CB Client Services Representative - Decatur, AL

About the role

This position is responsible for, but not limited to, being the point of contact for all day-to-day interactions with clients. The Client Services Representative performs daily tasks that could consist of the following duties: purchasing of client accounts receivables, monitoring and evaluating invoices and any supporting documentation submitted for fraud, enters credit authorizations, works assigned cbCentral tasks, creates new client debtors in the system (if applicable), performs invoice verifications within policy guidelines, prepares and works various reports, manages clients' reserves, provides client training on funding procedures and in-house client portal, and performs research when needed. Duties & Responsibilities Ensure client funding, billing, and verification activities align with the client's agreed-upon terms Ensure that excellent customer service is provided to clients Monitor and evaluate submitted invoices and backup for quality and potential fraud Maintain an in-depth understanding of client operations and behaviors to identify issues, trends, and service opportunities Research items in client reserve and holding/releasing funds when necessary (balance client reserves using Excel daily, if applicable) Provide client training on funding procedures and client portal Works assigned cbCentral tasks in a timely manner (i.e. Disputes/Exceptions, Needs Image, Chargebacks, etc) Ensure that the Bank's policies and procedures, code of conduct, and regulatory guidelines are strictly complied with Seek opportunities to improve skills through cross-training and My Learning courses offered by the Bank Provide assistance to other client reps and/or employees by collaborating with them through healthy and positive interactions Work Carrier Reports, if applicable All other tasks, responsibilities or duties, as directed by management It is the responsibility of this role to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.