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HomeMy WebLinkAboutCity Council - 6332 RESOLUTION NO. 6332 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF HUNTINGTON BEACH TO ADOPT AND AMEND THE CITY CLASSIFICATION PLAN The City Council of the City of Huntington Beach does resolve as follows: The City Classification Plan is hereby amended to include the job description attached hereto as Exhibit "A" for the following classification: New Classifications Customer Services Supervisor Customer Services Representative Senior Customer Services Representative Customer Services Representative/Cashier Delete Classification Deputy City Treasurer PASSED AND ADOPTED by the City Council of the City of Huntington Beach at a regular meeting thereof held on the f November , 1991 Mayor ATTEST: APPROVED AS TO FORM: ARC City Clerk City Atto ey REVIEWED AND APPROVED: INITIAT ;4ND APPRO' rD ' City Addinii rator eputy (, dmi istrator i CITY OF HUNTINGTON BEACH CLASS SPECIFICATION TITLE: DEPUTY CITY TREASURER DATE: OCTOBER, 1991 DUTIES SUMMARY: Responsible for review and control of all funds processed by the Treasurer' s office and to act in the City Treasurer's stead primarily by processing of documents required for the expeditious collection, deposit and investment of city funds and internal control of signature stamps, keys, combinations, and alarm control as assigned by Treasurer. DISTINGUISHING CHARACTERISTICS: This is a class whose primary responsibility is to attend to the day-to-day duties associated with the collection and transfer of monies from peripheral facilities through the Treasurer's office to financial institutions, the transfer of monies between institutions and to act according to previously established guidelines established by the City Treasurer. EXAMPLES OF DUTIES: Oversees and verifies collection and deposit of all city funds. Is responsible for maintaining dual controls of all funds flowing through the Treasurer's office to the designated depositories. Provides information to the public and others in the City and outside agencies both over the counter and by telephone regarding functions under the Treasurer's preview. Follows up with City departments regarding instructions and orders approved by the City Council and/or city Treasurer in the form of letters, resolutions, ordinances, agreements, contracts, etc. , especially regarding the handling of cash and accounts for various City functions. Responsible for maintaining permanent files and records of all City generated trust deposits. Both cash and bonds and the prompt release of same upon proper authorization. Has co--access, along with Treasurer, to assign City Treasury safe keys and combinations. Controls and issues, to responsible authorized employees, blank prenumbered receipt forms as authorized by the Treasurer. Performs other related duties as assigned. KNOWLEDGE, SKILLS, ABILITIES & PERSONAL ATTRIBUTES: The organization and functions of city government, State and local statues, pertaining to investment and management of public funds. The appropriate principles and practices (accounting) required to properly and effectively collect, deposit, invest and manage large sums of public funds. Effectively deal with a wide range of persons within and without the City. Independently deal with large sums of money in a trustworthy manner. Pass and maintain the intense scrutinization required to become bonded. Process monies in an effective and accurate manner. Maintain a complex system of records required to monitor the flow of monies passing through the office. MINIMUM QUALIFICATIONS: Two years of experience managing large sums of monies for investment purposes, maintaining records of deposits and investments, and monitoring internal controls of funds; or any equivalent combination of training and experience that provides for the above knowledge and abilities. WPPERSP:202 6332 CITY OF HUNTINGTON BEACH CLASS SPECIFICATION TITLE: CUSTOMER SERVICES SUPERVISOR DATE: OCTOBER, 1991 DUTIES SUMMARY: The Customer Services Supervisor is responsible for review and control of all funds processed by the Treasurers office, performance of the complex duties of the office, and supervising multiple sections of Customer Services Representatives. The position is responsible for all facets of program responsibility. DISTINGUISHING CHARACTERISTICS: This is the supervisory level of the Customer Service series. In addition to the duties of the classification, this position is responsible for overseeing and verify collection and deposit of all city funds. EXAMPLES OF DUTIES: Supervises employees responsible for the receipt and recording of monies, checks, warrants, and other revenues due to the City. Receives and processes walk-in requests to turn-on and turn-off services for water, refuse and sanitation. Answers inquires regarding bills, incorrect billings, service levels and other complaints. Accesses, audits and inputs account information via video terminal (CRT) . Performs simple math calculations to verify service charges against water units consumed. Determines and verifies, with the help of video terminal , status of payments. Determines and quotes deposit amounts. Processes "connect" and "disconnect" service orders for field personnel . Issues business licenses; reviews license applications for appropriate information. Interviews business license applicants to obtain detailed information regarding business. Determines the tax rate, i .e. , flat tax us. tax on gross , based on information from the applicant. Completes and mails appropriate forms for a wide variety of account transactions . Researches historical account files for data needed on current accounts. Performs filing functions as needed. Additional areas of responsibility include the accounts receivable system, the vault operations, license field inspections , and maintaining a complex system of records required to monitor the flog of monies throughout the office. May train new employees. Performs additional duties as assigned. KNOWLEDGE SKILLS ABILITIES & PERSONAL ATTRIBUTE Knowledge of basic record keeping procedures, arithmetic and filing systems. Skills in data analysis; clear and effective oral communication and tact to deal with customers; operating video terminal and 10-key calculator and cash register. Knowledge of supervising principles. Ability to communicate effectively with customers both in person and over the telephone; understand pertinent procedures and functions quickly and apply them without immediate supervision; operate a calculator quickly and accurately; check records, detect errors and analyze data; operate a computer terminal ; speak and write clearly and concisely; establish and maintain effective relationships with those contacted in the course of work. MINIMUM QUALIFICATIONS: Three years of customer service experience, including the collection of funds, the maintenance of records of deposits, and the monitoring of internal controls of funds . WPPERSP: 187 6332 CITY OF HUNTINGTON BEACH CLASS SPECIFICATION TITLE: CUSTOMER SERVICES REPRESENTATIVE DATE: OCTOBER, 1991 DUTIES SUMMARY: Under general supervision, performs tasks associated with the billing and collection of fees for City services. DISTINGUISHING CHARACTERISTI This is the journey level class in the customer service series performing the more routine tasks and duties, according to established procedures. EXAMPLES OF DUTIES: Receives and records monies, checks, warrants, and other revenues due to the City. Receives and processes walk-in requests to turn-on and turn-off services for water, refuse and sanitation. Answers inquiries regarding bills, incorrect billings, service levels and other complaints. Accesses, audits, adjusts and inputs account information via video terminal (CRT) . Performs simple math calculations to verify service charges against water units consumed. Determines and verifies, with the help of video terminal , status of payments. Determines and quotes deposit amounts. Processes "connect" and "disconnect" service orders for field personnel . Issues business licenses; reviews license applications for appropriate information. Interviews business license applicants to obtain detailed information regarding business. Determines the tax rate, i .e. , flat tax vs. tax on gross, based on information from the applicant. Completes and mails appropriate forms for a wide variety of account transactions. Researches historical account files for data needed on current accounts. Performs filing functions as needed. May train new employees. Performs additional duties as assigned. KNOWLEDGE, SKILLS, ABILITIES & PERSONAS._ ATTRIBUTES: Knowledge of basic record keeping procedures, simple arithmetic and operation of ten-key calculator. Ability to establish and maintain effective working relationship with employees and the general public. Ability to operate a video terminal and cash register. MINIMUM ALIFICATIONS: Completion of high school or the equivalent and one year of customer service experience involving a variety of financial transactions and record keeping. RECLASSIFICATION REQUIREMENT: Employees in the classification of Cashier may be reclassified to Customer Services Representative upon completion of twelve months training in the cashiering function with departmental approval . WPPERSP: 196 6332 CITY OF HUiITINGTON BEACH CLASS SPECIFICATION TITLE: CUSTOMER SERVICES REPRESENTATIVE SENIOR DATE: OCTOBER, 1991 DUTIES SUMMARY: Performs the complex duties of the customer service functions within the Treasurer' s Office and independently resolves problems, assists in training of new staff, and acting as an assistant to the unit supervisor and acting in the absence of the unit supervisor. The Senior Customer Services Representative is responsible for all facets of assigned program responsibility. DISTINGUISHING CHARACTERISTICS: This is the senior journey level class in the customer service series . this class performs the more complex tasks and duties involving the credit, collection and billing functions, with major public contract on a direct face to face basis. Incumbents have previous customer service experience in a utility environment and work under minimal supervision, and are fully aware of the operating policies and procedures of the department. EXAMPLES OF DUTIES: Receives and records monies, checks, warrants, and other revenues due to the City. Receives and