Accounts Receivables Associate

Wintrust Financial Corporation•Menomonee Falls, WI

4d•$20 - $26•Onsite

About The Position

The Accounts Receivable Associate, Cash Management, maintains a portfolio of clients, builds relationships with clients and coworkers and establishes accuracy with a low amount of errors in their day-to-day work by following established procedures and guidelines. This role involves maintaining stellar customer service, inputting and applying accounts receivable payments, preparing weekly profit statements and various other reports, and providing funding to clients. The associate will also assist coworkers as needed, file paperwork related to their portfolio, and support the ACH department with data entry duties.

Requirements

1-3 years of accounts receivable experience
Demonstrated abilities to successfully manage a portfolio of clients, exercise/enhance customer service skills and maintain accuracy.
Associates degree or equivalent
Advanced Computer Skills

Responsibilities

Maintains a portfolio of clients.
Builds relationships with clients and coworkers.
Establishes accuracy with a low amount of errors in day-to-day work by following established procedures and guidelines.
Maintains stellar customer service with their own clients as well as other clients they may work with in their coworker’s absence.
Inputs and applies accounts receivable payments.
Prepares weekly profit statements for clients along with various other reports.
Provides funding to clients.
Assists coworkers on an as needed basis.
Files paperwork related to their own portfolio on an ongoing basis, in a timely manner.
Assists the ACH dept with data entry related duties.