsquare</b></div><div>
We invest in our people through career development, mentorship, social events, philanthropic activities, and competitive benefits. We are always assessing the perks we offer to ensure we&rsquo;re aligned with the employees' needs.</div><div></div><div><br>
Here are a few we want to highlight:</div><ul><li>Virtual onboarding, Hackathon, and various opportunities to interact with your team and global colleagues both on and offsite each year</li><li>Work flexibility: hybrid and remote work policies</li><li>Generous paid time-off policy (every location is different)</li><li>Lifestyle allowance</li><li>A Culture Crew in every country we&rsquo;re based in to coordinate regular activities for employees to get to know each other and bond outside of work</li><li>Every full-time employee receives stock options, allowing them to share in the company&rsquo;s success</li><li>We have multiple Employee Resource Groups, that offer a safe space for individuals who share common identities, life experiences, or allyship to connect, support one another, and passionately advocate for the issues close to their hearts</li><li>And more benefits tailored to each country</li></ul><div></div><div><i><br>
Contentsquare is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to sex, gender identity or expression, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.</i></div><div></div><div><i><br>
Your personal data is used by Contentsquare for recruitment purposes only. Read our </i><i>Job Candidate Privacy Notice</i><i> to find out more about data protection at Contentsquare and your rights. You can exercise your rights by using our dedicated Data Subject Rights Portal </i><i>here</i><i>.</i></div><div></div><div><i><br>
Your personal data will be securely stored in our hosting provider&rsquo;s data center in Oregon (US west). We have implemented appropriate transfer mechanisms under applicable data protection laws.</i></div><div></div><div><i><br>
Contentsquare may use AI-assisted tools to help review and screen applications. All decisions involving hiring are made by human reviewers, and your personal data will be processed in accordance with our </i><i>Candidate Privacy Policy</i><i>.</i></div>
<p>
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.</p></div>

