Customer Service and AR Specialist (48326)
DURANGO COCA COLA BOTTLING COMPANY · Durango Coca-Cola - Durango, CO 81303 ·
- Category
- Support
Overview
The Customer Service and Accounts Receivable Specialist plays a critical role in customer service, cash application, daily deposits, OTC activity, route reconciliation, customer order support, scan back entry, and general AR support. This position requires a friendly and detail oriented person who can support customers, drivers, sales, finance, and administration while maintaining operational efficiency and accurate records.
Teamwork
- Good communication and people skills are essential, as is the ability to lead by example and maintain a proactive, solution focused mindset.
- Demonstrate teamwork and support within the Admin and Finance Team.
- Actively listen to customer and fellow employee needs and respond with thoughtful, respectful solutions.
- Work to resolve conflicts or misunderstandings with diplomacy and clear communication.
- Represent the company values and culture through every interaction using clear, consistent communication and documentation.
- Provide excellent customer service by supporting retail partners, delivery customers, and internal teams in a positive, efficient, and professional manner.
Customer Service
- Answer multi line phones and route callers to the call center, service, sales, warehouse, or administrative team as appropriate.
- Assist customers with basic account questions, next order or delivery date, route information, OTC orders, and customer pickup needs.
- Serve as liaison between customers and sales reps, resolving straightforward customer issues and escalating more complex concerns as needed.
- Input employee product orders, monitor web orders, help enter OTC orders, and forward orders to the warehouse or call center as appropriate.
- Process OTC customer pickup orders, receive payment, coordinate product availability with the warehouse, and complete end of day OTC payment reconciliation.
- Act as backup for Executive Assistant support tasks including employee birthday orders, years of service program support, cooler stocking, and donation coordination.
Accounts Receivable
- Post customer payments and complete daily bank deposits accurately and timely, including cash, checks, ACH, EFT, credit cards, and returned payments.
- Process Durango and Farmington route driver cash and checks and salesperson cash and checks.
- Monitor and respond the remittance email account and file old emails according to procedure.
- Input scan back charges from national accounts
- Support local and national customer collection follow up as assigned.
- Prepare requested customer AR reports for customers, sales, and management as assigned.
- Assist drivers in obtaining credit override codes according to approved procedures.
- Complete customer write offs using predetermined criteria and required approval thresholds.
- Assist with accurate and timely maintenance of customer contact information.
- Reconcile daily route driver activity and review customer invoices and receiving reports for pricing and quantity differences.
- Work in customer portals for remittance information and submit skipped invoice disputes as assigned.
- Count vending machine cash and coins when needed.
- Store records according to company recordkeeping procedures.
- Assist in training team members and updating SOPs for assigned customer service and AR processes.
- Promote cross training and collaboration by completing at least two driver or sales ride alongs per year and hosting other teams to understand accounting functions.
Additional
- Regular schedule is Monday through Friday, 8am to 5pm. Additional hours may occasionally be required based on business needs and will be compensated in accordance with applicable wage and hour laws.
- As a Non Exempt position, all hours worked must be accurately recorded. Overtime must be approved in advance whenever possible.
- Employees may not perform work outside scheduled hours without manager approval. Any work performed, including calls, emails, customer portal work, system follow up, travel, or ride along time, must be recorded as time worked.
- Additional duties as requested.