Definition and Class Characteristics
FLSA: Non-Exempt
•This position is a full-time benefitted contracted position through June 2026. In addition to the salary listed, this position will also receive a 3% bilingual premium for understanding and speaking Spanish. Only individuals who are able to understand and speak Spanish fluently will be considered for this role.
Monterey One Water is looking for a professional with positive attitude that can provide outstanding customer service. The ideal candidate will be a team player, proactive, and have strong communication skills.
Join the Monterey One Water Team!
DEFINITION
Under direct supervision performs a wide variety of accounts receivable, account maintenance, data entry, connection fee computation, billing and public contact work in support of the customer service function; and performs other job-related duties as required.
CLASS CHARACTERISTICS
This is the entry level class in the Customer Service Representative series providing general customer service support. Positions at this level are not expected to function with the same amount of program knowledge or skill level as positions allocated to the Customer Service Representative II level, usually exercise less independent discretion and judgment in matters related to work procedures and methods; and are not required to conduct field inspections. Work is usually supervised while in progress and fits an established structure or patterns. Exceptions or changes in procedures are explained in detail as they arise.
Essential Functions
•Performs a wide variety of accounts receivable, data entry, utility billing, connection fee computation, and general office support work including typing, filing, proofreading, checking, recording information, answering the telephone and assisting the public in person.
•Receives customer payments in person or by mail; makes change and issues receipts; balances cash receipts, processes mail payments, develops totals, prepares deposit documents, and end-of-day reports, and delivers daily bank deposits.
•Inputs and processes a variety of information into automated systems.
•Inputs information to setup and change account status.
•Collects, sorts, dates and distributes mail.
•Acts as a receptionist, including screening calls, visitors, and incoming mail; responds to customer inquiries and complaints in person or by telephone; represents the Agency to all callers and visitors in a professional and customer friendly manner; directs complex technical questions or unusual requests to appropriate staff members.
•Explains billing and fee policies and procedures to public.
•Composes routine letters in reply to customer complaints and questions.
•Interacts with public agency and title insurance companies to identify and take action on new customer accounts.
•Coordinates unit activities with county recorder, title companies, engineers, and other agencies on matters related to parcels, liens, assessments, and taxes.
•Processes and updates records on property transfers and splits.
•Performs plan checks for residential and commercial structures to calculate connection fees.
•Calculates and prorate or adjust billings for partial periods and in other unusual circumstances.
•Prepares, mails and monitors billed assessments and charges.
•Prepares documents and notices relating to discontinued service.
•Prepares and reviews documents.
•Assists with annual lien filing and collection of delinquent accounts; prepare lien lists and notification of intent to lien; file liens against customer properties.
•Assists in studies and research of system usage, adequacy of rate schedules, and types of inquiries.
•Sets up and maintains a variety of customer, account, and category files; sorts and files documents and records according to predetermined classifications.
•Indexes and cross-files ordinances, resolutions and agreements.
•Arranges and coordinates the reproduction of Department materials.
•Assists in ordering and maintaining adequate office supplies.
•Distributes and picks up variety of materials.
•Lists, abstracts or summarizes data.
•Prepares statistical and workload reports.
•Studies and researches using a variety of resources to audit customer accounts, including internet review of parcel information, business attributes, changes in ownership; may involve contact with others, preparation of written materials and reports; compilation, organization and calculation of identified variances, and basic account analysis.
•Performs other job-related duties as assigned.
Qualifications
Knowledge of:
•Principles and procedures of administrative financial record keeping and reporting.
•Mathematical principles.
•Business letter writing and basic report preparation.
•Filing methods and procedures.
•Receptionist and telephone techniques.
•Agency and organizational unit policies, rules, and regulations.
•Federal, State, County and City codes and ordinances related to public agency billings, fee establishment, collections, penalizing, and lien filing.
•Plumbing code sections relevant to fixture units and related construction.
•Methods, procedures, practices and terminology used in billing and financial record keeping work.
•Basic programs and services of the organization relating to service fees, billing and account maintenance.
•Laws, rules, and regulations governing the preparation and maintenance of assessment roll information and tax collection procedures and functions.
•Financial records required for maintenance of tax rolls and tax collections.
•General operations and policies of the County Assessor’s office as apply to property ownership.
•Modern office procedures, methods and equipment including computers and supporting word processing and spreadsheet applications.
•Principles and practices of fiscal, statistical and administrative research and report preparation.
•Principles of training and work direction.
•Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and Agency staff.
Ability to:
•Ability to pass Agency physical examination, which may include pre-employment assessment of safe work capacity in comparison to the essential job functions for the position.
•Perform routine office support, assistance and utility billing work.
•Operate a variety of office equipment, computers and use 10-key by touch.
