Financial Service Representative

Residency Requirement

Employees must be Boston residents on their date of hire and for the duration of their

employment subject to BWSC policies and collective bargaining agreements.

Overview

Position Purpose:

Provides a variety of financial functions, as well as administrative support for the Finance department within the Commission; performs general accounting work, budgeting, accounts payable, accounts receivable administrative, and all other related duties for all financial activities.

Responsibilities

Essential Functions:

(The essential functions or duties listed below are intended only as illustrations of the various types of work that may be performed.  The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position.)

 

• Reviews automatic meter reading reports, analyzes consumption trends, and calculates adjustments as needed. Reviews and processes adjustments to accounts.
• Research disputed matters on accounts to determine necessary adjustments and abatements. Notifies customers of adjustments and abatement results. Enters adjustments in computerized billing system.
• Processes lien applications and schedules sale readings with customers.
• Coordinates investigations with revenue protection department. Calculates, processes and files Lien Certificates.
• Processes approved discount applications.
• Provides booth coverage and security. Researches and resolves water and sewer account issues. Reviews and resolves questions received from Customer Service or Collections regarding refunds, transfers and payment applications.
• Communicates with bank representatives to request copies, credit memos, debit memos and resolve bank errors. Downloads online payment files and maintains online payment journal.
• Interacts with customers and other employees to properly process payments.
• Assists in training of other staff.
• Reviews credit balances for refund and transfer approval. Accepts cash and check payments from customers at cash booth. Trains new cashiers and ensure procedures are followed.
• Processes non-purchase order and purchase order invoices; prepares purchase order invoices payment by matching to corresponding PO paperwork and proper approvals.
• Resolves all internal/external inquiries; assists supervisor in reconciliations and journal entries as necessary.
• Reviews the meter reading error warning list and makes necessary corrections.
• Reviews and accepts or rejects the billing register prior to bills being printed.
• Prepares bills and postage summary for mail house.
• Opens/closes/prints work orders for field investigations or meter and MTU replacements.
• Prepares, copies, files, sends, and handles customer response to various types of notices and letters regarding access to meters, consumption and termination of water service.
• Maintains various files and logs, including hard copies, scanned files, and digital photos.
• Dispatches and logs calls for field employees.
• Scans and processes W-9 forms as required and tracks new vendor addresses.
• Receives, sorts, opens and redistributes mail. Records deposits and prepares total daily reports. Processes returned payments and communicate with customer if necessary. Cashes out at end of shift and prepares armored car pickup.
• Performs special projects and related duties as assigned.
• Performs similar or related work as required, directed or as situation dictates.

Qualifications

Recommended Minimum Qualifications:

Education, Training and Experience:

High School Diploma or equivalent required; Associate’s Degree in Accounting or related field preferred. One to two (1 - 2) years of experience in Customer Service or Accounting, preferably in the public sector dealing with local government. Any equivalent combination of education, training, and experience.

 

Knowledge, Ability and Skill:

Knowledge:  Basic knowledge of various accounting, Accounts Receivable, Accounts Payable, and Collections functions; familiarity with BWSC regulations and related requirements, practices and terminology; thorough knowledge of departmental operations; familiarity with accounting principles and procedures; working knowledge of software applications; experience with General Journal entries preferred.

 

Ability:  Communicate effectively and tactfully with staff and the public; compose correspondence; prioritize and complete multiple tasks at one time with frequent interruptions; think