Job Title:  Customer Advocate A/R - Bank Reconciliations

What You Need To Know

Shape a remarkable future with us. Build a career working for an industry leader that truly invests in their people – and equips them with leading technology, continuous learning, and the ability to bring their best selves to work. As North America's largest total beverage distributor, Southern Glazer’s isn't just one of Forbes’ Top Private Companies; it's a family-owned business with deep roots dating back to 1933.

Southern Glazer’s is proud of its well-earned positive reputation, continually achieving accolades for our outstanding workplace culture. We take pride in creating a culture where our people are valued, supported, and provided opportunities for growth and belonging.

Compensation begins at $18/hr, after 6 months there is a $1 increase to $19/hr, then every 6 month a $.50 increase until reaching $23/hr  – increases all performance based.

As a full-time employee, you can choose from a wide-ranging menu of our Top Shelf Benefits, including comprehensive medical and prescription drug coverage, dental and vision plans, tax-saving Flexible Spending Accounts, disability coverage, life insurance plans, and a 401(k) plan. We also offer tuition assistance, a wellness program, parental leave, vacation accrual, paid sick leave, and more.

By joining Southern Glazer’s, you would be part of a team that values excellence, innovation, and community. This is more than just a job – it's an opportunity to build the future of beverage distribution and grow with a company that truly cares about its people.

The training period is in office full time (60 days).  After this period, this is a hybrid role which consists of working remotely (3 days) and in our office (2 days) each week - this is subject to business needs. 

Overview

Primary Responsibilities

• Expected to handle accurate completion of all assigned depository bank reconciliations and cash management responsibilities
• Run and analyze necessary bank reports
• Research outstanding items on bank reconciliations and facilitate necessary adjustments that are out of balance
• Execute daily, weekly and monthly transfers/wires from bank websites
• Processing of electronic files to/from the bank
• Record revenue and cash transaction activity
• Complete daily processing of returned payments
• Ability to communicate adjustments with internal/external customers as applicable
• Interact with other departments as necessary to perform and complete your tasks timely
• Respond to audit requests given by management for internal and external auditors
• Post payments received via lockbox, ACH, mobile deposits, credit cards and physical checks
• Must be able to accurately and effectively handle large volume of payments
• Must be able to work within deadline constraints with accurate customer records
• Responsible for problem solving with a positive and professional demeanor
• Assist with overflow inbound call center calls which may include customer order entry, pick up requests, general customer inquiries, etc.

Minimum Qualifications

• High School Diploma/GED and 2-3 years of customer service experience in a business environment or equivalent combination of education and experience
• Preferred experience with AS400, Salesforce and EDI protocols
• Previous Fintech, ACH experience a plus
• Strong Microsoft Office proficiency, specifically Excel and Outlook a must
• Accurate and Quick data-entry skills and 10 key by touch
• Must be able to analyze data from multiple sources and systems
• Basic mathematical skills
• Strong written and verbal communication skills in carrying out job duties with various departments and levels of management
• Knowledge of wire transfers and other electronic monetary transfer tools
• Ability to prioritize tasks and work effectively with potential short deadlines with minimal supervision
• Ability to follow up to get necessary answers to complete tasks
• Strong analytical, critical thinking, problem solving and customer service skills
• Strong skills for attention to detail and organizational skills
• Possess excellent proofreading and review skills
• Ability to work well within a team as well as independently
• Must be flexible and able to work any hours that the call center is open (shifts may change)
• Must be proficient in Microsoft Office, including Outlook, Word and Excel
• Professional commitment is expected (i.e., attendance, promptness, focus on job and tasks, good work ethic, team player, high contributor)
• Other project functions/tasks as assigned by management

Travel

As needed in case of an emergency.

Physical Demands

• Physical demands include a considerable amount of time sitting and typing/keyboarding, using a computer (e.g., keyboard, mouse, and monitor) or adding machine
• Physical demands with activity or condition may occasionally include walking, bending, reaching, standing, and stooping
• May require occasional lifting/lowering, pushing, carrying, or pulling up to 20lbs

EEO Statement

Southern Glazer's Wine and Spirits, an Affirmative Action/EEO employer, prohibits discrimination and harassment of any type and provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. SGWS complies with all federal, state and local laws concerning consideration of a qualified applicant's arrest and/or criminal conviction records. Southern Glazer's Wine and Spirits provides competitive compensation based on estimated performance level consistent with the past relevant experience, knowledge, skills, abilities and education of employees. Unless otherwise expressly stated, any pay ranges posted here are estimates from outside of Southern Glazer's Wine and Spirits and do not reflect Southern Glazer's pay bands or ranges.

If you have any questions or concerns about whether this posting complies/adheres with local pay transparency requirements, please contact the SGWS talent acquisition team at NationalTA@sgws.com