•Learn, interpret, and apply utility billing and customer services office methods, rules and policies.
•Understand and carry out oral and written directions.
•Work collaboratively in a team environment including ability to accept constructive criticism from co-workers.
•Make determinations of fees and computations of full and partial payments.
•Maintain accurate and interrelated financial records involving extensive and complex file systems.
•Identify and reconcile errors.
•Read and interpret property deeds, abstracts, and construction specifications, engineering drawings, and related information.
•Perform specialized assignments involving changes in property ownership, transfers and splits.
•Maintain current and accurate assessment roll information.
•Use good judgment in choosing among available alternatives to solve work problems, recognizing scope of authority, and referring problems to others.
•Assess situation and make timely decisions.
•Type 45-words per minute.
•Operate modern office equipment including computer equipment and specialized software applications programs.
•Use English effectively to communicate in person, over the telephone, and in writing.
•Use tact, initiative, prudence, and independent judgment within general policy and legal guidelines in politically sensitive situations.
Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work.
Education and Experience: Any combination of experience and education/training that would likely provide the required knowledge and abilities is qualifying. A typical way to obtain the knowledge and abilities would be:
Equivalent to the completion of the twelfth grade supplemented by specialized course work in office practices, data processing, accounting, public relations, or a closely related field.
Two years of general office, customer service and/or financial recordkeeping experience.
Licenses or Certifications:
Possession of valid California Motor Vehicle Driver’s license and be insurable with the Agency’s insurance at the standard rate, and continue to meet the established driving standards as a condition of employment for this position or suitable alternative transportation to be approved by the Agency.
Physical and Environmental Demands
PHYSICAL DEMANDS
•Standing & Walking – Mobility to stand and walk between work areas; to inspect various commercial and residential sites, including traversing and climbing uneven terrain; to attend meetings and to operate a motor vehicle.
•Lifting - Ability to safely lift up to 10 pounds overhead and 20 pounds to waist level; both these requirements include bending at knees to facilitate proper lifting techniques: 1 minute up to 5 minutes per day.
•Manual Dexterity - Ability to perform multiple work activities requiring a significant level of physical and mental coordination, such as operating a computer keyboard; copying, and adding machines; writing: 1 hour up to 8 hours per day.
•Visual – Ability to read printed materials and view a computer screen for long periods: 30 minutes up to 8 hours per day.
•Hearing and Speech - Ability to communicate in person and over the telephone.
•Mobility – Ability to work in a standard office setting and operate a motor vehicle to visit various meeting sites, reach, carry, push, pull, stoop, and bend.
ENVIRONMENTAL ELEMENTS
Employees work in an office environment with moderate noise levels, controlled temperature conditions and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.
Employee Benefits Package
Health Care Coverage
Anthem Blue Cross through ACWA JPIA. Agency pays 100% of the employee contribution and a substantial portion of the dependent contribution.
Dental Care Coverage
MetLife. Agency pays 100% of the employee contribution and a substantial portion of the dependent contribution.
Vision Care Coverage
MetLife. Agency pays 100% of the employee contribution and a substantial portion of the dependent contribution.
Life & AD&D Insurance
MetLife. 1x employee's annual salary plus $15,000, maximum of $265,000, paid by Agency.
LTD/STD
MetLife. Paid by Agency.
Retirement
CalPERS. Local Misc.:
Employees pay 100% of the employee portion.
VacationSix month waiting period, accrual every pay period. 440 is the max accrual.
•1-3 years = 80 hours/year
•3-8 years = 120 hours/year
•8-15 years = 160 hours/year
•15-20 years = 176 hours/year
•20-30 years = 200 hours/year
•31+ years = 4 additional hours per year of service
Sick Leave
Employees are granted 96 hours of sick leave, accrued per pay period. There is no limit to the amount of sick leave an employee may accrue due to the Public Employees Retirement System (PERS) sick leave conversion credit accumulation upon retirement.
Bereavement Leave
Up to five days per incident. Employees can use sick, vacation, compensatory time, or Admin leave.
Military Leave
Temporary military leaves of absence will be granted to engage in ordered military duty.
Holidays
13 paid Holidays per year + 1 floating holiday per year.
EAP
The Agency provides and pays for an EAP Program through Claremont EAP.
Education Incentive
The employee will be reimbursed for books and tuition only and the employee will receive reimbursement of the course with a grade of "C" or higher. There is a 6 month waiting period for this benefit. Reimbursement is limited to the following maximums:
Community College
•- $1,000 per calendar year
University/State School* - $2,500 per calendar year
Master's Degree level* - $3,500 per calendar year
Optional Benefits
AFLAC, Flexible Spending Account (unreimbursed medical and dependent care) and Deferred Compensation Plan (Principal, no matching funds).