WebBeds

<div><p><b>About WebBeds</b></p>
<p>
Launched in 2013, WebBeds is a global marketplace for the travel trade, providing powerful distribution solutions that make selling and buying travel products easier. It sources accommodation and destination services from travel suppliers, aggregates and merchandises that content in the WebBeds platform, then distributes it to its global network of travel trade buyers, who sell to the travelling public.</p>
<p>
Hotels and other suppliers - global and regional hotel chains, independent hotels, apartments, resorts, attractions, transfer and sightseeing companies and more - can sell their products to a global network of online and offline travel buyers through robust solutions that provide greater inventory control to simplify distribution, and leverage WebBeds enhanced analytics to inform inventory optimisation choices &ndash; saving costs and increasing revenue.</p>
<p>
Travel buyers - online travel agencies, retail travel agents, corporate travel managers, tour operators, wholesalers, tourism boards, super apps, DMC&rsquo;s, group providers, airlines and more - can integrate the hundreds of thousands of hotels and ground services in the WebBeds marketplace through simple and seamless API connectivity, or they can search, shop and book online through one of WebBeds trade only booking sites.</p>
<p>
WebBeds operates globally through four geographic regions &ndash; Europe, Asia Pacific, MEA (Middle East and Africa) and Americas - with over 1,900 travel professionals working in 120 cities across 50 countries worldwide.</p>
<p>
Find out more about the WebBeds business at www.webbeds.com<br>
WebBeds is a travel brand of the Web Travel Group (ASX: WEB).</p><p><br>
<b>
In this role you will :</b></p>
<p>
As a Financial Operations Specialist you will hold the primary objective of furnishing invaluable financial analysis and support to WebBeds' Senior Finance and Commercial Management Reporting to MEA Financial Controller and with a dotted line connection to the Global Credit Control and Credit Risk Director. The specific focus lies in providing insightful financial assistance concerning the AP and AR ledgers for the Group, thereby contributing to informed decision-making. Integral tasks involve ensuring the consistent treatment of AP and AR metrics across all Group ledgers, generating standardized reports, critically evaluating debt and creditor reports, and conducting value-add analysis to support management decisions.</p><p></p><p><b><br>
Key responsibilities</b></p>
<ul>
<li>Understanding of day-to-day finance operations, specifically accounts payable and accounts receivable.
</li><li>Champion automation and digital transformation initiatives to reduce manual dependencies and improve reporting timelines.
</li><li>Ensure monthly, half-year, and annual operational finance closing and reports for senior leadership.
</li><li>Work closely with internal and external auditors to support annual audits and ensure IFRS compliance. Ensure internal controls are implemented and followed.
</li><li>Update ECL matrix as at half -year and year-end to ensure IFRS compliance and calculation of any other provisions related to O2C and P2P balances and processes.
</li><li>Propose O2C and P2P processes improvements to increase efficiency and effectiveness
</li><li>Generate reconciliations that bridge the gap between reported aged debtors and creditors figures with the Trial Balance and accounts, demonstrating a dedicated and systematic approach to reconciliation and reinforcing the value of accountability.
</li><li>Review DSO and DPO calculations for the company and align these metrics with locally sourced regional data, fostering a culture centered around analytics-driven decision-making and innovation.
</li><li>Offer insightful analysis across platforms, regions, destinations, and supply/sales channel categories, contributing to ongoing advancement and mitigating risk.
</li><li>Act as a point of contact for any queries with other finance teams, specifically with O2C and P2C teams, promoting open communication and collaboration.
</li><li>To be the liaison with WebBeds auditors and provide them the necessary information in a timely manner regarding Trade debtors and Trade creditors balances and its analysis, showcasing a commitment to compliance and professionalism. Support O2C and P2P in the external audits.
</li><li>Overseeing the Customers and Suppliers ORC process, accruals accounting procedure, P&amp;L analysis, payments, and accruals balance reconciliation, showcasing a diligent work ethic focused on attention to detail.
</li><li>Account for Reciprocals and MOR balance sheet reclassification, embodying compliance with accounting standards and showcasing attention to even the smallest mistakes.
</li><li>To be the coordinator and representative on various Accounting projects in collaboration with other teams like Digitalization, Automation etc.</li></ul>
<p><b>
The skills we would love to see in your suitcase!</b></p>
<ul><li>
4&ndash;7 years of relevant experience, with at least 2-3 years managing AR/AP operations
</li><li>Bachelor&rsquo;s degree in finance, Accounting, Business Administration or a related discipline.
</li><li>Solid grasp of technical accounting principles
</li><li>Proficiency in utilizing a structured ERP system, preferably SAP
</li><li>Advanced knowledge of Excel, PowerBi
</li><li>Exceptional ability in financial reporting and analysis
</li><li>High level of judgement and discretion
</li><li>Proven aptitude for cultivating positive relationships and engaging individuals across all organizational tiers
</li><li>Highly adaptable to a dynamic business environment
</li><li>Highly motivated with a methodical approach to resolving emerging challenges
</li><li>Keen problem-solving skills coupled with meticulous attention to detail
</li><li>Effective and professional communication skills, both written and oral
</li><li>Fluent English communication skills, both written and oral
</li><li>Strong multitasking abilities, skilled in prioritization and meeting deadlines
</li><li>Proficient at fostering collaborative relationships with other business sectors, and thrive in a team-oriented setting</li></ul>
<p><b>
Why choose us as your next destination?</b></p>
<p>
We are super proud of our dedicated team of friendly, energetic &amp; passionate professionals. Our people are key to the success of our business &amp; everybody at WebBeds has their own unique role to play as we continue to drive the company forward.</p>
<p>
Over 50 different languages are spoken by our workforce, but whether working from offices in Dubai or London or out in the field in Johannesburg or Buenos Aires, we all share the common goal to take pride in what we do &amp; to deliver our partners with unbeatable service &amp; support.</p>
International highly skilled group of experts from all around the globe<ul>
Dynamic environment with the chance to grow, influence &amp; impact change
Disruptive, fast-growing market leader within travel &amp; endless possibilities
Culture built on collaboration empowerment and innovation</ul><p></p><p><br>
Find out more about the WebBeds business at www.webbeds.com - <b>#LI-Hybrid</b></p></div>

