Customer Experience Specialist

AgCountry Farm Credit Services; Town of Medford (WI); In loco; USD 54.000 - 87.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health benefits

401(k)

Paid time off

Life insurance

Disability insurance

EAP

Tuition assistance

Incentive pay

Descrizione del lavoro

AgCountry Farm Credit Services seeks a Customer Experience Specialist in Medford, WI. You will guide customers through the loan process, support product delivery before, during, and after closing, and engage via phone, in person, and digital channels to build strong relationships.

You will document interactions, process payments, coordinate loan applications, and manage office operations, ensuring smooth customer experiences and compliance.

Competenze

• Two years of customer service experience or equivalent.
• Preferred Associate's Degree in Business, Finance or related fields.
• Strong communication and organizational skills.

Mansioni

• Document customer interactions and resolve issues; promote core products and provide sales support.
• Prevent fraud and manage monetary transactions; address payments, interest, and account changes.
• Coordinate loan applications from submission to signatures; gather documents and renewals.
• Handle office operations: invoices, supplies, retention, vendor validation.

Conoscenze

Customer service

Sales support

Documentation

Communication

Formazione

Associate's degree in Business or Finance or related fields

Strumenti

Loan processing systems

Descrizione del lavoro

Incentive Opportunity: 7.5% - 15%

AgCountry Farm Credit Services (AgCountry), Farm Credit Services of America (FCSAmerica) and Frontier Farm Credit are financial cooperatives that operate under shared management across eight states. While each association is owned by its local farmers and ranchers, they collaborate by pooling resources, expertise, and talent to provide affordable credit, crop insurance, and financial services.

Location: Medford, WI, US, 54451

Salary Range: $53,520-$86,790

Incentive Opportunity: 7.5% - 15%

AgCountry Farm Credit Services (AgCountry), Farm Credit Services of America (FCSAmerica) and Frontier Farm Credit are financial cooperatives that operate under shared management across eight states. While each association is owned by its local farmers and ranchers, they collaborate by pooling resources, expertise, and talent to provide affordable credit, crop insurance, and financial services.

Our associations are united by a common mission and commitment to serving rural America and supporting each other, which drives the success of the farmers, ranchers, and agribusiness we serve. We take pride in being a great place to work, and this enthusiasm is reflected in the relationships our team members foster with one another and with our customers.

Job Summary

• The primary office location may be either Medford, WI, or Thorp, WI. Occasional travel to the other location will be required based on business needs.**

Seeking a facilitator of the customer journey through the loan process and all aspects of product delivery before, during and after the closing. As a Customer Experience Specialist, you will be the customers point-of-contact, establishing strong relationships by providing exceptional levels of service and support. You will engage with customers, prospects, team members and visitors through phone, in-person, and digital channels. Responsible for monetary accounting activities, addressing customer inquiries, assisting with customer-facing technology and overall management of office operations. Accountable for application processing and coordination from the point of application through working with customers to obtain signatures.

Essential Duties & Responsibilities

Customer & Sales Assistance

• Responsible for accurately documenting customer interactions and seeing them through to resolution, including collaboration with teammates and escalation to internal resources when necessary. Generate referrals by promoting core products, services and digital tools. Provide Sales Support for Sales Team.

Monetary Activities

• Follow established protocols to prevent fraud and risk, ensuring appropriate authorization forms are signed, and document and process all monetary transactions such as payments and wire transfers. Responsible for addressing customer inquiries related to payments, interest, and account changes, as well as resolving overdrafts and past due accounts with the involvement of other teammates, if necessary.

Loan Application and Line of Credit Processing and Coordination

• Coordinate new loan application needs from submission to obtaining signatures from customers. Enter applications into appropriate systems and work with officers to gather necessary financial, legal, and identification documentation. Responsible for renewal administration which includes requesting financial information from customers, submitting financials for input, and verifying customer-provided financials. Contact customers regarding renewal status and coordinate with other teammates to ensure documents are prepared. Renewal of operating line of credit.

Office Operations

• Responsible for tasks like managing invoices, maintaining office supplies, coordinating loan file record retention, providing administrative support to team leaders and teammates, validating vendor identification and work orders, coordinating facility service requests, and managing pooled vehicles by scheduling maintenance and repairs.

Education Requirements

• Preferred Associate's Degree in Business, Finance or related majors or equivalent work experience.

Years of Experience

• A minimum of two years' customer service experience or equivalent work experience.

Why Us

• Health Benefits: Comprehensive medical, dental, and vision insurance
• Retirement Plans: 401(k)
• Paid Time Off: Vacation, sick leave, paid holidays, and parental leave
• Additional Benefits: Life and disability insurance, Employee Assistance Program (EAP), wellness programs, tuition assistance, and short-term incentive pay

About Us

AgCountry has 43 offices, is based in Fargo, North Dakota and serves portions of North Dakota, Minnesota, and Wisconsin. FCSAmerica is based in Omaha, NE and has 42 local offices serving rural communities and agriculture in Iowa, Nebraska, South Dakota, and Wyoming. Frontier Farm Credit has six offices serving eastern Kansas. Together, we support nearly 82,000 producers and agribusinesses, meeting the needs of todays agricultural industry with our combined 2600+ employees providing lending, risk management, technology, commodity marketing, and customer and employee education.

AgCountry Farm Credit Services, ACA, Farm Credit Services of America, ACA, and Frontier Farm Credit, ACA are Equal Employment Opportunity employers, and they comply with all applicable federal, state, and local fair employment practices laws.