Customer Account Representative

Location: Edmonton, AB, CA

Company

Finning Canada

Number of Openings

1

Worker Type

Permanent

Position Overview

Finning Canada is seeking a Customer Account Representative to join our team on a permanent, full-time basis in Edmonton. In this role, you will be responsible for managing an assigned portfolio of customer accounts, supporting credit and collection activities, and providing exceptional service to both customers and internal stakeholders.

The successful candidate will proactively collect outstanding balances, resolve account inquiries, perform account reconciliations, and help mitigate credit risk while ensuring compliance with company policies and procedures. This role combines strong customer service, analytical thinking, and account management skills to support Finning’s financial objectives and customer relationships.

Major Job Functions

Portfolio Management

• Manage an assigned portfolio of customer accounts, including account monitoring, collections activities, and maintenance of customer credit records.
• Proactively contact customers regarding outstanding balances and negotiate payment arrangements within established guidelines.
• Monitor account aging, delinquency trends, and potential credit risks, escalating concerns as appropriate.
• Perform account reconciliations and investigate payment discrepancies, short payments, deductions, and disputes.
• Process approved account adjustments and small-balance write-offs in accordance with company policies.
• Identify and escalate high-risk accounts, legal matters, repossessions, liens, bankruptcies, and other exceptions to senior team members.
• Maintain accurate and timely account documentation, collection notes, and customer communications.
• Meet or exceed established collection and delinquency reduction targets.