Job details

Financial Account Representative

Company Overview

RTS Financial is part of Shamrock Trading Corporation, a family of brands in transportation, finance and technology. Shamrock offers a suite of transportation services, which allows us to leverage long-term, multiservice relationships by offering financial services, freight, a fuel card program and trucking technology through a single organization.

Shamrock is headquartered in Overland Park, Kansas and has nine regional offices - Atlanta, Chicago, Dallas, Ft. Lauderdale, Houston, Laredo, Nashville, Philadelphia and Phoenix. Shamrock has been recognized among the “Best Places to Work” in both Kansas City and Chicago and was most recently recognized as one of America’s “Most Loves Workplaces” by Newsweek.

Responsibilities

RTS Financial and Shamrock Trading Corporation are looking for a Financial Account Representative. This position is responsible for managing an assigned portfolio of clients, including receiving and processing invoices and related documentation per procedural and contractual requirements. The Financial Account Representative will focus on maintaining assigned customers’ accounts receivable portfolios. Ideal candidates will possess an outgoing, dynamic personality and the ability to work in a team environment.

Provide exceptional customer service for financial clients
Regularly update account information to maintain customer records
Prepare product or service reports by collecting and analyzing customer information
Maintain financial accounts by processing customer adjustments
Provide daily funding and handle collections for assigned customers
Perform risk assessments and ensure that procedures are in place and followed to minimize risk
Manage product or service issues, including clarifying the issue, determining the cause, creating a solution, expediting the correction or adjustment and following up to ensure resolution
Recommend potential products or services to management by collecting customer information and analyzing customer needs
Answer product and service questions; suggest information about other products and services
Other duties as assigned

Qualifications

Bachelor’s degree in business administration, finance or related field preferred; or equivalent relevant experience
Effective verbal, written and interpersonal communication skills
Problem-solving and conflict-resolution skills
Detail orientated with analytical and technical skills
Proficient in Microsoft Office and data entry
Demonstrated ability to meet deadlines
Experience in the financial industry a plus
Bilingual skills a plus

Benefits Package

At Shamrock we hire bright, ambitious people and give them the tools they need to be successful. By investing in training and development, we hope to become a long-term career for employees, where there are always opportunities for advancement. Shamrock also offers a premier set of benefits for employees and their families:

Medical: Fully paid healthcare, dental and vision premiums for employees and eligible dependents
Work-Life Balance: Competitive PTO, paid leave policies and eligibility for work from home opportunities after an introductory period
Financial: Generous company 401(k) contributions and employee stock ownership after one year
Wellness: Onsite gym, jogging trail and discounted membership to nearby fitness center

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Shamrock Trading Corporation Glassdoor Company Review

3.7