Finance Transactions Manager

Westreet credit union

<div><p>Welcome! We are excited that you are interested in a career with WeStreet Credit Union. Our credit union is rich in history, loyal membership, and community presence. Behind the scenes, we&rsquo;re an impactful alliance of sound business practices, visionaries, innovation, and sustainability. We are eager to be partners with upwardly mobile individuals willing to exercise our core values, demonstrate initiative, and further personal and professional goals. We are upholding our <b><i>good</i></b><b>,</b> on the road to our <b><i>great</i></b>, and seeking the <b><i>best</i></b> people to join our journey. If you&rsquo;re ready to push our good, drive our great, and be your best, allow us to present you with an opportunity.</p>
<p>
The Member Service Specialist is the face of the credit union to our members. This role is responsible for introducing members to new products, services and consumer loans and performing paying and receiving transactions, service and maintenance on existing accounts.</p>
<p><b>
PRIMARY RESPONSIBILITIES</b></p>
<ul>
<li>Embody the Credit Union&rsquo;s core values of Trust, Integrity, Teamwork and Making a Difference and model these values in all daily activity.</li>
<li>Use consultative selling techniques to analyze and provide solutions for members' financial needs and to make sales referrals to specialized areas of the credit union based on perceived and unperceived need.</li>
<li>Proactively makes outbound sales calls to inform members about a wide variety of financial services solutions that will meet their needs and deepen the member experience and relationship.</li>
<li>Open new membership accounts and business accounts. Make member directed modifications to accounts and perform paying and receiving transactions on members account.</li>
<li>When needed, represent the credit union at community events and be available to local businesses within the community when asked to do so.</li>
<li>Have strong knowledge of consumer and small business deposit accounts including compliance and regulatory requirements.</li>
<li>Have strong knowledge of consumer lending products (including home equity) including experience with reading, understanding, and interpreting credit reports.</li>
<li>Present a professional image in dress, speech, behavior, and attitude to create a positive first impression.</li>
<li>Work well under pressure and meet deadlines as expected.</li>
<li>Complete other projects and/or responsibilities as added at manager's discretion.</li>
<li>Comply with applicable laws and regulations, including but not limited to: OSHA, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.</li>
</ul>
<div><p>To perform the job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</p>
<p><b>
EDUCATION AND EXPERIENCE</b></p>
<ul>
<li>High school diploma or GED.</li>
<li>Must be a motivated, self-starter.</li>
<li>Experience meeting productivity goals while maintaining a passion for service, attention to detail, and effectively cross-selling credit union financial products.</li>
<li>Must have a minimum of two+ years retail sales and/or customer service experience.</li>
<li>Financial services experience preferred.</li>
<li>Previous teller and member service specialist and/or personal banker experience.</li>
<li>Bilingual skills are a plus, but not required.</li>
</ul>
<p><b>SKILLS AND COMPETENCIES</b></p>
<ul>
<li>Able to cross-sell members and potential members on credit union products and services.</li>
<li>Excellent communication, customer service, and interpersonal skills.</li>
<li>Able to demonstrate tact and professionalism in representing WeStreet with members.</li>
<li>Strong attention to detail.</li>
<li>Effectively follow-up and respond to common inquiries and issues from members.</li>
<li>Ability to work with mathematical concepts in practical situations.</li>
<li>Ability to use a computer keyboard and ten-key machine.</li></ul></div></div>

