Finance Clerk Job Description

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Finance Clerk:

_____________________ is hiring a Finance Clerk to join our team. This role is a great mix of administrative and customer service responsibilities. We’re looking for a friendly and energetic individual to work closely with our clients and ensure they have reliable access to our services. The Finance Clerk will help clients with opening accounts, making payments, and resolving any issues that may arise. Our ideal candidate is someone who pays attention to details and enjoys providing customer service. Sound like you?

Finance Clerk Responsibilties:

This position reports to the ______________________. Duties may include:

• Providing timely customer service to our clients
• Processing bills, transactions, and credits
• Explaining applications and contracts to clients as well as assisting with filling out applications as needed
• Keeping organized records
• Assisting clients with opening and closing accounts
• Verifying account information and bills, and resolving any discrepancies or errors
• Preparing documents and reviewing applications
• Responding to customer concerns and inquiries in a friendly and professional manner
• Other duties as assigned

Finance Clerk Qualifications:

• Completed Post-Secondary college or university degree in Business Administration, Accounting, Finance, or another relevant field of study
• 2-3 years of customer service experience
• Attention to detail, a friendly personality, and professionalism are a must for this role
• Excellent verbal and written English communication abilities are mandatory

Finance Clerk Core Skills:

• Customer service
• Problem-solving
• Mathematical skills
• Friendly
• Interpersonal communication skills
• Professionalism
• Listening skills
• Attention to detail
• Working under pressure
• Multi-tasking
• Organization
• Accuracy
• MS Products

Alongside Pro-Tip:

The responsibilities of a Finance Clerk depend on the type of clerk you are hiring. We've added an assortment of items from various Finance Clerk roles to give you some ideas. Be sure to adjust this job posting template to include an accurate list of responsibilities and requirements needed for the position.