Financial Services Operations Associate
Date: Oct 9, 2024
Location: Claverack (Hudson), NY, US, 12534
Company: Farm Credit East
Position Summary:
Join a team focused on the success of our customers, the success of our communities, and the success of each other. Farm Credit East (FCE) is the leading provider of loans and farm advisory services to farm, forest product, fishing, and other agricultural business owners across the northeast. We are One Team Working Together with a focus on our five pillars: Outstanding Customer and Employee Experience, Quality Growth, Operational Excellence, Commitment to our Communities, and Protecting Customer Information.
As a member of the Farm Advisory Services team, the operations associate/specialist works as part of a team dedicated to improving our customers’ financial reporting, providing them with the information they need to make business decisions and ensuring their compliance with Federal and State tax and payroll laws. A basic understanding of accounting principles is key, as are excellent communication, organization, and customer service skills. This position works closely with our tax and business accounting analyst staff, consultants, and other business units to develop a strong understanding of Farm Credit East's products, procedures, and services to provide valuable support to all team members. Those successful in this role possess a proactive mindset along with a willingness to cultivate both internal and external relationships.
The value drivers for this role are as follows:
- Understands the FAS product lifecycle and your role in the process to deliver an outstanding team and/or customer experience
- Provides quality assurance, maintaining accurate and up to date data in all systems and aligning with ACA policies and procedures
We offer generous benefits including: a 6% 401K match plus an additional defined contribution retirement plan, medical, dental, HSA, paid annual holiday and sick leave, FSA, life insurance, and a bonus incentive program. Farm Credit East provides all team members with the training and resources needed to be successful in their careers. Technical training, soft skill training, and ongoing professional development provided by Farm Credit East will help you be poised for continued career growth within our organization. We use state of the art technology for customer relations (Salesforce), internal communication (Microsoft TEAMS) and delivery of services.
Come join a collaborative, customer-focused team at Farm Credit East!
Duties and Responsibilities:
Operational Excellence
- Adheres to Farm Credit East internal policies and procedures surrounding time and billing practices, electronic data storage, communication protocols and document storage
- Maintains proper documentation and communication with members and staff to respond to internal and external customer needs
Customer Centricity
- Follows up on customer (both internal and external) communication within 24 hours
- Actively manages Agworx dashboards, and CCH workstream as applicable to your role
- When applicable, documents all customer contacts in AgWorx with comments intended to benefit all team members serving the customer
Job Qualifications and Requirements:
- Associate's or Bachelor's degree in Accounting, Agriculture, Agri-Business, Economics, Finance, Business or related field. Or an equivalent combination of education and experience to perform the essential functions of the job.
- This position is primarily conducted out of a physical Farm Credit East office location in order to effectively serve local customers. Farm Credit East requires new employees to work at their assigned office location for the first 6 months of their employment. After 6 months of acceptable performance, the employee is eligible for a hybrid working structure of 4 days in-office and 1 day working from home each week.
- Salary range: $48,000-$56,000
Farm Credit East is an Equal Opportunity Employer. As an Equal Opportunity Employer, we do not discriminate on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity or expression, age, marital status, parental status, political affiliation, disability status, protected veteran status, genetic information or any other status protected by federal, state or local law. It is our goal to make employment decisions that further the principle of equal employment opportunity by utilizing objective standards based upon an individual's qualifications for a specific job opening. In compliance with the Americans with Disabilities Act (“ADA”), if you have a disability and would like a reasonable accommodation in order to apply for a position with Farm Credit East, please call 1-800-562-2235 or e-mail FarmCreditCareers@farmcrediteast.com.
Nearest Major Market: Poughkeepsie