Member Service Specialist - Downtown

Champion Credit Union

<div><div><div><p>Champion Credit Union</p></div><div><p><br>
Position Title</p><p><br>
Financial Service Specialist</p></div><div><p><br>
Classification</p><p><br>
Nonexempt</p></div><div><p><br>
Adoption Date</p><p><br>
June 19, 2013</p></div><div><p><br>
Revision Date</p><p><br>
March 17, 2026</p></div><div><p><br>
Position Reports To</p><p><br>
Branch Manager</p></div><div><p><br>
Position Supervises</p><p><br>
None</p></div><div><p><br>
Eligible for Hybrid Remote Work</p><p><br>
No</p></div><br>
</div><p>
</p><p>Job Description Statement
</p><p>To provide exceptional member service through all delivery channels, processing member requests such as account opening and maintenance, phone inquiries, loan requests, and all other services related to credit union products.</p><p>
</p><p>This position is designated as a float role and provides coverage across multiple branch locations based on staffing and operational needs.
</p><p></p><p>Credit Union Branch Staff Standards</p><ul><li>
Represents the Credit Union in a courteous and professional manner.</li><li>
Assumes responsibility for establishing and maintaining effective, professional business relationships with members. Ensures members are greeted and welcomed to the credit union in a friendly and professional manner.</li><li>
Complies with credit union operations and security procedures by participating in dual-control functions and by maintaining awareness of all credit union safety and security policies and procedures.
</li><li>Understands and complies with branch opening and closing procedures.</li><li>
Maintain thorough understanding of products and services and ensures that all members are informed as needed.</li><li>
Proactively promote and cross-sell products and services based on member needs.</li><li>
Maintains privacy of member account information.</li><li>
Ensures that the Credit Union&rsquo;s quality reputation is maintained and protected.</li><li>
Ensures work area is clean, secure, and well-maintained.
</li><li>Ensures that member requests and questions are promptly resolved.</li><li>
Actively promotes a positive team environment within the branch and with other departments to ensure delivery of high-quality service.</li><li>
Contribute to team effort by participating in credit union events, promotions, etc. and by projecting a positive attitude to members and staff always.</li><li>
Attends meetings and in-house training, as required.</li></ul><p>
</p><p>Essential Duties and Responsibilities
</p><ul><li>Provides branch coverage across multiple locations, including temporary and short-notice assignments, to support staffing needs and ensure continuity of member service.</li><li>
Provides member service by taking and processing account and loan applications.</li><li>
Provides accurate and detailed recommendation write-ups, consistent with CCU loan policies, to the Consumer Credit Department to expedite the decision-making process.
</li><li>Provides excellent member service by resolving member problems.</li><li>
Educate members on available credit union services and make recommendations based on their needs.</li><li>
Services all member requests related to branch operations.</li><li>
Ensures all policy and regulatory documentation is completed thoroughly and accurately.</li><li>
Performs all Member Service Specialist functions as needed.</li><li>
Maintains professional and technical knowledge by participating in educational opportunities as necessary.</li><li>
Complies with all governing regulations, specifically the Bank Secrecy Act (BSA), OFAC and the Patriot Act requirements. Understands and complies with all state and federal regulations and laws.
</li><li>Performs any and all duties assigned by supervisor.</li></ul><p>
</p><p>Required/Performance Skills/Abilities</p><ul><li>
Regular travel between branch locations is required.</li><li>
Reliable transportation and the ability to respond to travel needs on short notice or as scheduled are required.</li><li>
Strong time management skills with the ability to multitask and coordinate several responsibilities simultaneously.</li><li>
Demonstratesa polished, professional appearance in accordance with company dress code standards.</li><li>
Technologically proficient; confident in using core systems and standard office software.</li><li>
Ability to collaborate with all levels and departments of the organization.</li><li>
Demonstrates exceptional attention to detail and commitment to operational accuracy.</li><li>
Clear, effective communicator in both verbal and written forms.
</li><li>Builds and maintains positive relationships with members and coworkers; handles questions and concerns professionally and promptly.
</li><li>Flexible, dependable, and able to adapt in a fast-paced environment.
</li><li>Capable of working independently with minimal supervision.
</li><li>Strong knowledge of financial products and services.</li><li>
Strong analytical and decision-making abilities; able to quickly assess situations, determine appropriate responses, and remain composed under pressure.
</li><li>Demonstrates the highest standards of ethics, integrity, and professionalism.
</li></ul><p>Education and/or Experience</p><ul><li>
High School graduate or equivalent.
</li><li>Two or four-year business degree preferred.
</li><li>Related lending experience preferred.</li></ul><p>
</p><p>Certificates, Licenses, Registrations</p><ul><li>
Notary Public may be required based on need.</li></ul></div>

Financial Service Specialist

Search 10000+ Credit control specialist jobs near you this March. New roles added regularly across leading industries. Apply today.

10000 credit control specialist jobs Near Me

Customer Finance Speciailist

Credit Contoller

Cash Collection Specialist

Cash Collection Specialist

Finance Transactions Manager

Member Service Specialist - Downtown

Financial Service Specialist