New Accounts Representative jobs in Pennsylvania

New Accounts Representative opens a variety of new accounts for customers including checking, IRA, CD and others. Collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Being a New Accounts Representative provides information and answers questions regarding interest rates, fees, and bank policies. May complete process to transfer accounts for customers. Additionally, New Accounts Representative makes appropriate referrals to cross-sell a variety of bank services. May require an associate degree. Typically reports to a supervisor or manager. The New Accounts Representative possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. May require 0-1 year of general work experience. (Copyright 2024 Salary.com)

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Accounts Receivable/Accounts Payable Representative
  • New Vitae Wellness and Recovery
  • Coopersburg, PA FULL_TIME
  • Overview:

    The Accounts Receivable/Accounts Payable Representative is a vital member of our team, supporting the finance and administrative functions with a variety of tasks, including bank deposits, claims entry and management, invoice processing, monthly resident allowance sheet reconciliation, payment posting, and utilizing Excel for financial data management. This role requires an individual with exceptional organizational skills, advanced Excel knowledge, and a strong background in claims management. Additionally, this position demands excellent phone and communication skills to effectively liaise with clients, insurance companies, and internal departments.

    Accounts Payable:

    • Support the current AP representative and act as a backup when necessary.
    • Accurately process vendor invoices, ensuring correct coding and approvals.
    • Prepare deposits.
    • Assist with month-end closing procedures and reporting.

    Accounts Receivable:

    • Generate various types of billing for Mental Health & Traumatic Brain Injury services.
    • Monitor receivables to ensure timely collections and follow up on overdue accounts.
    • Process payments through checks, ACH, and credit card transactions.
    • Reconcile customer statements and address billing issues.
    • Maintain detailed records of customer interactions and transactions.
    • Proactively manage and track overdue accounts.
    • Communicate with customers to resolve pending payment issues.
    • Assist with month-end closing procedures and reporting.

    Process Improvement and Compliance:

    • Identify and recommend improvements to enhance efficiency and accuracy in AP/AR processes.
    • Document process improvements, support audit activities, and help develop and implement accounting policies and procedures.
    • Ensure compliance with internal controls.

    Education:

    • High school diploma or GED required.

    Experience:

    • Previous experience in an administrative or support role within finance or accounting, particularly with responsibilities in claims management.
    • Demonstrated ability to use Excel for financial tasks and data management.
    • Proven track record of effective communication and customer service skills, especially over the phone.

    Skills:

    • Advanced skills in Excel, including formulas, pivot tables, and data visualization.
    • Strong problem-solving, negotiation, and interpersonal skills.
    • Ability to work both independently and as part of a team.
    • Adaptability to changing priorities and new challenges, with a proactive approach to learning and development.

    Job Type: Full-time

    Pay: From $35,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Life insurance
    • Paid time off
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Day shift
    • Evening shift
    • Weekends as needed

    Ability to Commute:

    • Coopersburg, PA 18036 (Required)

    Ability to Relocate:

    • Coopersburg, PA 18036: Relocate before starting work (Required)

    Work Location: In person

  • 15 Days Ago

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National Accounts Account Executive - Fully Remote
  • Clark National Accounts
  • Lititz, PA FULL_TIME
  • Clark Associates, Inc. is a rapidly-growing, multi-divisional company in Lancaster, Pennsylvania. Our National Accounts division, which works with large national and multi-national chains, is looking ...
  • 8 Days Ago

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Accounts Receivable Clerk
  • New Image Restoration
  • Brookhaven, PA FULL_TIME
  • Overview:We are seeking an experienced Accounts Receivable Clerk to join our team. As an Accounts Receivable Clerk, you will be responsible for managing and processing all aspects of accounts receivab...
  • 16 Days Ago

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Accounts Payable/ Accounts Receivable Representative
  • PSI Personnel
  • Doylestown, PA FULL_TIME
  • Job DescriptionBucks County non-profit agency is currently seeking an Accounts Payable & Receivable representative to join their team! You will be responsible for preparing and examining financial rec...
  • 2 Days Ago

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User Experience Specialist
  • Clark National Accounts
  • Lititz, PA FULL_TIME
  • Hybrid In-Office/At-Home Position! NOTE: We are not looking for a UI/UX Developer for this position.Cover Letter RequiredPOSITION SUMMARYThe User Experience Specialist role focuses on capturing the un...
  • Just Posted

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Equipment Project Manager (Hybrid)
  • Clark National Accounts
  • Lititz, PA FULL_TIME
  • Join us! To support our rapid growth, we’re adding more Equipment Project Managers to our Equipment Project Services Team at Clark National Accounts. You’ll be part of our group of trail blazers worki...
  • 6 Days Ago

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New Accounts Representative
  • Axelon Services Corporation
  • Islandia, NY
  • Job Title: New Accounts Representative (Hybrid/ 4 days onsite) Location: Islandia, NY Shift: Mon - Fri, 8 AM to 5 PM Pay...
  • 6/1/2024 12:00:00 AM

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New Account Representative
  • First Security Bank Bozeman
  • Bozeman, MT
  • About the Role: Passionate, warm, inspiring? Raise your hand if that's you! First Security Bank is hiring an Accounts Sp...
  • 6/1/2024 12:00:00 AM

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New Accounts Representative
  • National Company
  • Tulsa, OK
  • Job Description Job Description We are seeking a New Account Representative to help our growing office! Hours are Monday...
  • 5/30/2024 12:00:00 AM

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Teller/New Accounts Representative
  • Glacier Bancorp
  • Torrington, WY
  • About The Role As a primary contact for bank customers, Tellers/New Accounts Reps are responsible for developing and ret...
  • 5/30/2024 12:00:00 AM

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Teller/New Accounts Representative
  • Glacier Bancorp
  • Spanish Fork, UT
  • About The Role Altabank, Division of Glacier Bank, is looking for a Part-time Teller/New Accounts Representative for our...
  • 5/30/2024 12:00:00 AM

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New Accounts Representative
  • City Connect LLC
  • Beaverton, OR
  • Job Description Job Description As a Booking Acquisition specialist or New Accounts Representative, your role is to help...
  • 5/29/2024 12:00:00 AM

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New Account Representative
  • Glacier Bancorp, Inc.
  • Bozeman, MT
  • About The Role Passionate, warm, inspiring? Raise your hand if that's you! First Security Bank is hiring an Accounts Spe...
  • 5/29/2024 12:00:00 AM

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New Accounts Representative I
  • North Alamo Water Supply Corporation
  • Edinburg, TX
  • Job Description Job Description Description of Duties: Provides superior quality customer service and a positive experie...
  • 5/29/2024 12:00:00 AM

Pennsylvania (/ˌpɛnsɪlˈveɪniə/ (listen) PEN-sil-VAY-nee-ə), officially the Commonwealth of Pennsylvania, is a state located in the northeastern and Mid-Atlantic regions of the United States. The Appalachian Mountains run through its middle. The Commonwealth is bordered by Delaware to the southeast, Maryland to the south, West Virginia to the southwest, Ohio to the west, Lake Erie and the Canadian province of Ontario to the northwest, New York to the north, and New Jersey to the east. Pennsylvania is the 33rd-largest state by area, and the 6th-most populous state according to the most recent of...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for New Accounts Representative jobs
$36,161 to $44,713

New Accounts Representative in Canton, OH
New accounts clerks interview people who want to open accounts in financial institutions.
December 28, 2019
New Accounts Representative in Appleton, WI
New accounts representatives work with clients interested in opening accounts with financial institutions, such as banks or credit unions.
December 29, 2019