order to cash specialist

Zones

<div>Description 
 
 
Company Overview: 
When it comes to IT solution providers, there are a lot of choices. But when it comes to providers with innovative and differentiating end-to-end service offerings, there&rsquo;s really only one: Zones &ndash; First Choice for IT.TM
Zones is a Global Solution Provider of end-to-end IT solutions with an unmatched supply chain. Positioned to be the IT partner you need, Zones, a Minority Business Enterprise (MBE) in business for over 35 years, specializes in Digital Workplace, Cloud &amp; Data Center, Networking, Security, and Managed/Professional/Staffing services. Operating in more than 120 countries, leveraging a robust portfolio, and utilizing the highest certification levels from key partners, including Microsoft, Apple, Cisco, Lenovo, Adobe, and more, Zones has mastered the science of building digital infrastructures that change the way business does business ensuring whatever they need, they can Consider IT Done. Follow Zones, LLC on Twitter @Zones, and LinkedIn and Facebook.
Position Overview: 
The O2C Analyst (Order-to-Cash) is responsible for supporting receivables operations including invoicing, collections follow-ups, queue management and account reconciliation to ensure accurate customer balances and timely cash inflows. The role involves actively tracking outstanding invoices, resolving billing and payment discrepancies, and maintaining clean and up-to-date customer accounts. 
What you&rsquo;ll do as an O2C Specialist (Order-to-Cash): 
Employees employed in the role of O2C Specialist (Order-to-Cash) shall be required to apply their independent mind and demonstrate intellectual abilities in their decision-making.
The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.<ul><li>
Proactively manage and follow up on high complexity accounts &amp; overdue customer invoices, driving collections through structured, policy‑compliant communication via email and phone</li><li>
Investigate, analyze, and resolve billing disputes related to pricing variances, deductions, short payments, and invoicing errors, ensuring timely and well-documented resolution</li><li>
Review and release sales orders held in the credit queue, validating credit limits, approvals, contractual terms, and required documentation in line with credit and compliance policies</li><li>
Perform cash application activities, ensuring customer receipts are accurately applied to invoices and discrepancies are investigated and resolved</li><li>
Conduct detailed customer account reconciliations and clear open, aged, or mismatched balances to maintain accurate AR records</li><li>
Monitor Accounts Receivable aging trends, focusing on reduction of overdue and high‑risk receivables through targeted follow‑up and escalation</li><li>
Track, research, and resolve short payments, deductions, and unapplied cash items in coordination with Sales, Billing, Cash Application, and other internal teams</li><li>
Serve as a point of contact for customer AR inquiries, partnering with Sales and cross‑functional stakeholders to resolve issues impacting invoicing, payments, and collections</li><li>
Maintain complete and accurate documentation of customer communications, actions taken, approvals, and resolutions within the ERP/CRM systems</li><li>
Take ownership of complex disputes, escalations, and long‑outstanding receivables, ensuring appropriate escalation, risk visibility, and resolution strategies are applied</li><li>
Support compliance, audit, and internal control requirements by ensuring adherence to standard operating procedures, segregation of duties, and documentation standards</li></ul>
What you will bring to the team:
Requirements<ul><li>
3 &ndash; 4 years of experience in Accounts Receivable / O2C</li><li>
Strong experience handling:
<ul><li>Collections and follow-ups
</li><li>Customer disputes and payment issues
</li></ul></li><li>Ability to manage overdue balances and escalation cases
</li><li>Understanding of AR aging and payment behavior
</li><li>Experience working with ERP systems
</li><li>Strong communication and follow-up skills
</li></ul>Education<ul><li>
Bachelor&rsquo;s degree in Accounting, Finance, Business Administration (Finance preferred), or an equivalent field
</li></ul>Zones offers a comprehensive Benefits package
At Zones, we are committed to fostering an inclusive and diverse workplace where every team member is valued and supported. We offer life insurance, optional health insurance, EOBI, and a voluntary pension scheme in line with Company policy. Employees also enjoy additional perks such as Complimentary meals, and access to our in-house gym.
We take pride in being an equal opportunity employer and remain dedicated to maintaining a workplace free from discrimination of any kind. If you are passionate about driving innovation in IT, sales, engineering, or operations, Zones provides a dynamic and collaborative environment to help you grow your career.
All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, age, genetic information, or pregnancy.
#LI-SY1</div>

O2C Specialist

L'Oréal

A Day in the Life
 
As a Customer Care Specialist in our Cairo-based Supply Chain team, you will be the central point of contact for our internal partners and external suppliers, ensuring a seamless and efficient order-to-cash process. You will play a crucial role in upholding our standard of service and driving operational excellence.
 
