Financial Services Intern
About The Position
The Financial Services Intern processes and confirms invoices, deposits, and non-sufficient funds (NSF) transactions in the Encompass computer system. The role balances routes for three distribution centers and records discrepancies in a discrepancy log. It also maintains document backups and files, updates customer account payment terms and license information, and completes special projects assigned by management. The employee is expected to communicate courteously and professionally with co-workers, management, clients, franchisees, and others, and to comply with applicable regulations, policies, work procedures, and instructions. Duties and responsibilities may change at any time with or without notice.
Responsibilities
- Process and confirm invoices, deposits, and NSFs in the Encompass computer system.
- Balance routes for three distribution centers and record discrepancies in the discrepancy log.
- Communicate courteously and professionally with co-workers, management, clients, franchisees, and others.
- Change terms on customer accounts moving from COD to ACH payments.
- Conform with and abide by regulations, policies, work procedures, and instructions.
- Maintain proper document backup and filing.
- Complete special projects assigned by management.
- Review customer accounts for license changes and updates, and make updates as needed.
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What This Job Offers
Career Level
Intern
Education Level
No Education Listed