processes walk-in requests to turn-on and turn-off services for water, refuse and sanitation. Answers inquiries regarding bills, incorrect billings, against water units consumed. Determines and verifies, with the help of video terminal , status of payments. Determines and quotes deposit amounts. Processes "connect" and "disconnect" service orders for field personnel . Issues business licenses; reviews license applications for appropriate information. Interviews business license applicants to obtain detailed information regarding business. Determines the tax rate, in.e. , flat tax vs. tax on gross, based on information from the applicant. Completes and mails appropriate forms for a wide variety of account transactions . Researches historical account files for data needed on current accounts. Performs filing functions as needed. Additional areas of responsibility include the accounts receivable system, the vault operations, license field inspections, and maintaining a complex system of records required to monitor the flow of monies throughout the office. May train new employees. Performs additional duties as assigned. KNOWLEDGE SKILLS, ABILITIES ..,& , PERSONAL ATTRIBUTES: Knowledge of basic record keeping procedures, arithmetic and filing systems. Skills in data analysis; clear and effective oral communication and tact to deal with customers; operating video terminal and 10-key calculator and cash register. Ability to communicate effectively with customers both in person and over the telephone; understand pertinent procedures and functions quickly and apply them without immediate supervision; operate a calculator quickly and accurately; check records, detect errors and analyze data; operate a computer terminal ; speak and write clearly and concisely; establish and maintain effective relationships with those contacted in the course of work. MINIMUM QUALIFICATIONS: Two years of customer service experience, including the collection and deposit of funds and the monitoring of internal control of funds. WPPERSP:197 6332 CITY OF HUNTINGTON BEACH CLASS SPECIFICATION TITLE: CUSTOMER SERVICES REPRESENTATIVEXASHIER DATE: OCTOBER, 1991 DUTIES SUMMARY: Under general supervision, performs entry level tasks associated with the billing and collection of fees for City service. DISTINGUISHING CHARACTERISTICS: This is the entry level class in the customer service series. Working under close supervision, this class performs the more routine tasks and duties involving the cashiering function. Under this training concept, experience gained in this class may serve to meet minimum requirements for promotion to Customer Services Representative or related class. EXAMPLES OF DUTIES: Receives and records monies, checks, warrants, and other revenues due to the City. Receives and processes walk-in requests to turn-on and turn-off services for water, refuse and sanitation. Answers inquiries regarding bills, incorrect billings, service levels and other complaints. Accesses, audits, adjusts and inputs account information via video terminal (CRT). Performs simple math calculations to verify service charges against water units consumed. Determines and verifies, with the help of video terminal , status of payments. Determines and quotes deposit amounts. Processes "connect" and "disconnect" service orders for field personnel . Completes and mails appropriate forms for a wide variety of account transactions. Researches historical account files for data needed on current accounts. Performs filing functions as needed. Performs additional duties as assigned. KNOWLEDGE. SKILLS, ABILITIES & PERSONAL ATTRIBUTES: Knowledge of basic record keeping procedures, simple arithmetic calculations and operation of a ten-key calculator. Ability to establish and maintain effective working relationships with employees and the general public. Ability to operate a video terminal and cash register. MINIMUM QUALIFICATIONS: Completion of high school or the equivalent with successful completion of a course in basic mathematics. PREFERRED QUALIFICATIONS: Six months experience in general office work including cash transactions. RECLASSIFICATION REQUIREMENT: Upon satisfactory completion of twelve months training in the cashiering functions, incumbents will be eligible for reclassifcation to the classification of Customer Services Representative with departmental approval . WPPERSP:200 6332 Res, No, 6332 STATE OF CALIFORNIA COUNTY OF ORANGE ss: CITY OF HUNTINGTON BEACH ) I , CONNIE BROCKWAY, the duly elected, qualified City Clerk of the City of Huntington Beach, and ex-officio Clerk of the City Council of said City, do hereby certify that the whole number of members of the City Council of the City of Huntington Beach is seven; that the foregoing resolution was passed and adopted by the affirmative vote of at least a majority of all the members of said City Council at a regular meeting thereof held on the ___18th day of November , 19 gi , by the following vote: AYES: Councilmembers: MacAllister, Winchell, Silva, Green, Kelly,Robitaille, Moulton-Patterson NOES: Councilmembers: None ABSENT: Councilmembers: None City Clerk and ex-oTricisVLlerk of the City Council of the City of Huntington Beach, California