In this role, you will: 
<ul>
<li>Manage the Order-to-Cash Cycle: Oversee the entire process from order entry to final delivery, ensuring accuracy and timeliness to meet our business needs.</li>
<li>Be a Key Collaborator: Act as the primary liaison between internal teams, such as Sales and Finance, and our external suppliers to foster strong, productive relationships and ensure smooth operations.</li>
<li>Solve Problems Proactively: Identify, investigate, and resolve any issues related to orders, deliveries, or invoicing, implementing effective solutions to prevent reoccurrence.</li>
<li>Drive Process Improvement: Analyze current customer care workflows and contribute to projects aimed at enhancing efficiency, service quality, and stakeholder satisfaction.</li>
</ul>
We Are Looking For
 
We are seeking a detail-oriented and collaborative individual with a knack for building relationships and a drive for operational excellence. Your ability to navigate complex processes and communicate effectively will be key to your success.
 
You're a great match if you have: 
<ul>
<li>A degree in Business, Supply Chain, Engineering, or a related field.</li>
<li>Excellent Stakeholder Management skills to build and maintain strong partnerships.</li>
<li>A commitment to Operational Excellence and ensuring smooth supply chain flows.</li>
<li>A strong sense of Customer Centricity in all your interactions.</li>
<li>Proven Problem-Solving abilities to address challenges effectively.</li>
<li>Effective Communication skills, with fluency in English.</li>
</ul>
What’s In It For You
 
<ul>
<li>A place for you to leave your comfort zone and grow beyond your potential (here, you’ll be encouraged to try new things and take risks!)</li>
<li>Real responsibility from day 1, there’s no sitting on the sidelines at L’Oréal.</li>
<li>An environment where people of every ethnicity, social background, age, religion, gender and sexual orientation as well as people with disabilities are accepted, can speak up, will thrive and are celebrated!</li>
<li>A place where you can contribute to something bigger! Many of our brands have societal/environmental causes to make concrete difference.</li>
</ul>
Who We Are
 
Join us at L’Oréal, the world's #1 beauty company present in over 150 markets. For over a century, we have been transforming; fueled by data, tech, innovation, and science. Together, we tackle big challenges while making sure we stay committed to making the world a more inclusive and a better place for everyone & our planet.
 
Our daring Operations team of thousands of exceptional minds don’t just work on complex challenges; They help create sustainable and inclusive beauty alongside our partners by crafting, innovating, sourcing, producing, and delivering millions of products and services that touch every corner of the globe.
 
We’re committed to guaranteeing inclusive recruitment processes and to advocating for hiring and promoting each candidate in an ethical and equitable way. The Group strictly prohibits discrimination against any applicant for employment because of the individual’s gender identity or expression, sexual orientation, visible and/or invisible disabilities, socio-economic and/or multicultural origins, health conditions, age, religion, or any other characteristics protected by law.

