Customer Account Representative

Finning

. Manage an assigned portfolio of customer accounts, including account monitoring, collections activities, and maintenance of customer credit records .

Posted 10/8/2026full-timeEdmonton • CanadaJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in accounts receivable management, collections activities, and customer account administration, with a strong focus on credit management and compliance. Proficient in data analysis and reconciliation, ensuring accuracy and timely documentation while maintaining positive customer relationships.

Highest-signal resume keywords

Accounts Receivable ManagementCollections ActivitiesCustomer Account AdministrationCredit ManagementData Analysis

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Account ReconciliationDispute ResolutionCredit Risk AssessmentFinancial ComplianceBasic Accounting Principles

Soft Skills

Customer ServiceRelationship BuildingOrganizational SkillsProblem-SolvingCommunication Skills

Tools & Technologies

ERP SystemsFinancial SoftwareMicrosoft Excel

Industry Keywords

Accounts ReceivableCollections PracticesCredit PoliciesBusiness AdministrationFinance

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Manage an assigned portfolio of customer accounts, including account monitoring, collections activities, and maintenance of customer credit records
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
Maintain accurate and timely account documentation, collection notes, and customer communications
Meet or exceed established collection and delinquency reduction targets
Provide customer service related to account, billing, payment, and credit inquiries
Respond to requests for invoice copies, payment information, credit card authorizations, refunds, netting agreements, and other account-related activities
Support customers and internal stakeholders in resolving account discrepancies and payment issues
Build and maintain positive working relationships with customers while managing collection activities
Review and approve credit holds and credit releases within assigned authority levels
Escalate exceptions and non-routine credit decisions as required
Support the administration of customer credit accounts in accordance with company policies and procedures
Prepare and maintain weekly, monthly, and ad hoc accounts receivable and collections reports
Contribute to process improvement initiatives
Perform other related duties and responsibilities as assigned

Requirements

What you’ll need

1 to 3 years of experience in accounts receivable, collections, customer account administration, finance, or a related business environment
Experience managing customer accounts, collections activities, account reconciliations, and dispute resolution
Experience working with ERP systems, financial software, or customer account management systems is considered an asset
Post-secondary education in Business Administration, Accounting, Finance, or a related discipline is considered an asset
Working knowledge of accounts receivable, collections practices, credit management, and customer account administration
Understanding of basic accounting principles and business processes
Familiarity with credit, privacy, and financial compliance requirements is considered an asset
Knowledge of corporate policies, procedures, and safety requirements
Strong customer service and relationship-building skills
Excellent verbal, written, and interpersonal communication skills
Ability to professionally handle difficult customer conversations while maintaining positive business relationships
Strong organizational and time management skills with the ability to manage competing priorities and deadlines
Demonstrated analytical, problem-solving, and decision-making abilities
High level of accuracy and attention to detail
Ability to work independently while contributing effectively within a team environment
Proficiency in Microsoft Office applications, particularly Excel, with strong account reconciliation and data analysis capabilities

Benefits

Comp & perks

Permanent, full-time employment
Collaborative and supportive team environment
Professional growth and career development opportunities
Equal opportunity employer
Reasonable accommodations/adjustments during the recruitment process