HomeMy WebLinkAboutAgenda Report - November 17, 2010 J-05AGENDA ITEM ar 5
CITY OF LODI
COUNCIL COMMUNICATION
• TM
AGENDA TITLE: Adopt Resolution Approving Job Description, Salary Range and Reclassification
for the position of Supervising Customer Service Representative
MEETING DATE: November 17,2010
SUBMITTED BY: Human Resources Manager
RECOMMENDED ACTION: Adopt resolution
reclassification for
Representative.
approving job description, salary range and
the position of Supervising Customer Service
BACKGROUND INFORMATION: Over the past year, the City has embarked on an ambitious
campaign to systematically update all City job descriptions so that
they are reflective of each employee's assigned job duties. In very
few instances, this review has identified employees working above,
or below, their current classification and thus a salary adjustment has been requested. Moreover, if an
employee believes their job description is not current or their classification is not accurate, they can
request Human Resources conduct a classification audit to update their job description and determine
the proper classification.
On January 8, 2010, the City was notified that the two incumbents serving as the City's Senior Customer
Service Representatives believed that their positions warranted a reclassification or salary review due to
position duty changes. Specifically, the incumbents believed they had absorbed several of the duties
previously assigned to the higher level Finance Technician classification, and that they had also been
performing many of the duties previously assigned to the higher level Finance Supervisor classification.
Over the past months, Human Resources conducted an extensive analysis on the current Senior
Customer Service Representative and Finance Supervisor classifications. We met with the incumbents
for these positions several times, including many discussions with their union representative. We also
met with the employee's supervisor and the director of Internal Services. Based on those discussions,
Human Resources is recommending the elimination of the current Senior Customer Services
Representative classification and the creation of the Supervising Customer Service Representative
classification.
The current Senior Customer Service Representatives have been performing tasks beyond their current
classification. They perform day-to-day supervision over assigned staff within the Collections and Billing
sections. The high level of interaction between the current Senior Customer Service Representatives and
the Customer Service Representatives is required because of the nature of the work. Throughout the
day, Customer Service Representatives require the assistance and guidance of the Senior Customer
Service Representatives, both in terms of customer concerns and policy adherence and, at times,
exceptions. Moreover, the current Senior Customer Service Representatives already perform the basic
APPROVED: _ r
Konradt Bartlam, Interim City Manager
supervisory functions of a Supervising classification, including scheduling employees and approving their
time off, originating evaluations and disciplinary actions, and participating in the hiring process.
Staff requests Council approve the new job description and salary range for Supervising Customer
Service Representative (See Exhibit A). At present, there are two Senior Customer Service
Representatives assigned to the City's Financial Services Division. Staff recommends the new
Supervising Customer Service Representative salary range be $3,429.72 - $4,168.85, which is
approximately 10 percent above the current Senior Customer Service Representative salary range
($3,118.90 - $3,791.04) and is the same salary range as the Finance Technician.
The positions affected by these actions are within the General Services Bargaining Group. Staff has met
many times with representatives of General Services to discuss these proposed changes. These
proposed changes will result in a cost increase of about $10,900 annually.
FISCAL IMPACT: An annual increase of approximately $10,900 including additional expenses
related to retirement costs and payroll taxes will be incurred for FY
2010/11.
FUNDING AVAILABLE: Additional costs will be absorbed within existing appropriations of the
Internal Services Department.
Respectfully submitted,
Dean G91co, Humkn Resources Manager
�.�..�
Jordan Ayers, Deputy City Manager/Internal Services Director
RESOLUTION NO. 2010-201
A RESOLUTION OF THE LODI CITY COUNCIL
APPROVING THE JOB SPECIFICATIONAND SALARY
RANGE FORTHE POSITION OF SUPERVISING
CUSTOMER SERVICE REPRESENTATIVE
NOW, THEREFORE, BE IT RESOLVED that the Lodi City Council does hereby
approve the job specification for the position of Supervising Customer Service
Representative as attached; and
BE IT FURTHER RESOLVED that the salary range for Supervising Customer
Service Representative is hereby approved and shall be as follows:
SUPERVISING CUSTOMER SERVICE REPRESENTATIVE
Step A Step B Step C Step D Step E
$3,429.72 $3,601.21 $3,781.27 $3,970.34 $4,168.85
Dated: November 17,2010
hereby certify that Resolution No. 2010-201 was passed and adopted by the
Lodi City Council in a regular meeting held November 17, 2010 by the following vote:
AYES: COUNCIL MEMBERS — Hansen, Johnson, Mounce, and
Mayor Katzakian
NOES: COUNCIL MEMBERS — Hitchcock
ABSENT: COUNCIL MEMBERS — None
ABSTAIN: COUNCIL MEMBERS— None
2010-201
November 2010
SUPERVISING CUSTOMER
SERVICE REPRESENTATIVE
Job descriptions are intended to present a broad and general range of duties
which includes, purpose, responsibilities, and scope cf work. Job descriptions
are not intended to reflect all duties performed within the job.