Customer Care Specialist

Mondelēz International

<div><div>Job Description
Are You Ready to Make It Happen at Mondelēz International?
Join our Mission to Lead the Future of Snacking. Make It Possible.
You will be responsible for order modification and allocation of available stock to customer orders when stock is constrained, delivering against service and fill rate targets.
How you will contribute
You will:<ul><li>
Manage the order fulfilment process, respecting the customer segment and channel mix</li><li>
Balance supply constraints and delivery of service levels through cross-functional alignment</li><li>
Use appropriate tools and processes such as availability checks and stock allocation rules</li><li>
Effectively manage new product introductions and product withdrawals to maximize sales and to minimize write-offs</li></ul>
What you will bring
A desire to drive your future and accelerate your career and the following experience and knowledge:<ul><li>
Good numerical, analytical and logical reasoning skills</li><li>
Microsoft office applications</li><li>
High-level of SAP competence</li><li>
An FMCG/CPG company</li><li>
A customer-facing role within customer service, logistics or sales</li><li>
Experience in an order-to-cash environment</li><li>
Experience in customer service, logistics and sales</li><li>
Good knowledge of the total supply chain/order-to-cash process</li><li>
Strong analytical and problem-solving skills</li></ul>
More about this role
What extra ingredients you will bring:<ul><li>
You should have experience in total supply chain/order-to-cash processes</li><li>
You should have high-level of SAP competence and SAP transactions knowledge</li></ul>
Relocation Support Available?
No Relocation support available
Business Unit Summary<div>
We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is right for you, we encourage you to apply!</div><div></div><div>
Our people make all the difference in our succes</div>
Mondelēz International is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation or preference, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Excited to grow your career?
We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is right for you, we encourage you to apply!
IF YOU REQUIRE SUPPORT TO COMPLETE YOUR APPLICATION OR DURING THE INTERVIEW PROCESS, PLEASE CONTACT THE RECRUITER
Job Type
Regular
Order Management (OTB)
Customer Service &amp; Logistics</div></div>

Order Management Specialist

Riyadh Air

<div>About the Company:
<div>
Riyadh Air (RX), headquartered in the Saudi Capital, is the new national airline that's shaping the future of flying. It seeks to lead the aviation industry by transforming Saudi Arabia into a global aviation and trade hub - a digitally native airline that will connect the kingdom to more than 100 destinations.</div>
About the Role:
<div>
Are you a detail‑oriented finance professional with experience across billing, collections, and cash application? 
In this role, you will support the end‑to‑end Order‑to‑Cash cycle by ensuring accuracy, completeness, and timeliness across billing, accounts receivable, credit control, and collections activities. You will review and validate customer orders, generate invoices, process adjustments, and ensure alignment between order data, contractual terms, and financial records. 
You will be responsible for applying customer payments, monitoring aging balances, supporting collections activities, and resolving invoice or payment discrepancies. The role requires close coordination with sales, order management, operations, and finance teams to maintain process continuity and protect revenue integrity. 
You will also contribute to month‑end closing activities, maintain proper documentation, comply with financial controls and policies, and support continuous improvement initiatives across AR and Order‑to‑Cash processes. This role plays an important part in supporting cash flow, reducing risk, and maintaining high standards of financial accuracy. 
This is an excellent opportunity to contribute to a finance environment where strong receivables management supports operational efficiency and financial control.</div>
About You:
<div>
Degree qualified, you will have a minimum of 4 years of experience in accounts receivable, credit monitoring, billing, cash application, collections, dispute management, or order management. You will bring working knowledge of Order‑to‑Cash processes and hands‑on experience supporting AR operations in a structured finance environment. 
You are expected to have working knowledge of ERP financial systems and solid proficiency in Excel and MS Office tools. Exposure to credit control, risk assessment, and customer account reconciliation. Experience supporting audit or control activities. 
You will demonstrate strong attention to detail, analytical thinking, and the ability to manage priorities in a fast‑paced environment. Clear communication skills and the ability to collaborate effectively with internal stakeholders and external customers are essential. 
This is your opportunity to shape the future of air travel. Bring your best and show us why you can own this position within Riyadh Air. 
Please submit your application by clicking on the Apply button. Our Talent Acquisition team will be reviewing applications shortly.</div></div>

Accounts Receivable Officer

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.
 
 
 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.
 
 
 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.
 
 
 
 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.
 
 
 
 We are looking for a proactive, detail-oriented
 
 Cash Collection Specialist
 
 to join our
 
 Order-to-Cash team in Egypt
 
 . 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.
 
 
 This is a great opportunity for a finance professional with
 
 2 to 5 years of experience
 
 in
 
 accounts receivable, cash collection, or credit control
 
 who is eager to grow in a fast-paced, international environment.
 
