Account Support Advisor I - PSG

Posted Yesterday
Be an Early Applicant
Cedar Rapids, IA, USA
In-Office
Entry level
Financial Services
The Role
Handles inbound customer interactions involving equipment financing accounts, collections, invoicing, taxation, agreement terms, payments, account updates, transfers, assumptions, and end-of-term options. Provides timely, accurate resolutions through professional communication, consultative problem-solving, complaint handling, and adherence to account security procedures. Coordinates workflow with teammates and supports team goals while maintaining strong customer service standards.
Summary Generated by Built In

GreatAmerica is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key to our success and growth. We have also recently become a bank!


We Are Looking to Add a Key Member to Our Account Support team!

No two days are the same for this role. As an Account Support Advisor, you are responsible for managing a variety of incoming interactions to assist our customer base, including End User interactions, collections, and Customer relations within granted authority levels. Some inbound inquiries may include tasks such as invoicing, taxation, agreement terms, updating account information, and payment terms. An Account Support Advisor actively participates in the achievement of team and company goals.  Additional responsibilities include payment processing, transfer & assumptions as well as calculation and explanation of end of term options. An Account Support Advisor would accurately respond to customer inquiries, complaints and requests while displaying a personable approach when handling each type of customer in a timely manner. For every interaction we encourage creativity and innovative thinking to provide a mutually beneficial solution. All Account Support Advisors must follow and adhere to The GreatAmerica Principles and GreatAmerica Experience Standards.

As an Account Support Advisor, you will:

  • Inbound customer service interactions with the goal of one call resolution
  • Ability to provide professional oral and written correspondence with all internal and external customers, as well as cross functional positions
  • Consultative approach to identify appropriate solutions
  • Understand the various types of agreements and the end of term process for each
  • Consistently meets or exceeds daily core responsibilities
  • Completion of basic team tasks
  • Understand and abide by account security procedures for all interactions
  • Effectively communicates with fellow ASA’s to coordinate workflow and coverage needs  

To be successful in this role you will need:

Education

  • High School graduate or equivalent

Experience

  • Customer Service experience preferred

Computer Skills

  • Microsoft Office Suite
  • Salesforce experience is desired

Other Requirements

  • Detail Oriented, Ability to Multi-Task, Decision Making, Collection Skills, Cross Training, Time Management, Accountability, High Level of Written and Verbal Communication Skills & Customer Oriented, Complaint Resolution, Resolution of Mathematical Errors

Sharing rewards is an integral part of our culture. We believe in the value of hard work and reward our employees beyond the paycheck. Our total rewards package is based on eligibility and includes:


Financial Benefits

  • Competitive Compensation
  • Monthly Bonuses for Eligible Employees
  • 401(k) and Company Match
  • Annual Profit Sharing
  • Paid Time Off

Health, Wellbeing, and Family Planning Benefits

  • Paid Vacation
  • Paid Sick Days
  • Paid Holidays
  • Gym Reimbursement
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Short-Term and Long-Term Disability
  • Company Paid Life Insurance
  • Flexible Spending Accounts (FSA)
  • Health Savings Accounts (HSA)
  • Employee Assistance Program
  • Parental Leave

Education and Career Planning Benefits

  • Tuition Assistance
  • Networking Opportunities
  • Leadership Development Opportunities

Perks

  • Paid Parking
  • Service Awards
  • Hybrid work arrangements
  • Business casual environment
  • A strong organizational culture focused on our greatest asset: you!

If your experience aligns closely, please apply. We value diverse backgrounds and adding new perspectives. We encourage you to apply if you can make a strong impact in this role at www.greatamerica.com/careers.

Please note, applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa.

Skills Required

  • High school diploma or equivalent
  • Customer service experience
  • Microsoft Office Suite proficiency
  • Salesforce experience
  • Strong written and verbal communication skills
  • Ability to multitask and manage time effectively
  • Detail orientation and accountability
  • Collection skills and complaint resolution ability
  • Ability to perform mathematical error resolution
  • Authorization to work for any employer in the United States
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The Company
HQ: Cedar Rapids, IA
519 Employees
Year Founded: 1992

What We Do

GreatAmerica is a $2 billion national commercial equipment finance company dedicated to helping manufacturers, vendors, and dealers be more successful and keep their customers for a lifetime. Incorporated in 1992, GreatAmerica has a staff of over 500 employees. It is headquartered in Cedar Rapids, Iowa and has offices in Minnesota, Georgia, and Missouri. We provide financing and consulting services in all fifty states and some U.S. Territories.

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