Financial Service Rep II

Job Description

Job Description

City of Roswell, Georgia

Job Description

www.roswellgov.com / jobs

Position Information

Title : Financial Service Representative II

Department : Finance

Pay Grade : 506

FLSA Status : Non-Exempt

Job Code : F375

General Statement

To perform this job successfully, an individual must be able to perform the essential job functions satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary job functions herein described.

Since every duty associated with this position may not be described herein, employees may be required to perform duties not specifically spelled out in the job description, but which may be reasonably considered to be incidental in performing their duties just as though they were actually written out in this job description.

Job Summary

The purpose of this classification is to perform analytical and customer service duties to support account management and billing operations for City property taxes and utility billing.

Work involves :

Establishing and maintaining account information

Performing data analysis and retrieval

Assisting citizens with account questions

Maintaining related files and records

Contacting customers to collect delinquent accounts

Initiating actions for non-payment

Receiving and posting payments from mail and online sources

Essential Job Functions

Establishes and maintains customer accounts for assigned programs, including property taxes and utility services.

Reviews applications for utility services, business licenses, and homestead exemptions.

Facilitates and monitors the division’s customer service activities for property taxes, utility billing, and business licenses.

Reviews and analyzes operational reports and adjustments for billing and payments.

Computes assessment change notices from Fulton County Assessors to determine refund adjustments.

Calculates supplemental bills and validates totals with the Fulton County Tax Digest List.

Coordinates with third-party vendors for printing property tax, business license, and utility bills.

Processes and updates homestead exemptions.

Enters and reconciles account adjustments for utility accounts and property taxes.

Reviews delinquent accounts and prepares collection letters or payment schedules.

Issues final notifications for delinquent water accounts and coordinates service disconnections / reconnections.

Handles returned checks and applies necessary service charges.

Maintains departmental records and documentation.

Researches and corrects misapplied payments.

Processes and posts electronic payments.

Serves as liaison with banking institutions for returned checks, lockbox activities, and merchant services.

Acts as administrator for credit card processing and provides departmental training.

Prepares deposits and distributes incoming mail.

Operates computers and office equipment using word processing, spreadsheet, and database systems.

Maintains internal accounts and unclaimed properties.

Receives new meter applications and sewer permits.

Makes financial adjustments for accounts granted exemptions.

Provides property-related information to attorneys for real estate closings.

Performs other related duties as required.

Minimum Qualifications

Education and Experience :

High school diploma or GED; supplemented by three (3) years of clerical, bookkeeping, and / or customer service experience, or any equivalent combination of education, training, and experience providing the required knowledge, skills, and abilities.

Licenses or Certifications :

None

Special Requirements :

None

Knowledge, Skills, and Abilities

Knowledge of rules, regulations, and procedures for property tax, utility billing, and occupational tax programs.

Knowledge of bookkeeping, customer service principles, and recordkeeping techniques.

Skill in using computers and general office equipment.

Ability to maintain automated databases, spreadsheets, and manual records.

Ability to communicate tactfully and courteously with the public.

Ability to calculate, tabulate, and summarize data accurately.

Ability to apply persuasive and influential communication in coordination with others.

Ability to interpret written, oral, and diagrammatic instructions.

Ability to exercise sound judgment and creativity when evaluating information.

Physical Demands

Work is sedentary to light. It may involve lifting or carrying objects up to 10 pounds. Tasks may require prolonged periods at a computer workstation and visual discrimination of colors, textures, and visual cues. Oral communication is required.

Work Environment

Work is regularly performed without exposure to adverse environmental conditions.

Additional Information

The City of Roswell reserves the right to revise this job description at any time. This description does not represent a contract of employment.

Equal Employment Opportunity Statement

The City of Roswell, Georgia, commits to a policy of equal employment opportunity for all applicants and employees, complying with local, state, and federal laws.

The City’s policy is to employ qualified persons without discrimination based on race, creed, color, religion, age, sex, national origin, marital status, disability, sexual orientation, gender identity, genetic information, political affiliation, ethnicity, or any other status protected by law.