 
 
 What You&rsquo;ll Do
 
 
 
 You will play a key role in securing cash collections and maintaining healthy customer accounts by:
 
 
 <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
 
 
 </li>
 </ul>
 
 What we&rsquo;re looking for
 
 
 
 <ul>
 <li>
 2 to 5 years of experience in cash collection, accounts receivable, or credit control
 </li>
 <li>
 Fluency in English, 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
 
 
 </li>
 </ul>
 
 Why you should join Contentsquare
 
 
 
 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.
 
 
 Here are a few we want to highlight:
 
 
 <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>
 
 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.
 
 
 
 
 Your personal data is used by Contentsquare for recruitment purposes only. Read our
 
 
 Job Candidate Privacy Notice
 
 
 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
 
 
 here
 
 
 .
 
 
 
 
 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.
 
 
 
 
 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
 
 
 Candidate Privacy Policy
 
 
 .
 
 
 
 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

Alnafitha IT

<div>
 
 
 
 Business Overview:
 
 
 
 
 
 Alnafitha IT is a leading independent provider of IT services and solutions in Saudi Arabia, founded in 1993.
 
 
 
 As a fully Saudi-owned company, we have established ourselves from a startup business to a market leader, offering a comprehensive range of IT solutions tailored to meet the unique requirements of our clients.
 
 
 
 Our expertise spans across various domains, including Microsoft, AWS, ManageEngine, and Zoho Solutions, ensuring that we deliver strategic IT solutions that drive digital transformation and operational excellence to our clients.
 
 
 
 With over 30 years of experience, Alnafitha IT has successfully completed more than 4,000 projects, serving over 3,000 satisfied customers, and collaborating with 65+ partners.
 
 
 
 Our commitment to excellence is evident in our customer-centric approach, which emphasizes engagement, collaboration, and a relentless pursuit of quality in every interaction
 
 
 
 Our vision is to be the Kingdom's most customer-centric provider for digital transformation and consultation, fostering innovation and excellence in all our solutions. We are dedicated to optimizing operational efficiency and ensuring effective resource utilization to enhance customer satisfaction and profitability
 
 
 
 At Alnafitha IT, we believe in empowering our employees and nurturing their growth, which is essential for driving leadership in technology and customer satisfaction. As we continue to expand our presence in the IT landscape, we remain committed to delivering cutting-edge solutions that not only meet but exceed our clients' expectations.
 
 
 
 
 
 Job Summary
 
 
 
 
 The Commercial Operations Professional ensures the smooth and accurate execution of commercial and sales-related processes across the organization. This role manages quotation preparation, contract coordination, and order validation to guarantee that commercial transactions align with company policies, pricing structures, and financial goals. The role bridges communication between Sales, Finance, Delivery, and Legal teams to optimize deal flow, minimize operational risks, and enable efficient revenue realization. boration with sales, procurement, finance, and project management teams.
 
 
 
 
 
 Key Responsibilities:
 
 
 
 
 
 &bull;
 
 Quotation and Deal Management
 
 
 
 <ul>
 <li>
 Prepare and validate quotations, proposals, and order forms in alignment with approved pricing structures and commercial policies
 
 </li>
 <li>
 Review customer requests and ensure accuracy of pricing, discounts, and configurations prior to approval
 
 </li>
 <li>
 Support account managers in developing deal documentation and ensure timely submission for internal validation
 
 </li>
 <li>
 Coordinate approvals with finance and management to ensure margin protection and compliance
 
 </li>
 </ul>
 
 &bull;
 
 Contract Coordination and Documentation
 
 
 
 <ul>
 <li>
 Draft, review, and track commercial contracts, renewals, and service agreements to ensure compliance with company and client requirements
 
 </li>
 <li>
 Maintain a repository of contracts and related documents, ensuring traceability and version control
 
 </li>
 <li>
 Support legal and finance teams in resolving contract-related issues and ensure documentation readiness for audits
 
 </li>
 </ul>
 
 &bull;
 
 Order Processing and Delivery Coordination
 
 
 
 <ul>
 <li>
 Oversee the end-to-end sales order process, from quotation approval to invoicing and delivery coordination
 
