Account Support Advisor I - PSG

GreatAmerica Bank National Association; Cedar Rapids (IA); Hybrid; USD 38,000 - 58,000; Full time

Benefits offered by this job

Hybrid work arrangements

401(k) and Company Match

Paid Time Off

Health Insurance

Dental Insurance

Vision Insurance

Short-Term and Long-Term Disability

Life Insurance

Parental Leave

Tuition Assistance

Gym Reimbursement

Job summary

GreatAmerica Bank National Association is seeking an Account Support Advisor to assist customers with inquiries, invoicing, and end-of-term options. You will handle inbound interactions, process payments, and maintain strong customer relations in a hybrid work setting.

The role emphasizes a consultative approach, accuracy, and timely responses, with opportunities for professional growth within a customer-focused team.

Qualifications

• High School graduate or equivalent.
• Customer service experience preferred.
• Detail oriented with strong multitasking ability.
• Proficiency in Microsoft Office; Salesforce experience desired.
• Ability to respond professionally in writing and verbally.
• Understanding of end-of-term options and payment terms.

Responsibilities

• Inbound customer service interactions with the goal of one call resolution.
• Provide professional oral and written correspondence with customers and internal teams.
• Consultative approach to identify appropriate solutions.
• Understand and explain end-of-term options for various agreements.
• Process payments, transfers, and assumptions as needed.
• Maintain account security procedures and coordinate with teammates.

Skills

Customer Service

Detail Oriented

Multitasking

Written Communication

Verbal Communication

Decision Making

Compliance

Education

High School graduate or equivalent

Tools

Microsoft Office

Salesforce

Job description

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.

• 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

Benefits

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!

We value diverse backgrounds and adding new perspectives.

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.

GreatAmerica is the largest independent, family-owned national commercial equipment finance companies in the U.S. and is dedicated to helping manufactures, vendors, and dealers be more successful and keep their customers for a lifetime. With a focus on the small ticket vendor and OEM finance channel we have partnered with some of the largest and industry leading companies in the Office Equipment, Communications, IT, Automotive, Construction, Healthcare, and Franchise market sectors. In addition to financing, GreatAmerica offers innovative non-financial services to help our customers grow. We have also recently become a bank! At GreatAmerica we enjoy the benefits of being independent and family-owned, fostering quick decision making, customer response and innovation. Established in 1992 our team has grown to over 750 employees and a portfolio of over $3+ Billion. Our exemplary customer service, principle-centered business philosophy and team-based operating approach are key to our success and growth. With a strong balance sheet and consistent financial performance through all economic cycles, GreatAmerica has experienced amazing results and unparalleled growth. When you are part of the GreatAmerica team, you will grow professionally and work with some of the most talented finance professionals in the industry. There is no doubt in our minds we are building the greatest company of its kind, offering the finest products and services available anywhere. When you are part of the GreatAmerica team, you are part of the future, part of an opportunity to grow professionally and to reach your potential while enjoying your work.