DESCRIPTION:
Assigns, prioritizes, supervises and performs work related to customer service
billing and collections. Under direction of the Financial Services Manager, the
Supervising Customer Service Representative is a working supervisory position
that ensures the operations of the utility billing and collections units are
accomplished in an efficient and effective manner.
SUPERVISION EXERCISED AND RECEIVED
Exercises supervision over lower level personnel. Receives supervision from
higher level personnel.
EXAMPLES OF DUTIES
Duties may include, but are not limited to the following:
Assigns, prioritizes, supervises and performs work related to customer service
utility billing and collections units; ensures the operations of the utility billing and
collections units are accomplished in an efficient and effective manner.
Resolves the most complex customer service (billing and collections), complaints
and deficiencies; establishing, disconnecting and reconnecting service; high/low
bill investigation; and delinquent accounts and interruption in service; authorize
payment extensions; review and recommend contracts to department Manager.
Processes utility billings: edits for exceptions, compares accounts to rate
schedule standards, researches account historical data to determine
correctness, and approves bill batches for billing according to assigned rate
schedules; analyze data and draw logical conclusions.
Processes, balances, and audits bank deposits; make necessary bank
adjustments;
Interpret and enforce FACT Act identitytheft guidelines and insure Federal Red
Flag compliancy rules are followed; work with appropriate parties for proper
resolution of situation.
Coordinate Photovoltaic net (pseudo) & co -meter billing setup in CIS.
Under guidance with management, designs and implements programs aimed at
improving communication with customers, efficiency in customer service
operations, and revenue recovery; designs and prepares departmental forms
and operational manuals; prepares correspondence on procedural or
informational matters;
Administrator of help desk for online payment system, research and resolve
complex online problems; interactwith third party for customer satisfaction;
monitor postings and NSF returns; creates, maintains and monitors
computerized files, databases and directories; conducts record searches and
prepares statistical work sheets and other required documents; audits
documents, verifies accuracy and ensures compliance with applicable
regulations;
Answers the telephone and responds to questions on utility billings, business
and other City financial transactions; receives revenue for licenses, permits,
recreation fees and other city revenue accounts;
Administer Experian program; employee setup and monitoring. Interpret
consumer credit profile reports and determine further actions when fraud alerts
are present.
Acts as a liaison to Field personnel to initiate or resolve issues relating to high or
low bill investigations, meter reliability, disconnects and reconnects;
Performs other duties related to the operation of the department and the City
including additional duties that enable the department and City to meet the
diverse needs of its community
TYPICAL QUALIFICATIONS
Knowledge of:
Financial fundamental, regulations, policies, and procedures governing various
financial practices.
Utility rate structures and schedules;
Customer service techniques and information systems.
Department policies and procedures pertaining to utility billing and collections
units;
Ability to:
Assign, prioritize, supervise and perform work related to customer service utility
billing and collections units; ensure the operations of the utility billing and
collections units are accomplished in an efficient and effective manner
Interpret and apply regulations, policies and procedures; audit compliance with
applicable procedures, methods and regulations; perform complex arithmetical
and basic statistical calculations accurately; prepare a variety of written reports,
records and correspondence;
Supervise, train and evaluate the work of others;
Perform clerical procedures in an organized and accurate manner;
Use a personal computer and job-related software applications;
Interact with the public effectively and courteously; understand and carry out oral
and written instructions;
Establish and maintain cooperative and effective relationshipswith those
contacted during the course of work;
EDUCATIONAND EXPERIENCE
Any combination of experience and education that would likely produce the
qualifying knowledge and ability. Atypical combination is:
Education
Equivalent to completion of high school; an Associate of Arts degree in a related
field is desirable.
Experience
Three to four years of experience in a finance or accounting -related business
performing a wide rate of duties to include billing oversight, customer service,
and collecting, recording and balancing cash; two year experience in a senior or
supervisory position is highly desirable.
*FLSA Status: NON-EXEMPT