 </li>
 <li>
 Validate purchase orders and coordinate with internal delivery teams to confirm readiness and execution timelines
 
 </li>
 <li>
 Monitor order fulfillment and proactively resolve delays or discrepancies in coordination with relevant departments
 
 </li>
 </ul>
 
 &bull;
 
 Financial and Revenue Operations Support
 
 
 
 <ul>
 <li>
 Collaborate with the Finance team on billing accuracy, payment tracking, and reconciliation of commercial transactions
 
 </li>
 <li>
 Ensure all commercial data in CRM and ERP systems reflects accurate financial and operational status
 
 </li>
 <li>
 Provide input in revenue forecasts by tracking order progress, cancellations, or amendments
 
 </li>
 </ul>
 
 &bull;
 
 Cross-Functional Collaboration
 
 
 
 <ul>
 <li>
 Act as a liaison between Sales, Finance, Delivery, and Procurement teams to facilitate accurate and timely deal execution
 
 </li>
 <li>
 Support internal stakeholders by clarifying commercial terms and ensuring alignment across all departments involved in deal processing
 
 </li>
 </ul>
 
 &bull;
 
 Reporting and Analysis
 
 
 
 <ul>
 <li>
 Generate reports and dashboards summarizing commercial pipeline, order status, and performance metrics
 
 </li>
 <li>
 Analyze data to identify process bottlenecks or deviations and propose operational improvements
 
 </li>
 <li>
 Track and report key performance indicators (e.g., quotation turnaround time, order accuracy, contract renewal rate)
 
 </li>
 </ul>
 
 &bull;
 
 Process Improvement
 
 
 
 <ul>
 <li>
 Identify opportunities to streamline commercial workflows, improve turnaround times, and enhance compliance
 
 </li>
 <li>
 Support automation and digitization initiatives (CRM, ERP integration) that improve operational efficiency
 
 
 
 
 </li>
 </ul>
 Requirements
 
 
 
 
 Qualifications
 
 
 
 <ul>
 <li>
 
 Education:
 
 Bachelor&rsquo;s degree in Business Administration, Finance, Commerce, or a related field
 
 </li>
 <li>
 
 Experience:
 
 6&ndash;8 years of experience in commercial operations, sales support, or order-to-cash roles, preferably in the IT or technology services sector
 
 </li>
 <li>
 Strong understanding of commercial and financial documentation (quotations, contracts, purchase orders, invoices)
 
 </li>
 <li>
 Experience with CRM and ERP systems (e.g., Zoho, Salesforce, SAP, or similar platforms)
 
 </li>
 <li>
 Advanced Excel skills for analysis and reporting
 
 </li>
 <li>
 Knowledge of pricing, billing, and revenue processes
 
 </li>
 <li>
 Excellent organizational and coordination skills with attention to detail
 
 </li>
 <li>
 Strong communication and interpersonal skills to interact with cross-functional teams
 
 </li>
 <li>
 Analytical mindset and ability to interpret commercial data
 
 </li>
 <li>
 Proactive problem solver with the ability to manage multiple priorities
 
 
 
 
 </li>
 </ul>
 Benefits
 
 
 
 
 
 EQUAL EMPLOYMENT OPPORTUNITY COMMISSION
 
 :
 
 
 
 Alnafitha IT is an Equal Opportunity Employer and does not discriminate based on race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law.
 
 
 Alnafitha IT also takes affirmative action to employ, and advance in employment, qualified women, minorities and diversity representations. Alnafitha IT also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Saudi and Egyptian employment laws
 
 
 
 
</div>

Commercial Operations Professional

Community State Bank of Avilla, Indiana

<div></div><div><div>Community State Bank is seeking a Part-Time Client Service Specialist to join our dynamic Retail Banking team at our Kendallville, Indiana branch. The ideal candidate would need to be available Monday through Friday 8:00am to 5:30pm and rotating Saturdays from 8:30am to 12:30pm, averaging about 20 hours per week. Prior customer service and cash handling experience is helpful; prior banking experience is not required. The starting pay for this role is $17.00 per hour with opportunities for advancement within the position.</div>
<div></div><div>Part-time employees enjoy benefits such as 401k/ESOP participation, holiday pay, and paid vacation. Apply today and see why CSB is a great place to work! 
 
