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Position Profile

The Field Representative II performs analytical and interpretive tasks related to financial and expense transactions. This role requires prioritization of tasks to meet daily, weekly, and monthly KPIs. Responsibilities include customer service, internal training, legacy system knowledge, data analysis, and issue resolution. The position works closely with various departments to ensure timely and accurate processing and escalation of issues.

Key Responsibilities

+ Respond to customer inquiries via phone, email, and instant messaging within established timelines.

+ Create, monitor, update, and close employee profiles in the customer’s travel and expense systems.

+ Conduct research and analysis using tools such as Concur, Citibank, and online resources.

+ Communicate customer policies effectively to external users.

+ Troubleshoot and resolve intermediate to advanced Concur and expense-related issues.

+ Escalate unresolved issues to management as needed.

+ Maintain files and control records in accordance with internal controls.

+ Interact regularly with all levels of the customer’s organization (e.g., Executive, HR, Legal).

+ Assist with corporate card account reconciliation and other financial transactions.

+ Provide training and support to internal and external customers.

+ Adhere to Ricoh and customer policies and procedures.

+ Perform other duties as assigned.

Qualifications

+ Associate’s degree or equivalent work experience.

+ Intermediate to advanced proficiency in Microsoft Outlook, Excel, and Word.

+ Previous customer care or technical support experience preferred.

+ Strong verbal and written communication skills.

+ Excellent attention to detail and organizational skills.

+ Ability to identify and resolve discrepancies effectively.

Knowledge, Skills, and Abilities

+ Ability to multitask and manage fluctuating workloads.

+ Strong decision-making and problem-solving skills.

+ Comfortable working in a fast-paced environment with minimal supervision.

+ Ability to work independently and collaboratively.

+ Strong analytical and planning skills.

+ Ability to convey information clearly to a wide range of audiences.

Working Conditions

+ Office environment with standard lighting, ventilation, and noise levels.

+ Daily interaction with internal and external customers.

+ Occasional stress due to high-volume workload and call center environment.

+ Requires adaptability to diverse and sometimes unprecedented challenges.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with a job.

Come Create at Ricoh:

If you are seeking a team driven by passion and purpose, come create with us at Ricoh. We are a team of information seekers and customer-obsessed collaborators who aspire to deliver the services, solutions, and technologies that empower business success. We are looking for talented, inspired individuals to join us to help drive high-performance team and our commitment to excellence.

Ricoh is an integrated solutions provider and partner that connects people and technology, creates outstanding customer experiences, and delivers innovation for businesses worldwide. We empower digital workplaces by enabling individuals to work smarter from any location and harness the power of information—how it is collected, stored, managed, and shared—to unlock the potential in every organization. We deliver services and technologies that inspire our customers’ success and guide them toward a better and more sustainable future. If you are seeking a purpose-driven and passionate team, come create with us, and help drive our high-performance culture of excellence into tomorrow.

Invest in Yourself:

At Ricoh, you can:

+ Choose from a broad selection of medical, dental, life, and disability insurance options.

+ Contribute to your financial security with Retirement Savings Plan (401K), Health Savings Account (HSA), and Flexible Spending Account (FSA) investments.

+ Augment your education with team member tuition assistance programs.

+ Enjoy paid vacation time and paid holidays annually

+ Tap into many other benefits to enhance your health, wellness, and ongoing personal and professional development.