Job Title: Part-Time Client Service Specialist Trainee 
Reports To: Client Service Manager 
Supervises: None 
Division: Retail 
FLSA Classification: Non-Exempt 
Pay Rate: Hourly 
 
Position Purpose: The Client Service Specialist (CSS) Trainee position is an entry level front-line position. The CSS Trainee will be trained to become a CSS I and will be responsible for providing exceptional client service while handling basic front-line client transactions and inquiries. 
 
Job Requirements 
Education: A high school diploma or equivalent required. 
 
Experience: No banking experience required. Customer service and cash handling experience preferred. 
 
Skills: Professional verbal and written communication skills; strong attention to detail; ability to type at least 30 wpm; proficiency with Microsoft Office software such as Word, Excel, PowerPoint, and Outlook; fluent communication in the English language; ability to travel occasionally between Bank locations as needed. 
 
Essential duties include, but are not limited to: 
CSB Cultural Expectations</div>
<ul><li>Commit to learning, integrating, and modeling CSB&rsquo;s &lsquo;I CREATE&rsquo; core values: Integrity, Communication, Respect, Encouragement, Accountability, Trust, and Equality</li>
<li>Align to bank-wide vision, mission, and business objectives</li>
<li>Commit to continuous personal and professional growth in the areas of teamwork, client service, and job specific competencies</li>
</ul>
<div> 
General Job Duties</div>
<ul><li>Practice an exceptional standard of client service/hospitality</li>
<li>Maintain a &ldquo;client first&rdquo; approach for both external and internal customers</li>
<li>Create an observably positive experience for clients</li>
<li>Work with teammates to create a collaborative environment in serving the customer</li>
<li>Support and celebrate teammates&rsquo; growth</li>
<li>Adhere to schedule (timeliness)</li>
<li>Maintain a positive attitude of helping other team members, inside and outside of the branch with consideration of the ever-changing landscape of staffing, training, and process improvement</li>
<li>Be willing to ask questions in order to balance the risk to the bank and meeting customer needs</li>
<li>Exhibit a strong commitment to accuracy and attention to detail in transactions, cash drawer management, confidentiality, and client account maintenance</li>
<li>Demonstrate the strong communication skills and practices necessary for interactions with customers, the Client Service Manager, the Branch Manager, and colleagues</li>
<li>Exhibit a willingness to ask for help when necessary and offer it when needed</li>
<li>Learn all basic client service transactions, including deposits, withdrawals, payments, cashier&rsquo;s checks, money orders, check cashing, etc.</li>
<li>Learn how to adhere to signing and transaction authority limits, branch security requirements, cash handling security procedures, and dual control procedures</li>
<li>Begin to learn signs of fraud and watch for fraudulent cash and transaction activity in order to protect the bank and clients</li>
<li>Begin to learn and comply with all applicable banking regulations and related procedures, including Reg CC, Reg B, Reg P, Bank Secrecy Act, etc.</li>
<li>Complete CSS Trainee training and begin CSS I training within 3-6 months of position start date</li>
</ul>
<div> 
Physical Demands</div>
<ul><li>Frequent sedentary work that primarily involves sitting/standing for extended periods</li>
<li>Frequent repetitive motions that include the hands and/or fingers</li>
<li>Constant reaching with hands and arms</li>
<li>Constant operation of a computer and other office productivity machinery, such as a calculator, copy machine, phone</li>
<li>Constant written and verbal communication with others to exchange information</li>
<li>Constant state of awake and alertness</li>
<li>Occasional stooping, kneeling, or crouching</li>
<li>Frequently speaking and listening to coworkers and clients both in person and on the phone</li>
<li>Constant in-person attendance at job site</li>
<li>Occasional travel to a branch or client location</li>
<li>Occasional lifting of up to 25 pounds</li>
<li>Occasional exposure to adverse weather conditions</li>
<li>Constant exposure to moderate office noise levels in a group setting</li>
</ul>
<div> 
Community State Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.</div></div>

Part-Time Client Service Specialist

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